The Villages, FL Brownwood Boulevard Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

6

Of 22,678 advisors across 10,430 offices

Location

2765 Brownwood Boulevard

The Villages FL 32163

Advisors at this office

6

Advisors at this office

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Dale C

Series 63

The Villages, FL

LPL Financial

Dale Cebert is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 28 years of industry experience. He has worked at Ameriprise and FSC Securities Corporation and has operated Cebert Wealth Management, Inc. since 2014. Outside of his advisory work, he is involved with Cebert Tax Service, LLC, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by research and multiple investment strategies.

College savings (529s, UTMA, etc.)
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Alexander T

Series 63, Series 65

The Villages, FL

LPL Financial

Alexander Thomas IV is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at Ameriprise, Ameriprise Financial Services Inc, and FSC Securities Corporation. Outside of his advisory work, he has been involved with Brand It America for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Stephen P

Series 66

The Villages, FL

LPL Financial

Stephen Peterson is a Series 66 licensed financial advisor with 15 years of industry experience. He currently works at LPL Financial and has held prior roles at Ameriprise, DWS Distributors, First Trust Advisors L.P., and First Trust Portfolios L.P. He is based in The Villages, Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and technology-driven investment solutions.

College savings (529s, UTMA, etc.)
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Thomas R

Series 63

The Villages, FL

LPL Financial

Thomas Romanac is a financial advisor at LPL Financial with 41 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, a variety of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Mark D

CFP®, Series 63, Series 65

The Villages, FL

LPL Financial

Mark Dickerson is a CFP®-certified financial advisor with 29 years of industry experience, currently affiliated with LPL Financial since 2026. His prior roles include positions at Ameriprise Financial Services and Destiny Wealth Partners. Outside of his advisory work, he owns Divorce Financial Analysis, LLC, a business focused on divorce financial consulting. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement consulting, with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
user avatar

David D

Series 66

The Villages, FL

LPL Financial

David De Santis is a financial advisor at LPL Financial with three years of industry experience. Prior to joining LPL Financial in 2026, he worked at Ameriprise for four years and spent 28 years at Greiner's Clothing. His credentials include the Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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