Stephen StabileStephen StabileManaging 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 two children. Stephen is a Trustee and Treasurer of Children's Museum of East End in Bridgehampton, New York.
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
Past, present, future: Here’s where we stand
November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read Now
The impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Planning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
Custodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read Now
A loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read Now
What will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read Now
Outlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read Now
We need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Your house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowPast, present, future: Here’s where we stand
November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read NowThe impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowPlanning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowCustodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read NowA loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowWhat will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now