Your lasting legacy

Three generations in the front yard

Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.

Young family at the beach

Steven Smith

Senior Vice President–Wealth Management

Steve advises a select group of ultra-high-net-worth clients, helping them understand, map, and deploy their wealth effectively. He offers a multi-generational perspective that addresses client priorities while supporting their vision and values for future generations. Steve has extensive experience advising Section 16 officers and venture capital partners about the opportunities and challenges inherent in their unique circumstances. He is particularly skilled in portfolio construction and analysis, concentrated stock management, tax minimization strategies, risk analysis, wealth transfer, and long-term wealth strategy.

Analytical and thorough by nature, Steve seeks to help families enact thoughtful strategies to preserve their wealth and avoid the pitfalls that can accompany substantial success. Steve began his financial services career in 1999 at Deloitte and Touche, working in the Assurance and Advisory Services division, attaining the CPA designation.

In 2003, Steve joined Merrill Lynch. Steve is an active fundraiser for the American Cancer Society. He and his siblings lead a charitable venture supporting area families in need. Steve and his wife Dabney live in Wenham, Massachusetts, with their two children, Sydney and Zachary.

Registered States:
  • CA
  • CO
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TX
  • VA
  • VT
  • WA

  • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit


  • Certified Investment Management Analyst®
  • Certified Exit Planning Advisor
One Post Office Square
35th floor
Boston, MA 02109
  • (617) 439-8161

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