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Senior Vice President, Investments

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Steve DeNapoli is a Magna Cum Laude graduate of Isenberg School of Management of U-Mass Amherst. He joined Merrill Lynch immediately out of business school as a trainee and now has over 38 years of experience advising individuals and families.

Steve has spent his career offering full-service investment management including financial, estate, educational, and retirement planning.

He enjoys spending time and communicating with his clients. Mr. DeNapoli believes that taking the time to know and understand them enables him to tailor each plan and investment portfolio to each client’s needs and risk profile.

Steve lives in Gloucester MA and has two grown daughters. He is a long time amateur winemaker and has been known to play drums in a classic rock band. He enjoys the outdoors, physical fitness and bike riding. ​


Background and qualification information is available at FINRA's BrokerCheck website


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