Ocala, FL E Fort King St. Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

2

Of 10,217 advisors across 5,115 offices

Location

2215 E Fort King St. Suite B

Ocala FL 34471

Advisors at this office

2

Advisors at this office

user avatar

Elizabeth B

Series 66

Ocala, FL

Cetera

Elizabeth Blackburn is a financial advisor at Cetera with eight years of industry experience. She previously worked at Infinex Investments, Inc. and Community Bank & Trust of Florida. She is a Series 66 license holder and owns a business providing Medicare solutions for clients aged 65 and older. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and multiple program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

David J

Series 63, Series 66

Ocala, FL

Cetera

David Johnson is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Infinex Investments, Inc., Community Bank & Trust Of Florida, and Invest Financial Corporation. He is also the owner and financial advisor at Sensible Financial Solutions and works as an insurance agent for fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and custodial arrangements.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")