Stephanie
Whorf

About this Advisor

Stephanie Whorf is a financial advisor located in Montgomery, Alabama. Currently a registered financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, Whorf has 12 years of practice as an investment advisor. Whorf has a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative. Whorf is able to advise clients based out of Alabama and Texas. During their career, Whorf has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bb&T, Lowes, Cooks Station, Alabama Army National Guard, Applebees, Mcdonalds and Troy University. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in Montgomery, Alabama, and operates out of 3,270 locations across the country. As a registered advisory firm, Merrill Lynch, Pierce, Fenner & Smith Inc manages $962 billion in assets dispersed across 2,529,169 client accounts and retains more than 36,383 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the nation. The firm manages 778,387 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 7% of the advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc can offer 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. The firm may charge clients asset-based, fixed and commission-based fees.