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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Retired couple

Gregory M. Stevens, CRPC

Vice President–Wealth Management

Financial Advisor

Greg has been helping investors meet their financial goals for almost two decades. He has spent the last 18 years with Merrill Lynch as a Vice President / Wealth Management Advisor where he successfully helped clients manage their wealth through all market cycles. He opened the Centerville office for Merrill Lynch as the Manager in 1998 and currently holds Series 8, 63, and 65 Securities as well as Life, Health Insurance and Variable Annuities licenses. He holds the Certified Retirement Plan Counselor (CRPC) designation from the College for Financial Planning. Prior to his employment in the financial service industry, Greg worked for over 10 years as a successful Vice President of Marketing in the commercial real estate industry overseeing projects throughout Ohio, Atlanta, and Florida.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI


  • Business Administration, B.S., Miami University Oxford, Ohio


  • Chartered Retirement Planning Counselor
3601 Rigby Road
Miamisburg, OH 45342
  • (937) 428-1330

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The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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