Founder, Ceo
Current
Stevens Visionary Strategies Llc
Award winning financial content, consulting and retirement coaching
Jul 2009 - Present
AeroLeads people directory · profile
Sue Stevens Email & Phone Number
Content, coaching, encouraging creativity
at
Stevens Visionary Strategies LLC
1 work email found
@bamadvisor.com
5 phones found area 847
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Stevens Visionary Strategies LLC
Role
Content, coaching, encouraging creativity
Location
Lake Forest, Illinois, United States
Who is Sue Stevens? Overview
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Quick answer
Sue Stevens is listed as Content, coaching, encouraging creativity at Stevens Visionary Strategies LLC, based in Lake Forest, Illinois, United States. AeroLeads shows a work email signal at bamadvisor.com, phone signal with area code 847, and a matched LinkedIn profile for Sue Stevens.
Sue Stevens previously worked as Founder, CEO at Stevens Visionary Strategies Llc and Wealth Advisor, High Net Worth Strategy at Buckingham Strategic Wealth. Sue Stevens holds Mba, Finance, Policy, Accounting from The University Of Chicago Booth School Of Business.
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{first_initial}{last}@bamadvisor.com
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Profile bio
About Sue Stevens
Sue is the CEO/founder of Stevens Visionary Strategies. Sue has authored the award-winning financial life planning book series, Dreams of Wealth. Her previous role was as a Senior Wealth Advisor/High Net Worth Strategy at Buckingham Strategic Wealth, where she led the Chicago office team. Prior to that, she founded and ran Stevens Wealth Management for 18 years. Sue has been widely quoted in major media and featured in many financial podcasts, including the Wall Street Journal, Chicago Tribune, New York Times, Kitces, AICPA. Sue has also held leadership roles at Arthur Andersen, Morningstar and Vanguard. Sue is an accomplished cellist who performed with the Chicago Symphony, Lyric Opera, New York String Orchestra, and as a fellow at Tanglewood. Sue played with many entertainers, including Frank Sinatra, Tony Bennett, Liza Minelli, George Benson, Dionne Warwick and has played on several Grammy-winning/platinum commercial albums.Sue holds a Master of Business Administration (MBA) from the University of Chicago, a Master of Science in Wealth Management from the College for Financial Planning, and a Bachelor of Music from Northwestern University.
Listed skills include Wealth Management, Incorporating Philanthropy Into Life Planning, Retirement Planning, Investment Advisory, and 12 others.
Current workplace
Sue Stevens's current company
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Stevens Visionary Strategies Llc
7 roles · 37 years
Sue Stevens work experience
A career timeline built from the work history available for this profile.
Wealth Advisor, High Net Worth Strategy
Jan 2018 - Dec 2022
Professional Cellist
Freelance
Sue has a diverse musical background with extensive performance experience. At 18, she toured Europe as principal cellist with the American Youth Symphony & Chorus, performing in Amsterdam, Berlin, London and Edinburgh. At age 22 she performed with the New York String Orchestra at Carnegie Hall and the Kennedy Center. PBS filmed a special following the young musicians and their renowned mentors. A year later, Sue was invited to be a fellow at Tanglewood Music Festival, playing under the direction of Leonard Bernstein, Seiji Ozawa, and Gunther Schuller. She was awarded the C.D. Jackson Master Award that summer along with Wynton Marsalis. Returning home, Sue was invited to join the Civic Orchestra as principal cellist and quickly transitioned to performing as a substitute/extra with the Chicago Symphony Orchestra (CSO). She contributed to Grammy-winning recordings working with Sir Georg Solti and Carlo Maria Giulini. Sue's musical journey expanded to encompass tours, recordings, concerts and TV specials with Mannheim Steamroller, Frank Sinatra, Tony Bennett, George Benson, Gladys Knight, Dionne Warwick, Liza Minnelli, Smoky Robinson. She performed at various Chicago theaters in iconic performances including Joel Gray in Cabaret, Anthony Quinn in Zorba, David McCallum in Camelot.Sue embarked on a career change in her early 30s, transitioning to personal finance. Her journey as a cellist and her wide-ranging experiences across genres, stages, and recording studios showcase her versatility, dedication, and ability to excel in both artistic and professional domains.
Sep 1979 - Mar 2020
Ceo, Founder
Stevens Wealth Management
Financial planning and wealth management
Jan 2000 - Dec 2017
Director, Financial Planning
Founded, wrote and edited Morningstar Practical Finance, a monthly personal finance newsletterHosted Morningstar.com Conversation Board Improve Your Portfolio/Sue
May 1999 - Dec 2007
Senior Manager, Research & Development
Headed Participant Education team that created mass market financial planning materials and workshops for retirement plan participants. Won awards for Financial Education series.
1996 - 1999
~3 yrs
Senior Manager
Arthur Andersen Llp
Investment Advisory board member; provided financial advice to high net worth individuals; created proprietary financial tools for individuals and organizations
1990 - 1996
~6 yrs
4 education records
Sue Stevens education
Mba, Finance, Policy, Accounting
The University Of Chicago Booth School Of Business
Masters Of Science, Wealth Management
College For Financial Planning
Bachelor Of Music, Applied Cello
Northwestern University
Diploma
York Community High School
FAQ
Frequently asked questions about Sue Stevens
Quick answers generated from the profile data available on this page.
What company does Sue Stevens work for?
Sue Stevens works for Stevens Visionary Strategies LLC.
What is Sue Stevens's role at Stevens Visionary Strategies LLC?
Sue Stevens is listed as Content, coaching, encouraging creativity at Stevens Visionary Strategies LLC.
What is Sue Stevens's email address?
AeroLeads has found 1 work email signal at @bamadvisor.com for Sue Stevens at Stevens Visionary Strategies LLC.
What is Sue Stevens's phone number?
AeroLeads has found 5 phone signal(s) with area code 847 for Sue Stevens at Stevens Visionary Strategies LLC.
Where is Sue Stevens based?
Sue Stevens is based in Lake Forest, Illinois, United States while working with Stevens Visionary Strategies LLC.
What companies has Sue Stevens worked for?
Sue Stevens has worked for Stevens Visionary Strategies Llc, Buckingham Strategic Wealth, Freelance, Stevens Wealth Management, and Morningstar.
How can I contact Sue Stevens?
You can use AeroLeads to view verified contact signals for Sue Stevens at Stevens Visionary Strategies LLC, including work email, phone, and LinkedIn data when available.
What schools did Sue Stevens attend?
Sue Stevens holds Mba, Finance, Policy, Accounting from The University Of Chicago Booth School Of Business.
What skills is Sue Stevens known for?
Sue Stevens is listed with skills including Wealth Management, Incorporating Philanthropy Into Life Planning, Retirement Planning, Investment Advisory, Asset Management, Musician, Philanthropy, and Financial Planning.
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