Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Advisors” 2018, 2019
Forbes’ “America’s Top 250 Wealth Advisors” in 2018
Barron’s Top 1,200 Financial Advisors in
Leo G. Stevenson, CRPC®, is a Managing Director and the Senior Resident Director of the Wyandotte Office. Leo holds the Chartered Retirement Planning Counselor and the Retirement Benefits Consultant designations. Mr. Stevenson works with his clients to understand their concerns and priorities, developing wealth management strategies to help achieve their goals, focusing on retirement, personal, and business planning. Mr. Stevenson is a graduate of Michigan State University with a Financial Administration Degree and has been with Merrill since 1996. Leo is active in several community groups including the Wyandotte Downtown District Authority, finance committee member of a local parish, and many philanthropic endeavors. Mr. Stevenson was named to the Forbes "Best-in-State Wealth Advisors" list in 2018 & 2019*, Forbes "America's Top 250 Wealth Advisors" in 2018** and the Barron's® Top 1,200 Advisor list for 2014, 2015, 2016, 2017, 2018, 2019.***
*Source: Forbes "Best-in-State Wealth Advisors" list, February 2019. For more information about the selection criteria, visit: http://details-he.re/xR7HbE . Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.
*Source: Forbes "Best-in-State Wealth Advisors" list, February 2018. For more information about the selection criteria, go to http://details-he.re/UbRCGT. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome.
**Source: Forbes "America's Top 250 Wealth Advisors" list, developed by SHOOK Research, September 2018. For more information about the selection criteria, go to http://details-he.re/WHDBy4. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome.
***Source: Barron's "America's Top 1,200 Advisors: State-by-State" list, March 11, 2019. For information about the selection criteria, go to http://details-he.re/JxcfBM. Barron's is a trademark of DOW Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors.
The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
Michigan State University
Barron's "America's Top 1200 Financial Advisors State-by-State"
Forbes' "America's Top Wealth Advisors"
Forbes "America's Top State-by-State Advisors"
Forbes "America's Top Wealth Advisors"
Forbes "Best-in-State Wealth Advisors"
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.