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A.J. Stevenson

A.J. Stevenson

Financial Advisor

A.J. believes in the value of saving, the power of being in control of personal finances and the commitment to a long-term financial plan. This belief started a generation behind him with his parents, who created a lasting impression that translated into his career as a Financial Professional.

A.J. graduated from the University of Central Florida with a Bachelor of Science Degree in Hospitality Management and began his rise through the corporate ranks to hold a senior leadership position at one of the largest convention hotels in Orlando.

His experience working with great leaders allowed A.J. the opportunity to create his own leadership style. During his tenure as a senior leader in the hotel industry, A.J. realized his real passion was to educate others on financial planning.

As a Financial Professional, A.J.’s focus is to educate his clients on the power of your savings rate, eliminating unhealthy debt, developing a proper risk management plan and planning for a secure future. He works with each client on their financial path through education and encouragement.

A.J.’s goal is for his passion for financial planning to resonate with the dentists he serves. In working with dentists many are small business owners as well as practicing dentists.  This can lead to challenging decisions that they need to make regarding financial matters in both their personal lives and for their business.  AJ provides guidance to help them organize and prioritize their objectives and goals which allows them to focus on the things that matter the most.

 A.J. believes in putting his family first. He is a husband and proud father of three children. He enjoys enhancing the people around him through volunteering in his community and being an active member in his church.

During A.J.’s down time he spends with his wife Mariuxi, reading or being a home DJ with his large vinyl record collection. He is an avid sports enthusiast and when time permits you may see him on the courts playing tennis, the course playing golf or watching the Green Bay Packers with his Basset/Beagle “Romeo” by his side.

Education and Credentials:

  • Series 6, 63, & 65 Security Registrations
  • Life, Health & Annuity Insurance Licenses
  • Bachelor of Science Degree University of Central Florida in Orlando, FL