New Smyrna Beach, FL Office

William Stevens is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over two decades of experience in helping clients meet their financial needs. He works closely with individuals and families to develop personalized wealth management strategies that align with their goals, focusing on areas such as education planning, family wealth management, legacy planning, personal retirement planning, and socially responsible investing. His approach centers on understanding clients’ life priorities to create flexible, tailored financial plans. William’s expertise includes retirement planning and income strategies, assisting clients with a range of retirement plans including IRAs, Roth IRAs, Simplified Employee Pension (SEP) plans, and SIMPLE plans for small businesses. He also advises on distribution options for employer-sponsored retirement assets. Holding the Personal Investment Advisor (PIA) designation, William’s educational background includes studies at Western Michigan University and the University of Toledo. Outside of his professional role, William participates in community volunteering consistent with Merrill’s tradition of community involvement. His personal interests include camping, fishing, football, ice hockey, music, skiing, traveling, and spending time with his family.