Stephanie
Wells

About this Advisor

Stephanie Wells is a financial advisor operating in Fairhope, Alabama, with a total of 11 years of experience as a financial advisor. Wells works at Merrill Lynch, Pierce, Fenner & Smith Inc. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Regions Bank, Bbva Compass and Bank Of America, N.A. Wells maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Alabama and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory business based in Fairhope, Alabama. It has offices in 3,270 locations and a total of 36,383 people on staff. It has $962 billion in assets under management across its 2,529,169 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 4,927 charitable organizations. Of its 2,529,169 accounts, just 7% are associated with high-net-worth individuals who have at least $1 million in assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management depend on which services the firm provides the client. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely include some combination of asset-based, fixed and commission-based fees.