Sue Stevens
Sue Stevens has held leadership roles in top financial organizations for twenty years. She is Founder and President of Stevens Wealth Management LLC, Financial Happiness LLC and Stevens Visionary Strategies. At Stevens Wealth Management, Sue is also Chief Investment Officer and lead Wealth Manager directing all investments and personnel, meeting with clients and managing the practice. She is frequently named as one of the top advisors in the country by Worth, Bloomberg, Reuters and others. Sue was named one of 50 Distinguished Women in Wealth Management by Wealth Manager Magazine in 2008. Her book, Put Your Money Where Your Heart Is™, is available at amazon.com. Sue holds an MBA from University of Chicago, Masters of Science in Wealth Management from The College for Financial Planning, Certified Public Accountant/Personal Financial Specialist (CPA/PFS), Chartered Financial Analyst (CFA) and is a Certified Financial PlannerTM certificant. Go to: http://www.stevenswealth.com .
