About Our Firm


Here’s our story. We look forward to hearing yours.

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Winston P. Stevenson

Winston & Companies' mission is to empower clients to work toward their retirement goals. Our proprietary "Flightplan" process helps us to create a clearly defined, written pathway for your financial future. Our primary areas of focus include income and investment planning, tax efficiency, and health care and legacy planning.
Winston Stevenson is an Investment Adviser Representative and president of Winston & Companies. He has more than 30 years of experience in the insurance and annuity industry and holds a Bachelor of Arts in communications from Western Kentucky University.
Winston has passed the Series 63 and 65 securities exams and holds licenses in life, accident and health insurance in Arizona and California (License #OC45881), as well as a life settlement broker license in Arizona.
Winston is an FAA instrument rated pilot and loves boating, which he says is "the single best thing I could have ever done with a young family."
Winston has been married to Millie since 1989. They have two children: Shane, who has a degree in marketing from the prestigious Eller School of Business Management, and Sarah, who will attend the University of Arizona in fall 2018. Buster, a Yorkie, has been the family's chief of security since 2004.

Schedule a Meeting

TTo schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at w@winstonp.com or call us at 480.771.3990 today!

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