Who we are

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.

Experience:

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

Education/Certifications:

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

FINANCIAL ADVISOR, VICE PRESIDENT

Chris Nardi is a Financial Advisor with extensive financial services experience working with individuals, families and business owners alike helping them to achieve their financial goals and aspirations. Comprehensive planning and financial education are the foundation of each client relationship with the goal of fostering clarity and peace of mind for their future. Through leveraging holistic wealth planning and coordination of implementation, he develops personalized strategies for each unique client relationship.

Experience:

• Truist, Wealth Advisor
• BB&T, Wealth Advisor

Education/Certifications:

• University of Maryland, BS, Finance and International Business
• Securities Industry Essentials Examination
• Series 7, 66 licenses

FINANCIAL ADVISOR, VICE PRESIDENT

Jason Walters is a Financial Advisor who prioritizes a holistic approach to guide individuals, families and businesses towards achieving their short- and longer-term financial goals. He is passionate about helping clients not only achieve their present goals but also build a secure foundation for future generations. Drawing on his extensive background in financial services, retirement planning, and investment management, Jason tailors strategies that empower his clients with financial understanding.

Experience:

• Truist Investment Services, Inc., Vice President, Financial Advisor
• BB&T, Vice President, Wealth Advisor
• American Classic Agency, Independent Insurance Agent/Financial Advisor
• Wells Fargo, Financial Advisor

Education/Certifications:

• Liberty University, BS, Business Administration
• Securities Industry Essentials Examination
• Series 6, 7, 63, 66 licenses

BUSINESS DELEVOPMENT, DIRECTOR

As Business Development, Director at Cary Street Partners, Jeff spearheads the firm’s growth and enhances its pipeline of clients Tampa, FL and surrounding areas. In this role, Jeff collaborates with senior management to craft a strategic vision for business expansion, forging robust relationships with internal and external stakeholders, and articulating the firm’s value proposition to potential clients and partners.

Jeff brings years of experience as a relationship-focused banker. He believes in long-term relationships and has built his career on valuing and providing his clients, prospects, and the community he serves with the highest standard of service in the industry. 

Experience:

• Truist, Senior Vice President,  Middle Market Banking
• Board Member, Pasco County Economic Development Council

Education/ Certifications:

• University of Florida, BS, Business Administration
• Sterling Award recipient, BB&T

CLIENT SERVICE ASSOCIATE - REGISTERED

Tina is a Client Service Associate in Cary Street Partners’ Tampa office where she supports Financial Advisors and their clients. She is responsible for administrative duties and assists in all areas of client service including opening new accounts, movement of funds, and account maintenance.

Experience:

• Registered Client Service Associate, Morgan Stanley

Education/ Certifications:

• Florida State University, B.S. Finance
• SIE
• Series 7, 66 licenses

CLIENT SERVICE ASSOCIATE - REGISTERED

Luke is a Registered Client Service Associate in Cary Street Partners’ Tampa office where he supports Financial Advisors and their clients. He is responsible for administrative duties and assists in all areas of client service including opening new accounts, movement of funds, and account maintenance. Luke is a graduate of University of Tampa where he played collegiate lacrosse.

Experience:

• Wealth Management Associate, Raymond James

Education/ Certifications:

• University of Tampa, B.S. Business Management
• SIE
• Series 7, 66 licenses