Leo Stevenson Named One of 2019 Forbes Top Wealth Advisors

Leo Stevenson, managing director of wealth management in Merrill's Wyandotte office, was recently named to the 2019 Forbes “America’s Top Wealth Advisors” list.

Stevenson has been named to Barron’s list of Top 1,200 Advisors for six continuous years and to Forbes Top 250 Wealth Advisors twice. Leo has trained more than 500 Merrill Lynch financial advisors nationwide on practice management.

He holds the Chartered Retirement Planning CounselorSM and the Retirement Benefits Consultant designations. 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

Stevenson is active in his local community. He helped open a soup kitchen and was past director of the local Salvation Army, finance committee member of his local parish, and a member of the Wyandotte Downtown Development Authority.

He graduated from Michigan State University with a degree in finance. He is married to Marie, and resides in Grosse Ile.

The Forbes ranking of America's Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.