Senior Manager, Research and Development @ Vanguard
Professional cellist @ Freelance
Senior Manager @ Arthur Andersen LLP
Sue Stevens's Education
The University of Chicago Booth School of Business
MBA (Finance, Policy, Accounting)
1986 - 1989
College for Financial Planning
Masters of Science (Wealth Management)
Northwestern University
Bachelor of Music (Applied Cello)
1975 - 1979
York Community High School
Diploma
1970 - 1974
Sue Stevens's Skills
Retirement Planning
Wealth Management
Investment Advisory
Financial Advisory
Asset Management
Published Author
Personal Finance
Holistic Financial Planning
Musician
Envisioning Life 2.0
Sue Stevens's Summary
Sue Stevens, based in Lake Bluff, IL, US, is currently a Founder, CEO at Stevens Visionary Strategies LLC, bringing experience from previous roles at Buckingham Strategic Wealth, Stevens Wealth Management, Morningstar and The Vanguard Group. Sue Stevens holds a 1986 - 1989 MBA in Finance, Policy, Accounting @ The University of Chicago Booth School of Business. With a robust skill set that includes Retirement Planning, Wealth Management, Investment Advisory, Financial Advisory, Asset Management and more, Sue Stevens contributes valuable insights to the industry. Sue Stevens has 1 email and 1 mobile phone number on RocketReach.