Peter Stevens, CFS
Senior Financial Advisor

Peter Stevens headshot

Peter is a rare native Floridian. He was born in Coral Gables, raised in North Miami and now lives in Cooper City, Florida. Peter’s wife Wendy retired in 2019 from her long-term career as a certified veterinary technician. The Stevens have two grown children, Kyle and Amanda. They are also proud grandparents of three great kids. In addition to their people family, Peter and Wendy have adopted many rescue animals over the years and they always have a golden retriever at home. Peter frequently states “when I die, I want to come back as one of Wendy’s dogs!”

Peter developed a passion for the financial industry after running his own travel agency business. In 1997, after exiting the travel business, Peter and his partners created a firm in Boca Raton, Florida.

In 2006, Peter struck out on his own to provide more personalized advice to his clients. Stevens financial launched in the Fort Lauderdale and is still operating there today. Peter serves his clients from his office in Plantation, Florida.

Active in his community, Peter has been a Rotarian for more than 20 years and is a Paul Harris Fellow.  He is currently active in the Miami Shores Rotary Club. In the mid-2000’s Peter served as a board member of the Broward County Crime Commission which assisted local law enforcement with crime prevention initiatives.

When he is not working, Peter loves to play golf, fish and downhill ski. Although he has been to more than 30 different countries, he still loves to travel with Wendy when they have the opportunity.

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