STG Partners, Private Wealth Advisors

STG Partners

STG Partners is a leading wealth management team within the Private Banking and Investment Group at Merrill Lynch. Our team differentiates itself in a number of ways. The leaders of our team bring a depth of experience that promotes our overall effectiveness. We also pride ourselves on delivering value to clients by actively engaging in proprietary investment management. We have built our practice on a strong investment foundation. Our skill in the capital markets is one of the key differentiators of our offerings. In an era when investment management is often “farmed out” as an ancillary service, we see active investment management as a key driver of client satisfaction. While investment management is one core offering, we have built a holistic wealth management practice that caters to a range of client needs: estate planning strategy, long-term financial strategy, cash flow management, tax-effective wealth transfer strategies, and philanthropy.

The Clients We Serve

STG Partners works exclusively with ultra-high-net-worth clients. We limit our client engagements to the families and individuals who can most benefit from the offerings of the Private Banking and Investment Group. In this way, we focus our efforts to deliver strategies and services in a highly customized way. We know clients well, and they know us well. As a team, we have served clients since the late 1970s; our long-term retention is a compelling indicator of our abilities.

Clients come to us from a number of backgrounds and industries. Some are founding families who look to put their wealth to work for multiple generations. We help them prioritize capital preservation, education, and effective wealth transfer. Other clients are corporate leaders and entrepreneurs. For these clients, we combine our family services with business-based strategies, such as concentrated and restricted stock management, liquidity event strategies, deferred compensation plans, and stock option analysis.

While we are headquartered in Atlanta, we serve clients throughout the United States. The depth of our team enables us to engage with clients in a range of cities throughout the country. We prioritize consistency for client families, traveling wherever is needed to serve clients well.

Our Investment Offerings

We have built our reputation as a team on our abilities as investment managers. We offer multiple proprietary investment strategies with multi-year track records. Each of these strategies has distinct performance and risk characteristics. We work closely with clients to assess their short and long-term goals, risk thresholds, timelines, and asset class preferences. We then implement a diversified investment management program that aligns with their individual profiles, using our proprietary programs and a limited number of external investment offerings. Our intense involvement in the capital markets facilitates our analysis of trends, timing and market themes, enabling us to be nimble and informed as investment and portfolio managers.

For clients with concentrated stock positions, we offer extensive experience in writing covered call options. We are one of the few teams at Merrill Lynch permitted to offer this service on a discretionary basis. We are deft in helping clients with large single stock positions manage their investments in a manner that puts their money to work, while responding to the risk of a consolidated position.

Built to Perform

We built our team specifically to respond to the needs of affluent clients. Our team offers depth and breadth: four private wealth advisors, two investment associates, four financial analysts, and six client relationship associates. We share overlapping responsibilities to address client needs, whenever and wherever they occur. We offer a range of degrees and accreditations: MBA, CFA, and CFP®, among others. However, the most important facet of our team is not conveyed by a title or designation; it is the quality of our people. We are driven to serve and to serve well. We invite prospects to gauge the difference that our service ethic will make in their lives and the lives of their family members.

Our Offerings

We offer the services and strategies that significant wealth demands:

  • Investment management
  • Concentrated and restricted stock strategies
  • Corporate executive services
  • Pre-and-post IPO strategies
  • Wealth transfer strategies
  • Tax minimization strategies
  • Lending
  • Philanthropy
  • Lifestyle services, such as concierge and bill payment
  • Facilitation of family communications
  • Austin Stephens

    Private Wealth Advisor

    Austin joined Merrill Lynch and STG Partners in 1997. Within the team, Austin focuses on developing and managing single family office services. Austin’s experience in working with affluent clients and family intermediaries is a valuable resource for clients and their representatives.

    Austin holds a B.A. in History from the University of North Carolina, Chapel Hill. Austin remains active with his alma mater as a member of the board of visitors for the University of North Carolina – Chapel Hill. Austin also serves on the board of directors of American Rivers, the board of directors of Callanwolde Fine Arts Center, and the finance committee of The Westminster Schools in Atlanta, Georgia. Austin and his wife Stephanie live in Atlanta with their daughter Katherine.

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    Austin Stephens is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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    Art Rollins

    Private Wealth Advisor

    Art has been in the financial services industry since 1981 and joined Merrill Lynch and STG Partners in 1991. Art focuses on addressing the financial needs of ultra-high-net-worth families. Art’s experience in advising and delivering multi-generational wealth management to clients for over 20 years is invaluable to super affluent families. As an advisor within the Private Banking & Investment Group, Art serves the complex needs of founding families, corporate executives, and entrepreneurs.

    Art holds a B.A. in Business Administration and Economics from Rhodes College. Art remains active with his alma mater as a member of the board of trustees and is currently secretary of the board and serves on its executive committee. Art also serves as immediate past chair of the board of trustees for the Atlanta Boy Choir, past chairman of the board of Breakthrough Atlanta, and as a trustee and vice chairman of the Lovett School board of trustees.

    Art is married to Cathy Craig Rollins, graduate of UNC Chapel Hill. They have three children: Win, Caroline and Craig.

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    Art Rollins is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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    Merle Campbell

    Private Wealth Advisor

    Dr. Campbell joined Merrill Lynch in 1999 and serves as the CIO for the STG Partners Private Wealth Management Team in Atlanta, Georgia. He focuses on developing and managing customized strategies to advance clients’ wealth management and investment goals. Dr. Campbell also assists in the development of strategic and tactical protocols that drive the team’s customized wealth management platform in the ultra-high-net-worth client space.

    Dr. Campbell holds a B.B.A in Finance from the University of Oklahoma, an M.B.A. with an emphasis in Decision Sciences/Business Analysis from Georgia State University, and a Doctorate in Business from Georgia State University with an emphasis in applied scholarship in the fields of artificial intelligence, machine learning and decision support systems. He also holds a 6-Sigma Black Belt in Statistical Analysis and Process Control.

    Dr. Campbell is active in the American Finance Association, the Financial Management Association, the American Mathematical Society and the Society of Quantitative Analysts.

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    Merle Campbell is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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    Peter Amann

    Senior Consultant

    Peter Amann joined Merrill Lynch in 1969 after graduating from the University of Georgia. Peter brings over 40 years of experience working with high-net-worth clients and corporations in strategic and investment planning. Peter is particularly adept in the equity and fixed income markets; Merrill Lynch regularly asks Peter to speak to other advisors on fixed income investing.

    Peter is an Emeritus Trustee of the University of Georgia Foundation, where he served for 25 years and was Treasurer and Chair of the Investment Committee. He is past board chair of the Center for the Visually Impaired, a United Way agency in Atlanta; he remains active as a member of the foundation’s board. He also serves on the board of trustees of Athens Academy, a private school in Athens, Georgia.

    Peter is married to Kay Neisler Amann, a University of Georgia graduate. Peter has two married daughters and three grandchildren.

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    Josh Solomon, CFP®

    Private Wealth Advisor

    Josh began working at Merrill Lynch in 2000 as a Financial Advisor. Nine years later, he joined STG Partners, where he is a Private Wealth Advisor. Josh focuses on serving the complex needs of ultra-high-net-worth families. As a member the STG strategic team, Josh works closely with founding families, corporate executives, and entrepreneurs to help implement their investment and private wealth management strategies.

    Josh holds the CFP® certificatation awarded by the Certified Financial Planner Board of Standards, Inc. Josh earned a B.A. in Business Administration and Economics from Rhodes College. He remains active with his alma mater as a committee member of the local Atlanta alumni chapter. Josh also serves as a committee member of the Children's Healthcare of Atlanta Community Board. Josh and his wife Allison live in Atlanta.

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    Josh Solomon, CFP® is registered to do business in:AL, CA, DE, FL, GA, IL, LA, MI, NC, NJ, NV, OH, SC, TN, TX, VA, WA
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    Colin White, CFA®, CFP®

    Colin joined Merrill Lynch in 2001 after serving as an officer in the United States Marine Corps at Camp Pendleton, California, and Ft. Benning, Georgia. As a member of the STG strategic team, Colin works closely with founding families, corporate executives, and entrepreneurs to help implement their investment and private wealth management strategies.

    Colin holds the CFP® certificatation awarded by the Certified Financial Planner Board of Standards, Inc. He earned a B.A. in English from Vanderbilt University and an M.B.A. in finance from Georgia State University. Colin and his wife Norah live in Atlanta with their two children, Ian and Sarah.

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    Chris Glover

    Sr Financial Analyst

    Chris joined Merrill Lynch in 2007 as an analyst for STG Partners. He assists in developing and managing single family-office services. He earned his B.A. in English from University of Georgia and Business Certificate from The University of Virginia. Prior to Merrill Lynch, Chris worked at Cushman & Wakefield performing due diligence and market analysis. Chris and his fiancée Melissa live in Atlanta.

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    Adam Kay

    Sr Financial Analyst

    Adam joined Merrill Lynch in 2009 as an analyst for STG Partners. As a member of the STG strategic team, Adam assists clients in implementing investment and private wealth management strategies. He previously had worked as an intern with the team in 2008. Adam earned his B.S. in Economics from Vanderbilt University. Adam and his wife Kathryn live in Atlanta.

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    Nick Erneston

    Sr Financial Analyst

    Nick joined Merrill Lynch in 2006 as an analyst for STG Partners. He focuses on monitoring and administering the team’s proprietary investment portfolios and strategies. Nick began his career with AXA, completing its training program for financial advisors. Nick holds an M.B.A. in finance from Clemson University. He earned his B.S. in Biology from Kennesaw State University.

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    Dawn Duggan

    Reg Senior Client Associate

    Dawn joined Merrill Lynch in 1993. Within the team, Dawn focuses on corporate executive services and family office services. She holds an M.B.A. in Finance from Mercer University and a B.A. in Finance from McNeese State University.

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    Jane Neumeyer

    Reg Senior Client Associate

    Jane began her financial services career as a consumer banker. She joined Merrill Lynch in 1997. Within the team, Jane focuses on client relations and family office services. She earned her B.A. in Psychology from the University of Georgia.

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    Patty Kopanski

    Sr Private Wealth Assoc

    Patty joined Merrill Lynch in 1989. Within the team, Patty is responsible for the administration of client accounts. She has worked with ultra-high-net-worth clients throughout her career. Patty earned her B.A. in Marketing from Georgia State University.

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    Susan Crowson

    Sr Private Wealth Assoc

    Susan has worked at Merrill Lynch since 1981. Within the team, she is responsible for the administration of client accounts and corporate executive services. Susan earned her B.A. in Accounting from the University of West Florida.

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    Sandy Sheats

    Private Wealth Assoc

    Sandy joined Merrill Lynch in 1989. She has worked with ultra-high-net-worth clients throughout her career. Sandy provides a range of services to client families. She is also our team’s marketing coordinator.

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    Megan Stewart

    Reg Private Wealth Assoc

    Megan joined Merrill Lynch in 2011. Within the team, Megan is responsible for the administration of client accounts. She holds a B.A. in Marketing from the University of Georgia.

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    Dan Wright, CAIA®

    Sr Financial Analyst

    Dan joined Merrill Lynch in 2013 as an analyst for STG Partners. Within the team, he focuses on performance reporting, strategy implementation, and investment manager research. Dan earned a B.A. in Economics from Rhodes College in Memphis, Tennessee, and an M.S. in Financial Economics from Ohio University in Athens, Ohio. Dan holds the Chartered Alternative Investment Analyst (CAIA) designation. Prior to joining Merrill Lynch, he worked as analyst at Access Insurance Holdings performing financial analysis. Dan and his fiancée Jenny live in Atlanta.

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    Charles Stephens is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

    Art Rollins is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

    Merle Campbell is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

    Josh Solomon, CFP® is registered to do business in:AL, CA, DE, FL, GA, IL, LA, MI, NC, NJ, NV, OH, SC, TN, TX, VA, WA

    For questions regarding registration information please contact your Financial Advisor.
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    STG Partners

    Private Wealth Advisors

    3455 PEACHTREE ROAD N.E.  Ste. 200-1100
    ATLANTA, GA 30326 

    Phone(404) 264-2928

    Austin Stephens ( view profile )
    Private Wealth Advisor

    (404) 264-2928

    Art Rollins ( view profile )
    Private Wealth Advisor

    (404) 264-2929

    Merle Campbell ( view profile )
    Private Wealth Advisor

    (404) 231-2508

    Peter Amann ( view profile )
    Senior Consultant

    (404) 231-2466

    Josh Solomon, CFP® ( view profile )
    Private Wealth Advisor

    (404) 231-2474

    Colin White, CFA®, CFP® ( view profile )

    (404) 231-2548

    Chris Glover ( view profile )
    Sr Financial Analyst

    (404) 231-2406

    Adam Kay ( view profile )
    Sr Financial Analyst

    (404) 231-2483

    Nick Erneston ( view profile )
    Sr Financial Analyst

    (404) 264-2942

    Dawn Duggan ( view profile )
    Reg Senior Client Associate

    (404) 264-2931

    Jane Neumeyer ( view profile )
    Reg Senior Client Associate

    (404) 264-2931

    Patty Kopanski ( view profile )
    Sr Private Wealth Assoc

    (404) 264-2930

    Susan Crowson ( view profile )
    Sr Private Wealth Assoc

    (404) 264-2944

    Sandy Sheats ( view profile )
    Private Wealth Assoc

    (404) 264-6018

    Megan Stewart ( view profile )
    Reg Private Wealth Assoc

    (404) 231-2567

    Dan Wright, CAIA® ( view profile )
    Sr Financial Analyst

    (404) 231-6073








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