Steve Dumsky is a Senior Vice President and Wealth Management Advisor with Merrill Lynch, where he has been since 1996. A Certified Financial Planner®, he is a member of the Group One Wealth Management team and holds a Bachelors degree from the University of Missouri System.
His team, Group One Wealth Management, was named one of the Best-In-State Wealth Management Teams in Kansas by Forbes in 2025.
Steve Dumsky, CFP®
Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management
Leawood, Kansas, United States
Overview
Topics They Care About
Sustainable Wealth
His team utilizes disciplined and sustainable approaches to help clients achieve financial goals without taking on unnecessary investment risk.
Intergenerational Advising
He values the long-term relationships he has built while advising multiple generations of his team's clients.
Financial Planning
As a Certified Financial Planner®, he focuses on structured approaches to help clients achieve their long-term financial objectives.
Media Appearances
Steve has no verified media appearances
Work History
8-1996
Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management
Education
1989 - 1994
Bachelor's Degree from University of Missouri System
More Information
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Location : Leawood, Kansas, United States
Job Level : Leadership
Designation : Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management
