Steve Dumsky, CFP®
Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management
📍 Leawood, Kansas, United States
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.
Read the full overview →Experience
29 Years
Current Role
Wealth Management Advisor, Senior Vice President
Job Level
Leadership
Location
Leawood, Kansas, United States
Personality Overview
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Priorities
Topics Steve cares 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.
Career
Work history
8-1996
Wealth Management Advisor, Senior Vice President
Merrill Lynch Wealth Management
In the press
Media appearances
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Education
1989 - 1994
Bachelor's Degree
University of Missouri System
Social presence
Other Merrill Lynch Wealth Management Employees
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