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R. Michael Stevens

Vice President, Wealth Advisor

250 W. 96th Street, Suite 300
Indianapolis, IN 46260


Michael Stevens specializes in research companies.

He believes that the key to working in financial services is to understand, to serve and to advise the most important asset of all; the client.

He joined the firm over 25 years ago.

EducationGraduate School of Business, Butler University
BA, Economics, University of Notre Dame
Credentials & LicensesSeries 7, 24, 63
Awards & RecognitionsDavid A. Noyes Club
President, Indianapolis Security Traders, 1979
President, Indianapolis Stock and Bond Club, 1995-96
Board of Directors for Security Trading, 1979-1994
2008 Man of the Year, Indianapolis Stock and Bond Club
InvolvementMember of Saint Lukes Catholic Church
PersonalResides in Indianapolis, IN
Married to Bonnie, has two children, as well as one grandchild
Member of Highland Golf Club, Columbia Club, Skyline Club, 702 Club, and White River Yacht Club