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David H

Series 63, Series 66

Annapolis, MD

Cetera

David Hawkins Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. His prior roles include positions at HSBC Securities USA, Wells Fargo Advisors, and Citizens Bank. Outside of advising, he is involved in health insurance, property casualty insurance, and structured settlements through Ash Brokerage. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Brian G

Series 63, Series 65, Series 66

Annapolis, MD

Cetera

Brian Gibbons is a financial advisor with Cetera in Annapolis, MD, holding Series 63, 65, and 66 credentials and 29 years of industry experience. His prior work includes roles at Mass Mutual Investors Services, Mass Mutual, and Metlife Securities Inc. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with options ranging from model portfolios to bespoke strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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