Stan Smith, CPM^®

Senior Vice President–Wealth Management
Private Wealth Advisor
Senior Portfolio Manager

Stan joined Merrill Lynch in 2008 with 20 years of previous experience in the financial services industry. He draws on this extensive background to help clients develop strategies for simplifying complex wealth management needs. His team duties include managing portfolios and conducting portfolio performance reviews with clients.

Stan is a specially qualified senior portfolio manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios and third-party investment strategies. Senior portfolio advisors are provided a high degree of flexibility in constructing portfolios and selecting securities. When servicing clients through the firm’s Investment Advisory Program, a senior portfolio manager may manage his strategies on a discretionary basis. After meeting certain additional requirements, a senior portfolio manager may use his own strategies to manage the assets of other Merrill Lynch advisors’ clients. Stan holds the Certified Portfolio Manager (CPM^®) designation.

Stan’s personal interests include golf and travel. He and his wife, Melanie, live in Orlando and he is a member and resident at Lake Nona Golf and Country Club.