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Credentials
Series 66
Experience Industry experience
19 years
Location
Pearson, WI
Merrill
Institution
Byron Stevens is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in developing financial strategies and advice tailored to the unique needs of individuals, families, and business owners, focusing on areas such as college education planning, divorce transition planning, legacy planning, personal retirement planning, small business strategies, women and wealth, and retirement income. His team provides financial guidance to busy professionals, corporate executives, and business owners across the country, analyzing all segments of clients' financial lives including investments, liabilities, insurance, succession, and estate planning concerns.
Byron Stevens holds a Bachelor's Degree from the Purdue University System and has earned several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise in exit planning supports business owners in planning for growth and transitions related to their businesses.
He is involved in his local community as a past president and current secretary of the Brownsburg Rotary and serves on the board of Leadership Hendricks County. In his personal life, Byron enjoys spending time with his wife and their rescued dogs and cats, engaging in outdoor activities such as fishing and golfing, attending sports events, and traveling, particularly to wine regions and the Bourbon Trail.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Pearson, WI
Pearson WI
Advisors at this office
1
Illinois · Indiana · Texas · Wisconsin
19 years of industry experience
BANK of AMERICA, N.A.
2009 - Present • 17 years
Indianapolis, IN
Merrill Lynch, Pierce, Fenner, & Smith Incorporated
2009 - Present • 17 years
Indianapolis, IN
J.J.B. Hilliard, W.L. LYons, LLC
2007 - 2009 • 2 years
Carmel, IN
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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