PROFESSIONAL PROFILE

Stephen A. Tulli is a Wealth Management Advisor and has served in this capacity for thirteen years. He joined Merrill Lynch in 2005, coming from Morgan Stanley.

Stephen focuses on investment consulting services and retirement plans for small to mid-size corporate and non-profit clients, endowments and foundations. Stephen also handles wealth management and retirement planning services for a select group of private clients.

Stephen frequently lectures to non-profits and the business community on asset allocation, portfolio management and Socially Responsible Investing. For non-profit clients, Stephen works with the Merrill Lynch Center for Philanthropy and Non-Profit Management to improve clients' philanthropic and donor-based strategies.

Stephen collaborates with clients' CPA's and attorneys to develop and implement strategies and hosts an ongoing series of Continuing Education meetings for CPA's and attorneys. He is currently a member of the Chester County Estate Planning Council.

Stephen served as Chairman of the Board of the Malvern Retreat House for six years and was Chairman of Malvern's Development Council for two years. In 2006, he was awarded the William M. Lennox Award at Malvern, the highest honor bestowed to a Catholic lay-person. He currently serves on the Board of Governors of the West Catholic Alumni Association and is a Trustee of the William H. McGarvey Scholarship Fund.

Stephen received a B.S. in Business Administration in 1988 and an MBA in 1993 from Villanova University and lives in Collegeville, PA with his wife and two children.

The Merrill Lynch Center for Philanthropy & Nonprofit ManagementSM is one of the leading resources in the nation for philanthropic financial services. We are uniquely positioned to understand and serve the needs of both individual philanthropists and nonprofit institutions.

When working with individuals, we consider the personal motivations behind giving but also view philanthropy as an integral component of the overall managing of wealth. Our work with nonprofit institutions is strongly directed by our understanding of their specific financial management needs and challenges. Finally, we strive to strengthen the impact of giving in communities across the country by bridging the gap between philanthropists and nonprofit institutions.

Against the backdrop of Merrill Lynch's global resources, investment expertise and financial solutions, we offer all our clients the personalized service essential to translating their good intentions into strategic, meaningful action.