Steve Samuels
Merrill Lynch Wealth Management

Steve Samuels, managing director, client segments and advisor development, Merrill Lynch Wealth Management, works closely with product teams, segment heads, advisory councils to management, and complementary lines of business across the enterprise on the coordination and delivery of the firm’s client-focused strategy.  Previously, Mr. Samuels was responsible for advisor and field communications activities across Merrill Lynch Wealth Management and the Private Banking and Investment Group.  Before that, he served as the national sales executive for U.S. Wealth Management and ran the global practice management consulting group to help financial advisors and teams optimize their practices.  He is on the executive committee of the Private Client Services Group for the Securities Industry and Financial Markets Association.  He earned an MBA, Stern School of Business, New York University, and an undergraduate degree from the Albany Business School, State University of New York, where he serves on the Dean’s Advisory Board.