Steven Marc Stillwater, CFP®
Vice President, Wealth Management,
Financial Advisor,
Portfolio Manager
Direct:
(248) 723-1868(248) 723-1868
Toll-Free:
(800) 334-8866(800) 334-8866
My Mission Statement
I strive to help families and individuals who are concerned about suffering a loss in their financial security or worried about not having enough money to live the lifestyle they want in retirement. I do this by keeping you fully informed as to where you stand and by providing proactive ideas that may help assist you with achieving your goals.
Welcome
For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve.
My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked and determine how we can help you adjust your investment strategy to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked and determine how we can help you adjust your investment strategy to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
Securities Agent: MD, CA, DC, CT, AL, GA, OK, NC, TX, NE, MI, OR, OH, MA, KY, WA, VA, IN, FL, SC, NY, NJ, AZ, UT, MT, CO, WI, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 1610597
NMLS#: 1610597
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Through Morgan Stanley, my clients have access to a broad range of financial solutions. These solutions may include both the firm's product and service offerings, as well as those from third-party providers like insurance companies and mutual fund families. As your Financial Advisor, I will work with you to identify appropriate investments that are specific to your individual needs and circumstances. Please contact me to learn more about my areas of focus.
Investments, Cash Management and Lending
I offer an array of solutions for both your near-term priorities and long-term objectives.
Closed-End Funds
Equities
Fixed Income
IRAs
Mutual Funds
Structured Investments
Unit Investment Trusts
Closed-End Funds
Equities
Fixed Income
IRAs
Mutual Funds
Structured Investments
Unit Investment Trusts
Managed Accounts and Advisory Solutions
With our Managed Accounts and Advisory Solutions, we will work with you to develop and monitor an individual portfolio that is tailored to your personal objectives. Our solutions provide customized portfolio construction and asset allocation, as well as professional portfolio management. You can select from a wide range of programs--each with their own unique features, and all based on the firm's consultative approach to investing.
Financial Advisor- and Client-Directed Programs
Separately Managed Account Programs
Unified Managed Account Program
Financial Advisor- and Client-Directed Programs
Separately Managed Account Programs
Unified Managed Account Program
Planning
Careful planning can be crucial to nearly any financial goal. Whether you want to comfortably retire, save for your children or grandchildren's college, or maximize the legacy you can leave your heirs, I can assist you with reviewing your situation and help determine appropriate strategies. My planning services include:
Financial Planning and Financial Goal Analysis
Financial Planning and Financial Goal Analysis
Sharing What Matters Most
Reserved Living & Giving is a complimentary loyalty program for eligible and enrolled Morgan Stanley clients* designed to enhance your lifestyle and go beyond traditional wealth management services. The program provides access to exclusive offers and discounts from luxury brands and curated content.
Enjoy Reserved Living & Giving Partner Offers and Experiences
Enrolled Reserved clients and their families can take advantage of a wide range of discounts and offers such as preferred pricing on a selection of luxury vehicles, best-in-class providers of travel planning and hotels, boutique wine sourcing, hard-to-get tickets, art advisory, gifts, personal insurance, and health and wellness services You will find exciting offers from premium brands as well as select emerging brands we think you will enjoy. Some of our exceptional partners include Mercedes-Benz, Lexus, Tourneau, Hotel Engine, Red Door Spa and Godiva.
Learn More >Explore Insights & Inspirations
The Insights and Inspiration section on Reserved Living & Giving contains exclusive insights from Morgan Stanley thought leaders and our distinguished Reserved partners with curated articles on topics such as family lifestyles, healthy aging, travel, and philanthropic inspiration.
Learn More >Build a Legacy of Giving
Philanthropy is a key part of the Reserved experience. Morgan Stanley’s enduring philanthropic tradition is shared by many of our clients and their families. We celebrate our clients’ strong desire to make a difference in their communities by sharing inspirational stories and educational insights that help them give back.
Learn More >A CERTIFIED FINANCIAL PLANNER™, financial advisor, with over 8 year’s industry experience, who designs comprehensive plans encompassing virtually every aspect of your financial life.
Well-versed in the technology and tools available to assist you in making sound financial decisions today that can affect your future.
Having grown up with a parent in the financial services industry I learned at a young age how important it was to set a budget, save money for the future and have a long term plan.
Graduated from Eastern Michigan University with a BBA in Finance.
I am a 2 time full marathon runner and have recently taken up triathlons. In my spare time, I enjoy playing guitar, going to concerts, reading and spending time with my family. I have two wonderful step children. My wife Carrie and I were recently married; she is my most valuable asset.
Morgan Stanley Smith Barney LLC. member SIPC
CRC 2461479
03/2019
Well-versed in the technology and tools available to assist you in making sound financial decisions today that can affect your future.
Having grown up with a parent in the financial services industry I learned at a young age how important it was to set a budget, save money for the future and have a long term plan.
Graduated from Eastern Michigan University with a BBA in Finance.
I am a 2 time full marathon runner and have recently taken up triathlons. In my spare time, I enjoy playing guitar, going to concerts, reading and spending time with my family. I have two wonderful step children. My wife Carrie and I were recently married; she is my most valuable asset.
Morgan Stanley Smith Barney LLC. member SIPC
CRC 2461479
03/2019
Location
40701 Woodward Ave.
Ste 200
Bloomfield Hills, MI 48304
US
Direct:
(248) 723-1868(248) 723-1868
Toll-Free:
(800) 334-8866(800) 334-8866
Fax:
(248) 723-1850(248) 723-1850
Wealth Management
Global Investment Office
Portfolio Insights
Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
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Ready to start a conversation? Contact Steven Marc Stillwater today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
