Steve Renz, CPFA® in

Steve Renz, CPFA®

Critic · DISC type C
Senior Financial Advisor, Senior Vice President at Merrill Lynch Wealth Management
📍 Kansas City, Missouri, United States

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.

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Experience
21 Years
Current Role
Senior Financial Advisor, Senior Vice President
Job Level
Leadership
Location
Kansas City, Missouri, United States
Personality Overview

How Steve shows up

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.

Priorities

Topics Steve cares 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.
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Career

Work history

6-2004
Senior Financial Advisor, Senior Vice President
Merrill Lynch Wealth Management
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2001 - 2003
Masters of Business Administration
Rockhurst University
1994 - 1998
Bachelor's Degree
University of Kansas
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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