Who is Leo Stevenson(CRD#: 2701373)?Everything you need to know about Leo Stevenson and their accolades
The Wyandotte Office’s Senior Resident Director is Leo Stevenson, CRPCTM. Leo is a certified retirement planning counselor and a certified retirement benefits consultant. In order to design wealth management plans that will assist his customers reach their goals, Mr. Stevenson collaborates with them to understand their priorities and concerns. He focuses on retirement, personal, and business planning. Mr. Stevenson joined Merrill in 1996 and holds a degree in financial administration from Michigan State University.
He is involved in a number of neighborhood organizations, serving on the boards of Focus: HOPE, the Wyandotte Downtown District Authority, a nearby parish’s financial committee, and engaging in a number of charitable projects. He was included on Forbes’ “Best-in-State Wealth Advisors” list for the years 2018 through 2023.
About FIRM:History, achievements, leadership, lawsuits, & disputes
What is Merrill Lynch Wealth Management?
Merrill Lynch Wealth Management is a division of Bank of America that provides financial planning and investment management services to individuals, families, and businesses. The firm has a long-standing history of serving the financial needs of clients, and it is well-known for its sophisticated investment products and services.
The History of Merrill Lynch Wealth Management
Merrill Lynch Wealth Management was founded in 1914 by Charles Merrill and Edmund Lynch. The company was initially established to provide investment banking services to middle-market companies. However, over the years, Merrill Lynch expanded its services to include retail brokerage, wealth management, and financial planning.
In 2009, Merrill Lynch was acquired by Bank of America, and the two companies merged to form one of the largest financial institutions in the world. Today, Merrill Lynch Wealth Management has over 14,000 financial advisors and manages over $2.3 trillion in client assets.
The benefits of using Merrill Lynch Wealth Management
One of the primary benefits of using Merrill Lynch Wealth Management is the firm’s extensive resources and expertise. The company has a team of experienced financial advisors who work closely with clients to develop customized investment strategies based on their individual needs and goals.
Merrill Lynch Wealth Management also provides clients with access to a wide range of investment products and services, including mutual funds, exchange-traded funds (ETFs), stocks, bonds, and alternative investments. Additionally, the firm offers a variety of tools and resources to help clients monitor their investments and make informed decisions about their financial future.
The key features of Merrill Lynch Wealth Management
Merrill Lynch Wealth Management offers a range of features to help clients manage their investments and plan for their financial future. Some of the key features of the firm include:
Merrill Lynch Wealth Management offers comprehensive financial planning services to help clients achieve their financial goals. The company’s financial advisors work with clients to develop customized financial plans based on their individual needs and goals.
Merrill Lynch Wealth Management offers a range of investment management services, including portfolio management, asset allocation, and investment research.
Merrill Lynch Wealth Management offers a range of retirement planning services to help clients plan for their retirement. The firm’s financial advisors can help clients develop a retirement savings plan, estimate retirement expenses, and evaluate retirement income sources.
The different types of accounts offered by Merrill Lynch Wealth Management
Merrill Lynch Wealth Management offers a range of account options to meet the unique needs of individual clients. Some of the account options offered by the firm include:
Individual Retirement Accounts (IRAs):
Merrill Lynch Wealth Management offers traditional, Roth, and SEP IRAs to help clients save for retirement.
Merrill Lynch Wealth Management offers a range of brokerage accounts, including individual, joint, and custodial accounts.
Trusts and estates:
Merrill Lynch Wealth Management offers trust and estate planning services to help clients protect their assets and ensure that their wishes are carried out.
How to open an account with Merrill Lynch Wealth Management
Opening an account with Merrill Lynch Wealth Management is a straightforward process. Clients can either contact a financial advisor directly or visit the Merrill Lynch Wealth Management website to get started. The firm’s financial advisors will work with clients to determine their investment goals and risk tolerance and recommend an investment strategy that is tailored to their individual needs.
The fees and costs associated with Merrill Lynch Wealth Management
Merrill Lynch Wealth Management charges clients a fee based on the percentage of assets under management. The fee varies depending on the size of the account and the services provided. Additionally, some investment products and services offered by Merrill Lynch may also have additional fees and expenses.
The Merrill Lynch Wealth Management mobile app
Merrill Lynch Wealth Management offers a mobile app that allows clients to monitor their investments and access account information from their mobile devices. The app provides real-time market data, investment news, and alerts to help clients stay informed about their investments.
The Merrill Lynch Wealth Management website provides clients with access to a range of tools and resources to help them manage their investments and plan for their financial future. The website includes market data, investment research, and educational resources to help clients make informed investment decisions.
How to achieve Financial Success with Merrill Lynch Wealth Management
Achieving financial success with Merrill Lynch Wealth Management requires a proactive approach to managing your investments and planning for your financial future. Here are some tips to help you get started:
Set clear financial goals:
To achieve financial success, it’s important to set clear financial goals and develop a plan to achieve them. Work with your financial advisor to identify your short-term and long-term financial goals and develop a plan to achieve them.
Monitor your investments:
Regularly monitoring your investments is essential to ensuring that your portfolio remains aligned with your investment goals and risk tolerance. Work with your financial advisor to regularly review your portfolio and make adjustments as needed.
Diversify your portfolio:
Diversifying your portfolio is essential to managing risk and achieving long-term investment success. Work with your financial advisor to develop a diversified investment strategy that is tailored to your individual needs and goals.
Take advantage of tax-efficient strategies:
Managing taxes is an important part of achieving financial success. Work with your financial advisor to identify tax-efficient investment strategies that can help you minimize your tax liability and maximize your investment returns.
Leo Stevenson Disclosures: BrokerCheck, FINRA, And SEC ReportsEvery complaint, disclosure, litigation against Leo Stevenson
To offer stocks or give financial advice, a person must be registered, and they must also declare any regulatory measures taken against them, employment terminations, bankruptcies filed, or criminal or civil legal activities they have been involved in.
The type of disclosure event involved is given below:
Consumer-initiated, investment-related arbitration or civil suit containing allegations of sales practice violations against the individual broker that was dismissed, withdrawn, or denied
Therefore, The customer alleges inappropriate investments and recommendations.
Financial Advisors often take down their client disputes from FINRA’s Public database through Disclosure Expungement. Even law firms provide expungement services to FAs so that they can hide or remove their client disputes and maintain a clean record. So the lack of any disclosures on BrokerCheck doesn’t necessarily mean that the broker hasn’t had any disputes in the past.
Leo Stevenson Lawsuits, Legal Battles, & DisputesActive database of all lawsuit documents (subject to availability) against Leo Stevenson
Most court cases filed in the United States of America are archived on CourtListener, UniCourt, Law.com, Justia, and Trellis. law, and Law360. If Leo Stevenson has been involved in any such lawsuits, then you can find the documents using the links down below:
There might be more pending lawsuits against Leo Stevenson that are not listed on these directories. Lawsuit files are often deleted from online directories. So if you cannot find any lawsuits against Theresa Gorin on these websites, you can contact the local authorities and check if they have a physical copy of any cases.
Leo Stevenson Complaints, Class Action Lawsuits & Legal BattlesRead all class action lawsuits and SEC complaints against Leo Stevenson (if available)
The following websites/directories are the best sources for finding complaints, litigations, and disputes against finance advisors. You can find all the complaints against Leo Stevenson using the websites down below: