Stephen Merrill | Heritage Financial Advisors

Legacy Financial Consultants LLC announced that Stephen Merrill joined the firm, working primarily with young professionals, entrepreneurs, families and those nearing retirement.

Merrill brings over 30 years of experience in the financial services industry. Throughout his career, Merrill has been committed to helping his clients achieve their individual goals through a thoughtful and intentional approach to managing their financial lives. Merrill offers comprehensive financial planning for individuals, families, retirees, executives and business owners in the areas of asset management, retirement planning, education financing, personal risks, estate planning and insurance strategies.

He held various positions, working at Reuters America, LLC for a decade, overseeing sales territories and later in an account management role within the organization. In 2013, Merrill joined Heritage as a Financial Planner, providing personalized financial planning and exemplary customer service to families, individuals and businesses. In January 2018, he joined Lincoln Financial Advisors Corp., serving clients for five years before joining Heritage Financial Consultants in 2022.