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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
  • FL
  • GA
  • 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

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

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

Credentials

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

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