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Winston S
Series 63, Series 65
Phoenix, AZ
Brookstone Capital Management LLC
Winston Stevenson is a financial advisor with Brookstone Capital Management LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing nine years of experience with the firm. Prior to joining Brookstone in 2017, he operated his own practice, Winston P. Stevenson, from 1998 to 2016. He is also president of WPS, Inc., where he sells life insurance, annuities, long-term care, and disability products in multiple states. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.
Sarah S
Series 65, Series 63
Phoenix, AZ
Brookstone Capital Management LLC
Sarah Stevenson is a financial advisor at Brookstone Capital Management LLC in Phoenix, AZ, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Brookstone, she worked at Capital Insight Partners and The Vanguard Group, Inc. Outside of finance, she is a Pilates instructor with Reformed Pilates and has worked as a clothing model under contract with Arizona Model Management. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm offers discretionary portfolio management through a turnkey asset management platform involving strategic asset allocation models, a mix of investment vehicles, and a combination of internal and external sub-advisors.
Shane S
Series 65
Phoenix, AZ
Brookstone Capital Management LLC
Shane Stevenson is a financial advisor at Brookstone Capital Management LLC with two years of industry experience. He holds the Series 65 designation and has previously worked at Winston & Companies Retirement and Financial Services, among other firms. Outside of his advisory role, Stevenson is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, offering discretionary investment management primarily via model portfolios and separately managed accounts.
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