Leo Stevenson
Leo Stevenson, CRPC®, is Managing Director and Senior Resident Director of the Wyandotte Office at Merrill Private Wealth Management. He develops wealth management strategies to help clients achieve their financial goals with focus on retirement, personal, and business planning. He has also trained over 500 Merrill Lynch Financial Advisors throughout the United States on client acquisition and relationship management. Stevenson, who has been with Merrill Lynch for over 25 years and has been recognized as one of the top wealth advisors in Michigan. He has received recognition from major industry publications for his standard and exemplary client service. In addition to his management responsibilities, he is highly involved in several community groups and philanthropic endeavors.
Leo Stevenson Professional Experience / Academic History
Professional Experience
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Managing Director, Senior Resident Director
Academic History
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Bachelors Degree, Financial Administration
THE WYANDOTTE TEAM
Stevenson leads the team in providing retirement planning, estate planning, charitable giving, cash flow and expense analysis, and portfolio management.
The Wyandotte team works with individuals, families, and businesses in the community to help them achieve their financial goals.
In addition to providing traditional advice and guidance, he helps build and manage his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.
RECOGNITIONS
Forbes America's Top 250 Welath Advisors, 2018-2023
Forbes Best-in-State Wealth Advisors, 2018-2023
Barron's Top 1,200 Financial Advisors, 2014-2023
Award Citizen of the Year, 2014
DESIGNATIONS
Chartered Retirement Planning Counselor™
Retirement Benefits Consultant
COMMUNITY INVOLVEMENT