Steven Prickett - Private Banking & Investment Group at Merrill Lynch

Steve Prickett is a Global Institutional Consultant and Private Wealth Advisor with Merrill Lynch. He joined the Firm in 1986 and has extensive experience in helping foundations, endowments, defined contribution plans, pension plans, religious organizations, and high-net-worth individuals pursue their financial goals. He is particularly skilled in manager identification, evaluation, and quality control; the quantitative analysis of performance measurement; the development and implementation of socially responsible investment strategies; and the design and development of integrated wealth strategies for multiple generations of client families. Headquartered in Albuquerque, New Mexico, our team provides financial advice and guidance to clients throughout the United States. We are members of two specialized entities within Merrill Lynch that cater to distinctive clientele. As Global Institutional Consultants, we advise non-profit institutions, faith-based organizations, retirement plans, settlement trusts, and insurance companies, helping them fulfill their fiduciary obligations and enact their wider missions. As members of the Private Banking and Investment Group, we work closely with ultra-affluent individuals and families, developing integrated wealth strategies that address their immediate needs and long-term goals. Our dual focus amplifies our effectiveness in serving each client base. By advancing best practices, thoughtful strategy, and intellectual rigor, we foster an environment that promotes the positive outcomes of wealth for institutional and private clients alike.