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
Where to invest cash to boost its yield
June 1, 2026Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
If the shock doesn’t stick: Mapping out de-escalation
May 29, 2026Markets remain priced for persistent risk, but if tensions with Iran ease, investors could rotate toward unloved and less-owned sectors and regions.Read Now
What is a living trust?
May 27, 2026You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
What motivates borrowers to leverage different lines of credit?
May 26, 2026Learn more about what influences borrowers to leverage different portfolio lines of credit, from seasonal themes to personal financial goals.Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
Helping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
How parents can create financially independent adults
May 18, 2026Education, communication and planning are key for successfully raising financially independent adults.Read Now
J.P. Morgan Summer Reading List 2026
May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read NowWhere to invest cash to boost its yield
June 1, 2026Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read NowIf the shock doesn’t stick: Mapping out de-escalation
May 29, 2026Markets remain priced for persistent risk, but if tensions with Iran ease, investors could rotate toward unloved and less-owned sectors and regions.Read NowWhat is a living trust?
May 27, 2026You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read NowWhat motivates borrowers to leverage different lines of credit?
May 26, 2026Learn more about what influences borrowers to leverage different portfolio lines of credit, from seasonal themes to personal financial goals.Read NowFamily wealth services: Building in a more holistic approach to wealth management
May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowThe value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowHelping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read NowHow parents can create financially independent adults
May 18, 2026Education, communication and planning are key for successfully raising financially independent adults.Read NowJ.P. Morgan Summer Reading List 2026
May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read Now