Laurel, MD Heron's Flight Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

2

Of 10,209 advisors across 5,116 offices

Location

8814 Heron's Flight

Laurel MD 20723

Advisors at this office

2

Advisors at this office

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Laurette D

CFP®, Series 63, Series 65

Laurel, MD

Cetera

Laurette Dearden is a CFP® with 29 years of industry experience, currently serving as an advisor at Cetera. She has held roles at several firms, including Avantax and The Guardian Life Insurance Company of America. In addition to her advisory work, she owns a CPA practice specializing in tax preparation and accounting. Cetera Investment Advisers LLC is an SEC-registered firm offering a range of portfolio management and financial planning services to individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm operates a multi-manager platform with access to affiliated and third-party managers, serving over 800,000 clients and managing assets exceeding $256 billion.

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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Garrett D

CFP®, Series 66

Laurel, MD

Cetera

Garrett Dearden is a CFP® and holds a Series 66 license, with three years of industry experience. He is currently affiliated with Cetera and also operates Dearden Financial Services LLC, which provides financial services as well as tax and accounting services. Dearden serves on the boards of the Lieutenant Richard W. Collins III Foundation and the Johns Hopkins Howard County Medical Center Foundation, participating in nonprofit activities related to education and community support. Cetera Investment Advisers LLC is a large, SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and unaffiliated 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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