Sue Stevens Email & Phone Number
Founder, CEO
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Sue Stevens Location
- Lake Forest, IL, US
Sue Stevens Work
- 2009 -now Founder, CEO @ Stevens Visionary Strategies LLC
- 2018 -2022 Wealth Advisor, High Net Worth Strategy @
- 1979 -2020 Professional cellist @ Freelance
- 2000 -2017 CEO, Founder @ Stevens Wealth Management
- 1999 -2007 Director, Financial Planning @
- 1996 -1999 Senior Manager, Research and Development @
- 1990 -1996 Senior Manager @ Arthur Andersen LLP
Sue Stevens Education
- College for Financial Planning
Masters of Science (Wealth Management)
1995 - The University of Chicago Booth School of Business
MBA (Finance, Policy, Accounting)
1986-1989 - Northwestern University
Bachelor of Music (Applied Cello)
1975-1979 - York Community High School
Diploma
1970-1974
Sue Stevens Skills
- Retirement Planning
- Wealth Management
- Investment Advisory
- Financial Advisory
- Asset Management
- Published Author
- Personal Finance
- Holistic Financial Planning
- Musician
- Envisioning Life 2.0
- Strategic Visionary
- Philanthropy
- Incorporating Philanthropy Into Life Planning
- Portfolio Management
- Syndicated Author
- Financial Planning
- Investment Management
Sue Stevens Summary
- Sue Stevens, based in Lake Forest, IL, US, is currently a Founder, CEO at Stevens Visionary Strategies LLC. Sue Stevens brings experience from previous roles at Buckingham Strategic Wealth, Freelance, Stevens Wealth Management and Morningstar. Sue Stevens holds a Masters of Science in Wealth Management @ College for Financial Planning. With a robust skill set that includes Retirement Planning, Wealth Management, Investment Advisory, Financial Advisory, Asset Management and more. Sue Stevens has 1 emails and 1 mobile phone numbers on RocketReach.
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