Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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 & 2020
Forbes’ “America’s Top 250 Wealth Advisors” in 2018, 2019 & 2020
Barron’s Top 1,200 Financial Advisors in 2014, 2015, 2016, 2017, 2018, 2019 & 2020
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 & 2020*, Forbes "America's Top 250 Wealth Advisors" in 2018, 2019 & 2020** and the Barron's® Top 1,200 Advisor list for 2014, 2015, 2016, 2017, 2018, 2019 & 2020***
*Source: The Forbes "Best-in-State Wealth Advisors" list, January 16, 2020. For more information about the selection criteria, go to http://details-he.re/cQUujC. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative or 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: The Forbes "America's Top Wealth Advisors" list, August 25, 2020. For more information about the selection criteria, go to http://details-he.re/xJOmtV. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative or 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: The Barron's "Top 1,200 Financial Advisors" list, March 13, 2020. For more information about the selection criteria, go to http://details-he.re/kpyVu9. Barron's is a trademark of Dow Jones & Company, Inc. 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.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
Forbes "America's Top Wealth Advisors"
Barron's "America's Top 1200 Financial Advisors State-by-State"
Forbes "America's Top State-by-State Advisors"
Forbes' "America's Top Wealth Advisors"
Forbes "Best-in-State Wealth Advisors"
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
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.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.