Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

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Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Leo G Stevenson

Profile

Leo G. Stevenson, CRPC®, is the Resident Director of the Wyandotte Office. Leo holds the Chartered Retirement Planning CounselorSM designation and the Retirement Benefits Consultant title. 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 being a member of the Board of Directors for Focus: HOPE, 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 2018-2022 (*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year), Forbes "America's Top Wealth Advisors" in 2018-2022 (*Source: The Forbes “America’s Top Wealth Advisors” list, published annually Aug - Oct. Rankings based on data as of Mar 31 - June 30 of current year) and the Barron's® Top 1,200 Advisor list for 2014-2022 (*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in March. Rankings based on data as of
September 30 of prior year).



*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based
on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry
experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management
and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and
advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the
right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is
not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.


*Source: The Forbes “America’s Top Wealth Advisors” list, published annually Aug - Oct. Rankings based on data as of Mar 31 - June 30
of current year.

Data provided by SHOOK® Research, LLC. America’s Top Wealth Advisors ranking was developed by SHOOK Research and is based on in person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client retention,
industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management
and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and
advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of
any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor.
Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective
client will experience a higher level of performance results. SHOOK’s research and rankings provide opinions intended to help investors
choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past
performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement
on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.


*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in March. Rankings based on data as of
September 30 of prior year.

The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience
and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number
of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under
management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal
company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s are
no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of
performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones
& Company, Inc. All rights reserved.

  • LANGUAGES

    English

  • EDUCATION

    Michigan State University

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

My mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. I help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. My wealth management approach is about using wealth to help turn goals into reality.

Philosophy

We live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are amended. That's why I believe that you and your situation are the best starting points from which to help plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. Because by understanding you and your priorities, I can more effectively offer my experience and resources and help you build a financial framework that is rooted in the unique complexities of your life.

Approach

Helping you pursue your goals starts with getting to know you. We will work together to create a financial approach that reflects your investment personality and is built around your life priorities. My process offers a flexible framework we can call upon to help you identify and prioritize your personal and professional financial goals, including areas such as education funding or your lifestyle in the future. I offer potential solutions to provide the “fit” that may best serve your objectives, risk tolerance, time horizon and liquidity needs. I help you understand fees and expenses associated with your accounts.

Staying on Track

We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.



Reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.



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      Transcript of Video 

      No question too big or moment too small

      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.