STEVENS FINANCIAL - Key Persons

Job Titles:

• CEO
• Financial Advisor
• President

Peter L. Stevens President and CEO of Stevens Financial, Inc., is privileged to lead his company in growing client's portfolios; specializing in investment planning for retirees and corporations by offering quality products and services. Peter's strength lies in his ability to combine detailed financial analysis with strategic financial planning in order to identify key drivers that can generate investment performance improvements. Peter has extensive experience as Chief Executive officer heading two corporations for over 20 years. He partnered with Baron, Silver, Stevens Financial Advisors, LLC in 1998. He started his own firm, Stevens Financial, Inc. 2006. Peter attained the designation of Certified Funds Specialist (CFS) from the Institute of Business and Finance. He has provided Retirement Planning seminars through Florida State University in the tri-county area. He is active in the community with Rotary International, South Broward Crime Commission, and The Joe DiMaggio Children's Hospital, specifically the Conine Clubhouse fundraising. Peter is an avid golfer, fisherman, orchid hobbyist and supports the Arts.