Joshua Stevens
I've always believed that serving others is one of the most rewarding things you can do in life. I grew up in Southern Oregon and spent the first 5 years out of high school working as a firefighter and EMT. Becoming a financial advisor was always my goal, but fulfilling a passion for serving my community as a firefighter was something I felt I needed to do first.
Today, I get to continue that passion for service as a financial advisor with Merrill. I moved to the Lake Oswego area to join Merrill and a team of experienced advisors. Since, I have enjoyed serving individuals and families, helping simplify their financial lives, creating goals-based plans, and helping build and preserve wealth. My goal is to be a trusted resource for my clients, not just for investments and the market, but for all the important financial decisions in their life. Recognizing that retirement is one of my clients' most important financial goals, I earned the Chartered Retirement Planning Counselor™ designation to deepen my retirement planning expertise and better serve my clients.
Outside of work, I'm an avid fisherman, devoted Trail Blazers fan, and enjoy spending time in my hometown of Grants Pass, OR.
Life is always changing and growing more complex. In the same way, your priorities and needs around your family, work, health and home are always evolving. And since your finances are so deeply connected with the rest of your life, an investment approach that is specific to your unique situation can be helpful. Even if you're accustomed to managing your finances on your own, you may find value in having a relationship with someone who understands your priorities and who has the knowledge and resources to help you make more informed decisions, no matter where you are in life.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
