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Sue Stevens

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 was Director of Financial Planning at Morningstar for nine years where she won awards for her online columns and edited\/wrote Practical Finance, a personal finance newsletter. Sue continues to contribute content to Morningstar’s website. Sue was head of Research and Development for Participant Education at The Vanguard Group for three years where her team won awards for creating financial education materials and programs for retirement plan participants. Sue was also on the investment advisory board while at Arthur Andersen for six years.Sue has 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 Planner™ certificant. Sue was an award-winning professional cellist before she made the change to wealth manager. She is a member of the Recording Academy that votes on the Grammy’s and has performed and recorded with many of the top musicians across the country. She continues to play professionally in the Chicago area.