Please complete the CAPTCHA to continue
@ml.com
✓
2 phones found area 419
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Bill Stevens is listed as Vice President, Senior Financial Advisor at Merrill Lynch Wealth Management, a company with 45157 employees, based in Toledo, Ohio Metropolitan Area, United States. AeroLeads shows a work email signal at ml.com, phone signal with area code 419, and a matched LinkedIn profile for Bill Stevens.
Bill Stevens previously worked as Senior Financial Advisor, Vice President at Merrill Lynch Wealth Management and First Vice President - Investments at Wells Fargo Advisors. Bill Stevens studied at University Of Toledo.
This section adds company-level context without repeating Bill Stevens's masked contact details.
AeroLeads found 1 current-domain work email signal for Bill Stevens. Compare company email patterns before reaching out.
As a Financial Advisor for over 2 decades, I am dedicated to helping my clients meet their financial needs. Whether you are planning your retirement, or looking to preserve your wealth, I can help. My mission is to help each one of my clients plan for a financial future in a way that best meets his or her goals. Planning for Retirement – Whether you're an individual seeking tax-deferred growth or a business owner wanting to offer employees an attractive benefit, I can help you navigate the choices available to you. I offer assistance with a full array of retirement plans, including IRAs, Roth IRAs, Simplified Employee Pension(SEP) plans and SIMPLE plans for small businesses. I also have experience in assisting clients with the distribution options of their employer sponsored or retirement plan assets Retirement Income Planning – I can help you determine which retirement income strategies may help you reach your goals. I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation. Please contact me at 419-824-2631 or bill.stevens@ml.com*You have choices for what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs and goals, you may choose to rollover to an IRA or convert to a Roth IRA, rollover a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care.
Listed skills include Alternative Investments, Iras, 401K Rollovers, Investment Strategies, and 5 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Other employees you can reach at ml.com. View company contacts for 45157 employees →
Nathalie Santos
Colleague at Merrill Lynch Wealth ManagementGlastonbury, Connecticut, United States, United States
View →
FB
Frank Bowie
Colleague at Merrill Lynch Wealth ManagementFort Worth, Texas, United States, United States
View →
EF
Elvi Felizlaureano
Colleague at Merrill Lynch Wealth ManagementAllentown, Pennsylvania, United States, United States
View →
JC
Justin Covey, Cpfa®
Colleague at Merrill Lynch Wealth ManagementOklahoma City, Oklahoma, United States, United States
View →
SA
Steve Amura
Colleague at Merrill Lynch Wealth ManagementGreater London, England, United Kingdom, United Kingdom
View →
BB
Brandon Bloeth
Colleague at Merrill Lynch Wealth ManagementMassapequa, New York, United States, United States
View →
JR
Julius Readus, Cpwa®, Cpfa®, Crpc™
Colleague at Merrill Lynch Wealth ManagementFarmington Hills, Michigan, United States, United States
View →
KB
Kristi Braun, Cfp®, Crpc™
Colleague at Merrill Lynch Wealth ManagementSchaumburg, Illinois, United States, United States
View →
PR
Paul Rouche
Colleague at Merrill Lynch Wealth ManagementUnited States, United States
View →
GP
Greg Platt
Colleague at Merrill Lynch Wealth ManagementPennington, New Jersey, United States, United States
View →
Quick answers generated from the profile data available on this page.
Bill Stevens works for Merrill Lynch Wealth Management.
Bill Stevens is listed as Vice President, Senior Financial Advisor at Merrill Lynch Wealth Management.
AeroLeads has found 1 work email signal at @ml.com for Bill Stevens at Merrill Lynch Wealth Management.
AeroLeads has found 2 phone signal(s) with area code 419 for Bill Stevens at Merrill Lynch Wealth Management.
Bill Stevens is based in Toledo, Ohio Metropolitan Area, United States while working with Merrill Lynch Wealth Management.
Bill Stevens has worked for Merrill Lynch Wealth Management, Wells Fargo Advisors, and Smith Barney.
Bill Stevens's colleagues at Merrill Lynch Wealth Management include Nathalie Santos, Frank Bowie, Elvi Felizlaureano, Justin Covey, Cpfa®, and Steve Amura.
You can use AeroLeads to view verified contact signals for Bill Stevens at Merrill Lynch Wealth Management, including work email, phone, and LinkedIn data when available.
Bill Stevens studied at University Of Toledo.
Bill Stevens is listed with skills including Alternative Investments, Iras, 401K Rollovers, Investment Strategies, Retirement, Asset Allocation, Retirement Planning, and Securities.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Bill Stevens you were looking for.
