A.J. Stevenson Email and Phone Number
In his role as a Financial Advisor at Virtus Financial Partners, A.J. enjoys the opportunity to guide clients throughout their financial journey. A.J.’s goal is for his financial planning passion to resonate with the dentists he serves. Dentists often have the challenge of having to be a CEO of their own business whether they are a practice owner, associate, or student. This means managing their cash flow, student loans, future planning, and the people they engage with to handle different services. These factors, plus life's normal ebbs and flows, present a unique opportunity for guidance along the way.When a spouse is involved, another piece of the puzzle is added. Whether they are also a practicing dentist, in another industry, or a stay-at-home parent, understanding what is important to each spouse is critical for a successful planning engagement. As a husband and father of 4 children at home, A.J. understands the different challenges that can come up during the planning process. Often, advisors will just communicate with the spouse who “handles the finances”. A.J. strongly believes that couples should both be engaged in the process of holistic planning to achieve a successful outcome. During A.J.’s down time, he spends time with his wife and children, 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.Investment Advisory Services are offered through Virtus Financial Partners LLC, a registered investment adviser. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.
Virtus Financial Partners
View- Website:
- virtusfinancialpartners.com
- Employees:
- 5
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Financial AdvisorVirtus Financial Partners Jan 2020 - PresentMaitland, FlInvestment Advisory Services are offered through Virtus Financial Partners LLC, a registered investment adviser. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions. -
Assistant Director Of OperationsHyatt Regency Orlando Apr 2016 - Jan 2020Orlando, Florida Area -
Front Office ManagerHyatt Regency Orlando Jun 2015 - Apr 2016Orlando, Florida -
Executive HousekeeperHyatt Regency Orlando International Airport Jun 2014 - Jun 2015Orlando, Florida
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Front Office ManagerHyatt Regency Orlando International Airport Oct 2011 - Jun 2014Orlando, Florida
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Assistant Front Office ManagerHyatt Regency Orlando International Airport Apr 2008 - Oct 2011Orlando, Florida
A.J. Stevenson Education Details
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Hospitality Administration/Management
Frequently Asked Questions about A.J. Stevenson
What company does A.J. Stevenson work for?
A.J. Stevenson works for Virtus Financial Partners
What is A.J. Stevenson's role at the current company?
A.J. Stevenson's current role is Financial Advisor at Virtus Financial Partners.
What schools did A.J. Stevenson attend?
A.J. Stevenson attended University Of Central Florida – Rosen College Of Hospitality Management.
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A.J. Stevenson
United States
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