Steve Renz, CPFA®

Critic
DISC Type : C

Senior Financial Advisor, Senior Vice President at Merrill Lynch Wealth Management

Kansas City, Missouri, United States

Overview

Steve Renz is a Senior Vice President and Senior Financial Advisor at Merrill Lynch in Kansas City. His team, with 80 years of collective experience, has been repeatedly recognized by Forbes. He holds an MBA from Rockhurst University and is a Certified Plan Fiduciary Advisor.

Outside of work, Steve is involved in his community, having served as Treasurer for BikeWalkKC, a non-profit focused on pedestrian and cyclist advocacy. He is a proud father, recently navigating the financial steps of sending his daughter to his alma mater, the University of Kansas.

His wealth management team was ranked #1 in Missouri by Forbes for 2023, 2024, 2025, and 2026.

Personality Overview

Objective Thinker

Negotiator

Information Seeker

They are quite likely to negotiate on pricing or other key terms.  They don’t appreciate bells and whistles unless backed by data. They enjoy working alone and do not rely on others very often.

Topics They Care About

Wealth Management
His career focus is on wealth management, and his team has received multiple "Best-in-State" awards from Forbes for their work.
Retirement Planning
He is a Retirement Accredited Financial Advisor and frequently posts about planning for retirement, particularly for those over 50.
Community Advocacy
He has served on the board as Treasurer for BikeWalkKC, demonstrating an interest in local non-profits and civic improvement.

Media Appearances

Steve has no verified media appearances

Work History

6-2004
Senior Financial Advisor, Senior Vice President at Merrill Lynch Wealth Management

Education

2001 - 2003
Masters of Business Administration from Rockhurst University
1994 - 1998
Bachelor's Degree from University of Kansas

More Information

Social Presence :

Prographics :

Exp : 21 Location : Kansas City, Missouri, United States Job Level : Leadership Designation : Senior Financial Advisor, Senior Vice President at Merrill Lynch Wealth Management
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Insights For Selling To Steve

During A Call Or A Meeting

DO's

  • Be ready to answer many clarity-seeking questions and requests for information
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Be formal and objective, they will appreciate it more

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Do not use very emotional or colorful language

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Steve is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Steve

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Steve move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Steve take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Steve

Personality Compatibility


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