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
AI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read Now
Introduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read Now
Will the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read Now
Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
A family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read Now
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read NowIntroduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read NowWill the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read NowInsight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowA family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read NowRotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read NowInsight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now