Leo Stevenson

Leo Stevenson

Formal First Name

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.

Professional Experience

Academic History


  • 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. 


  • 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



  • Board of Directors, Focus: HOPE

  • Board of Directors, Wyandotte Downtown District Authority

  • Advisory Board, Salvation Army

  • Committee Member, Wyandotte DDA

  • Committee Member, Local Parish