Background & Experience
Stephen Tu is an experienced financial expert with over 15 years of experience working at the top firms in the industry. Having worked at Wells Fargo, Wachovia, Morgan Stanley, and Merrill Lynch, Stephen has been able to bring his expertise to Seacrest to help his clients succeed financially. At Morgan Stanley, he was the top corporate reinvestment partner for his length of service in the entire company. His team managed Google, Microsoft, Boeing, Chevron, Broadcom, HP, Visa, and many other corporate plans. Stephen helped many companies go IPO such as VISA, Facebook, Tableau and the list goes on. His clients include politicians, CEO’s, VPs, and CEO’s of top Fortune 500 companies. In 2013 he joined Merrill Lynch to head the corporate reinvestment team there and became a Forbes Ranked Top Next Generation Advisor in 2018. At Seacrest he continues his quest to achieve all of his clients’ financial goals and specializes in retirement planning, estate planning, complex lending strategies, private equity, annuities and life insurance.
How I Can Help You
Stephen treats every one of his clients as family. Family is the most important thing in life and Stephen wants to get to know every client’s needs, goals, and financial desires so that he can work with them to exceed those goals. Schedule a time to review your portfolio today and go over what’s important to you.