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Ricky M

ChFC®, Series 63, Series 65

Birmingham, AL

Cetera

Ricky Mc Quiston is a financial advisor with Cetera in Birmingham, AL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including over two decades at Concourse Financial Group Securities Inc and nearly three decades operating Highland Planning Group. Mc Quiston is also affiliated with Vision Financial Group and serves as a trustee for the Alabama-NAIFA Image Builder Fund. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services, supporting advisors with a mix of affiliated and third-party investment options.

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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Shelly F

Series 66

Birmingham, AL

Cetera

Shelly Floyd is a financial advisor at Cetera with a Series 66 designation and five years of industry experience. She has held roles at Cetera and its affiliates since 2022 and is also involved in administrative support activities at Vision Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and investment options to meet diverse client needs.

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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Durwood G

CFP®, Series 63, Series 65

Birmingham, AL

Cetera

Durwood Greene II is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Cetera in Birmingham, AL. He was previously associated with Concourse Financial Group Securities Inc for over two decades and operates under the dba Vision Financial Group as Director of Planning. Additionally, he provides notary public services for clients. Cetera Investment Advisers LLC offers a broad range of portfolio management and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm utilizes a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or design bespoke strategies across various program structures and custodial relationships.

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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