With over 21 years in the Private Banking, Wealth Management and Financial Services industry, James T. Stevenson, Jr. has done it all: international and domestic, banks and investment firms. He joined Level Four Wealth Management in 2015 as a Wealth Advisor.
Having worked in the United Kingdom for 13 years, Stevenson returned his family to the US as Vice President/Banker with J.P. Morgan Securities, LLC. He subsequently joined BB&T Wealth as Senior Vice President/Regional Director. Within both organizations, he developed and served Ultra High Net Worth clients delivering the banks’ investment strategy and solutions designed to achieve returns consistent with clients’ financial goals and risk tolerance.
Stevenson began his career at Olde Stockbrokers, ultimately becoming Branch Manager at Olde’s down-town San Diego office. At the end of 1998, Stevenson moved his family to the UK with Barclays (née Gerrard) Wealth Management.
After five years with Barclays, James was recruited as one of the founding Directors at newly established UBS Ultra High Net Worth regional center. As London-based, asset managers expanded throughout the UK, Stevenson was appointed to senior Private Banking positions at Kleinwort Benson and Lloyds TSB International Private Bank leveraging Lloyds’ Geneva-based platform.
Within his tenure at ‘big banks’, Stevenson partnered with Corporate Banking Relationship Directors, securing private banking clients from the commercial bank’s portfolio of customers. Stevenson has a proven history of providing needs-based wealth management, credit, banking, investment and fiduciary solutions to wealthy families, businesses and fellowships.
With a bachelor’s degree from Lawrence Technological University in Southfield, MI; he holds Series 7, 63, and 24 securities registrations through LPL Financial and is a Registered Representative of LPL Financial. He holds the Series 66 registration with both LPL Financial and Level Four Advisory Services. In addition, James is licensed for Life and Health Insurance including Variable Contracts in Florida.
Stevenson is married with two teenage sons, one of whom attends The University of Florida and the other at Clearwater Central Catholic High School. James’ wife, Victoria, is an Occupational Therapist at Foundations Therapy, Clearwater, FL. His hobbies include golf, boating and skiing.