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Suzanne C

Series 66

Jacksonville, FL

Cetera

Suzanne Cory is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. She has worked at firms including 1st Global Advisors Inc and Avantax Advisory Services, and is also employed as a CPA at JJCPA, LLC, where she prepares business and individual tax returns. Additionally, she is involved with MSW Wealth Advisors, LLC, assisting in financial planning and client referrals. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform, supporting both discretionary and non-discretionary accounts with access to various program structures and third-party 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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Steven R

Series 65, Series 66

Jacksonville, FL

Cetera

Steven Rawlins Sr. is a financial advisor with Cetera who holds Series 65 and Series 66 designations and has 14 years of industry experience. He has worked at multiple firms including Avantax Investment Services and Masters, Smith & Wisby, P.A., where he serves as President of the CPA firm. He is involved in several organizations outside of his advisory work, including chairing the Advisory Council at Georgia Southern School of Accountancy and leading the National Alliance of Auto Dealers Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of 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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