Steven R. Cere, AIF®

Financial Advisor, Managing Director

Steven Cere is a Financial Advisor with over a decade of experience in financial services who is passionate about helping individuals and families achieve their financial goals. Steven focuses on crafting personalized retirement plans and investment strategies, ensuring clients feel confident and secure about their future. His dedication extends beyond wealth management, as he prioritizes financial education, empowering clients to make informed decisions.


  • Truist Investment Services, Inc., Managing Director, Financial Advisor
  • Merrill Lynch, Financial Advisor


  • Florida State University, BS
  • Chipola Junior College, AA degree
  • Accredited Investment Fiduciary®
  • Securities Industry Essentials Examination
  • Series 7, 66 licenses