Stephen StabileStephen Stabile, CEPA®, CRPC®Managing DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Stephen
Stephen Stabile is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Before joining the firm, Stephen spent more than 20 years at Merrill Lynch and First Republic, addressing the sophisticated financial needs of wealthy individuals and families.
Early in his career, Stephen built an industry-wide reputation for being an outspoken proponent and practitioner of "goals-based wealth management"—well before it was widely accepted. His leadership in this area allowed the team to build a loyal following of clients and advisors—with whom he was happy to share his perspectives and experience. In fact, while at Merrill Lynch, Steve provided peer-to-peer mentoring on goals-based planning. He has been quoted frequently—in The Wall Street Journal, On Wall Street, Investment News, Investors' Business Daily and Yahoo Finance.
Stephen has sharpened the team's approach to help clients look beyond the wealth accumulation stage of their lives and focus more closely on their legacy planning, tax planning and overall estate planning objectives.
Stephen is able to appreciate meaningful ways to help clients grow, preserve and ultimately, transfer wealth. He also examines ways to structure their wealth, optimize their balance sheets, utilize debt intelligently, mitigate tax consequences, and provide pre- and post-liquidity preparation. For Stephen, helping clients manage risk across their investments and liabilities is an ongoing focus.
Stephen holds an M.B.A. from the Massachusetts Institute of Technology Sloan School of Business, a B.S. in Finance/MIS from SUNY Albany's Business School, and is a graduate of Xavier High School. Stephen holds the Chartered Retirement Planning CounselorSM (CRPC®) designation and the Certified Exit Planning Advisor (CEPA) designation. He and his wife, Francesca, reside in Lower Manhattan and East Hampton with their three children. Stephen is a Trustee and Treasurer of Children's Museum of East End in Bridgehampton, New York.
CEPA® and Certified Exit Planning Advisor® are registered trademarks owned by Exit Planning Institute.
Chartered Retirement Planning CounselorSM or CRPC® are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.
Insights
Insight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now
What Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read Now
The Great Wealth Transfer: Estate planning, gifting and tax strategies for ’givers’
August 24, 2026Learn the pros and cons of lifetime giving, trusts and wills, and setting clear expectations for heirs when passing down wealth to the next generation.Read Now
Gold as a safe haven for investors – and how it can work in a diversified portfolio
August 24, 2026Gold can be a safe haven and still rise alongside stocks. Here’s what drives gold, how it can diversify a portfolio and why our strategists still like it for the rest of 2026.Read Now
From Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read Now
Endowment management: spending policies, asset allocation and smoothing
August 21, 2026Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read Now
Navigating divorce: options, costs and financial considerations
August 20, 2026There are several options when considering how to proceed with a divorce. Choosing what’s best for you can save time and money now and down the line.Read Now
The 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?
August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read Now
When will the Fed hike? It doesn’t matter
August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read NowInsight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read NowWhat Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read NowThe Great Wealth Transfer: Estate planning, gifting and tax strategies for ’givers’
August 24, 2026Learn the pros and cons of lifetime giving, trusts and wills, and setting clear expectations for heirs when passing down wealth to the next generation.Read NowGold as a safe haven for investors – and how it can work in a diversified portfolio
August 24, 2026Gold can be a safe haven and still rise alongside stocks. Here’s what drives gold, how it can diversify a portfolio and why our strategists still like it for the rest of 2026.Read NowFrom Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read NowEndowment management: spending policies, asset allocation and smoothing
August 21, 2026Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read NowNavigating divorce: options, costs and financial considerations
August 20, 2026There are several options when considering how to proceed with a divorce. Choosing what’s best for you can save time and money now and down the line.Read NowThe 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?
August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read NowWhen will the Fed hike? It doesn’t matter
August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read Now