Top Wealth + Best-in-State · rank 1 · Wyandotte, Michigan · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Lynch Wealth Management (high)
- “"firmName": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "iaOnly": "N", "registrationBeginDate": "3/5/1996"” — sec_finra_regulatory
- Parent company — Bank of America (high)
- “I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America.” — firm_official
- Firm type — wirehouse (high)
- “"firmName": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "14235", "bdSECNumber": "7221"” — sec_finra_regulatory
- Team name — Wyandotte Group (high)
- Team size — 11 (medium)
- “Leo Stevenson (Managing Director, Wealth Management Advisor); Jason M Livernois (Assistant Vice President, Wealth Planner); Neil Sawicki (Vice President, Resident Director); Michael G Livernois (Registered Wealth Managem” — firm_official
- CRD — 2701373 (high)
- “"basicInformation": {"individualId": 2701373, "firstName": "LEO", "middleName": "GERALD", "lastName": "STEVENSON", "otherNames": ["LEO G STEVENSON", "LEO GERALD STEVESON"], "bcScope": "Active", "iaScope": "Active"” — sec_finra_regulatory
- Years experience — 30 (high)
- “"daysInIndustryCalculatedDate": "3/4/1996"” — sec_finra_regulatory
- Designations — other:CRPC (high)
- “"c_designationsWithSuperscript":"CRPC™","c_disclosures":["Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Plannin” — firm_official
Book of business
- Team AUM ($M) — 1600 (high)
- “Team Assets (Custodied): $1.6B” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum Account Size for New Business: $500K” — forbes_shook
- Typical client net worth ($M) — 8 (high)
- “Typical Net Worth of Relationships: $1-15M” — forbes_shook
- Client niche — individuals, families and small businesses (high)
- “"c_clientFocuses":["FAMILY_WEALTH_MANAGEMENT_STRATEGIES","PERSONAL_RETIREMENT_PLANNING","SMALL_BUSINESS_STRATEGIES"]” — firm_official
- Custodians — gap: not_applicable
- Fee model — not_public (medium)
- “"firmName": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "iaOnly": "N"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.ml.com/sites/mi/wyandotte-mi/wyandottegroup (high)
- Value proposition (verbatim) — Understanding your life priorities is an important part of the relationship with you. It's not just about markets and returns, it's about what matters most to you. We can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations. (high)
- “Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you. We can collaborate to help create a personalized plan d” — firm_official
- Differentiators — Personalized plan built around life priorities, not markets and returns, Access to Merrill investment insights plus Bank of America banking and lending, Strategy flexible to changing market conditions, Focus on individuals, families and small businesses (high)
- “Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide a” — firm_official
- Content marketing — occasional (low)
- “Bringing fresh perspectives to your financial life” — firm_official
- Has podcast — no (medium)
- “Bringing fresh perspectives to your financial life” — firm_official
- Books published — 0 (low)
- “Leo Stevenson (Managing Director, Wealth Management Advisor)” — firm_official
- Linkedin url — https://www.linkedin.com/in/leo-stevenson-crpc%E2%84%A2-a54a576/ (medium)
- “Leo Stevenson, CRPC™ - Wealth Management Advisor, Managing Director - Merrill Lynch Wealth Management | LinkedIn” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — Barron's "America's Top 1200 Financial Advisors State-by-State" (2014-2025), Barron's "Top 1,500 Financial Advisors" (2026) (high)
- “"nameOfAwardOrHonor":"Barron's "America's Top 1200 Financial Advisors State-by-State"","yearsReceived":"2014-2025"” — firm_official
- “"disclosureText":"(Published on March 20, 2026. Rankings based on data as of September 30, 2025.)","nameOfAwardOrHonor":"Barron's “Top 1,500 Financial Advisors"","yearsReceived":"2026"” — firm_official
Visual brand
- Has distinct logo — no (high)
- “
” — firm_official
- “
- Logo url — gap: not_found_after_search
- Visual brand notes — Merrill corporate template: deep navy (#012169) and blue (#0052C2) on white, clean sans-serif, full-bleed lifestyle photography and advisor headshots. No team-specific mark or palette. (high)
- “