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Jeffrey P

Series 63, Series 66

Winston-Salem, NC

Cetera

Jeffrey Priddy is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has worked primarily with First Allied Advisory Services and Cetera Advisors LLC throughout his career. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers 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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Michael W

CFP®, ChFC®, Series 63, Series 65, Series 66

Winston-Salem, NC

Cetera

Michael Wittenberg is a CFP® and ChFC® with 42 years of experience in the financial advisory industry. He is currently with Cetera and has previously worked at First Allied Advisory Services and First Allied Securities. Outside of advisory work, he serves as a FINRA arbitrator and expert witness, teaches at Forsyth Technical Community College, and is the author of the book *Are You Ready? Protecting and Preparing Your Family for Estate Issues Before and After Death*. Cetera is an SEC-registered advisory firm with a nationwide network of over 10,000 advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with discretionary and non-discretionary programs.

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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Brenda B

Series 63, Series 66

Winston-Salem, NC

Cetera

Brenda Blankenship is a financial advisor at Cetera with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at multiple firms within the Cetera network since 2000. Additionally, she is involved in an insurance business focusing on fixed, life, health, and property and casualty insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a large nationwide network of independent advisors.

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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