Justin Stevens

Background

About Justin Stevens

Professional Highlights: As a Financial Advisor with Merrill, I aim to alleviate the stress and confusion surrounding financial decisions in client's lives. I leverage my financial background and the decades of experience offered by my team to provide disciplined financial guidance tailored to client's unique lifestyles, retirement needs, and legacy planning goals. I have worked very successfully with business owners and executives to establish and support corporate retirement plans. Through my experience I have honed a proficiency in provide ongoing advice and education to retirement plan participants. Prior to joining Merrill I held various Financial Strategy and Cash-Flow Management roles throughout the business units of United Technologies Corporation. Getting to Know Me: I am a proud and enthusiastic supporter of Penn State University and currently serve as the Vice President of the Southern CT Chapter of the Penn State Alumni Association. I also serve on the board of the 100 Black Men of Stamford, Inc. as the Vice President. I have a passion for mentoring young professionals and teaching the importance of financial literacy to high school and college students. In my free time I enjoy traveling, golfing, skiing, attending sporting events, and making new acquaintances. I Would Welcome a Connection If- You are in need of personalized financial advice and guidance - You are a member of a corporate benefits committee interested in fiduciary benchmarking review of your company's retirement plan - You want to learn more about my team's wealth management process - You are interested in discussing my approach to estate planning services - You are a CPA or attorney interested in providing a resource for your clients