portrait of Michael D Stevens

About Michael

In today’s complex and ever-changing world, I work side-by-side with individuals to help guide them on a path towards financial security and lasting wealth. I believe that each person’s financial journey is as unique as they are, which is why I craft strategies that are tailored to each client's goals and core values. And because life’s twists and turns are inevitable, I continuously adapt these strategies to help keep clients on track, ensuring their plans evolve with them, so they can live with confidence.

I live in the beautiful High Country of Appalachia with my wife and three children, who fill...

Focus Areas

  • New Investors
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Wealth Strategies

Work History

  • Edward JonesFebruary 2019 to Current

Team Members

  • Jennifer Mahala
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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