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Leo G. Stevenson, CRPC®, is a Managing Director and the Senior Resident Director of the Wyandotte Office. Leo holds the Chartered Retirement Planning Counselor designation. 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 Lynch 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*, Forbes "America's Top 250 Wealth Advisors" in 2018** and the Barron's® Top 1,200 Advisor list for 2014, 2015, 2016, 2017, 2018.***
*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 12, 2018. 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"
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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 give you peace of mind* that you're on track to help 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.
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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. 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.
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