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Matthew R

Series 63, Series 65

Des Peres, MO

Cetera

Matthew Robinson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Regions Bank, Mass Mutual Investors Services, TD Ameritrade, and Scottrade. Outside of advisory work, he is the owner of several property management and holdings companies. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party investment 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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Jason L

Series 63, Series 65

Des Peres, MO

Cetera

Jason Lutz is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera and Regions Bank since 2016. Outside of advising, he serves as a trustee on a family revocable trust. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party investment models.

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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