Dale L. Cebert - ChFC, CLU

President

Dale L. Cebert is a Chartered Financial Consultant (ChFC) and a Registered Principal and Investment Advisor Representative with FSC Securities Corporation, and holds CLU, CASL and CLTC designations.

Dale received a Bachelor of Arts degree in Business from the University of Central Oklahoma in 1989. In 1992, Dale started his career at Banker's Life and Casualty where he became a top ten producer from 1993-1996 and the #1 producer in the US in 1997. In 1998, Dale started Cebert Wealth Management .From 2008-2011, Dale was recognized by Registered Rep Magazine as a top 100 Independent Advisor based on assets under management.*  

For 22 years Dale has worked hard to help retirees achieve financial independence. He believes his expertise and leadership are key reasons why his clients are consistently referring him to their family and friends. "I believe my success comes from focusing on my clients' needs and helping them to achieve their goals. The result of this approach has led to an emotionally rewarding career." Dale has developed long lasting, close relationships with his clients and strives to validate the great trust they have put in himself and the Cebert Wealth team.

Originally from Green Bay, WI, Dale lives in Ocala with his wife Sherrie of 21 years and their two children Shelby (15) and Jack (12). He enjoys boating, fishing, and spending time with his family.

*Award Disclosure

Chad A. Noble - ChFC

Financial Advisor

Chad was born in Fort Wayne, Indiana and raised in the construction industry working with his father. In 1994 his father-in-law, already in the business for 14 years, invited him to help retirees improve their retirement.

Chad joined the Cebert Wealth advising team in 2004, specializing in retirement planning, and pro-active wealth management. He is a Registered Representative and Investment Advisor Representative with FSC Securities Corporation, and holds a Chartered Financial Consultant (ChFC) designation. He has also passed the Series 7, 66, and 63 examinations. This allows Chad to select from a wide range of investments to find those that are appropriate to help his clients work towards their goals.

Chad has helped hundreds of households and cultivated just as many friendships in his 20 year career. "I learned very early on that the keys to an enjoyable and successful career were communication and caring. I work hard to show my clients how much I care about their success and their concerns. Because of this I have client relationships that are more than just financial transactions. I enjoy seeing my clients reaching their goals and enjoying their retirement. I value the trust that my clients continue to put in me and I keep that in mind through every decision and choice that I make."

Chad resides in Ocala with his wife Lisa and their daughter Shaelyn.

Mark L. Dickerson - CFP®

Financial Advisor

Mark Dickerson is a CERTIFIED FINANCIAL PLANNER™ (CFP®), as well as a Registered Principal and Investment Advisor Representative with FSC Securities Corporation.

Mark received a Bachelor of Arts degree in Accounting and Finance from West Virginia University and started his career in the financial industry in 1987 when he joined T. Rowe Price in Baltimore. While at T. Rowe Price, Mark realized how difficult it was for an investor to find good financial advice, and decided to become a financial advisor in 1997. Since then Mark has worked with several firms, including UBS and Wells Fargo, where he managed his client’s investments as a discretionary portfolio manager. In 2009 he met Dale and joined Cebert Wealth shortly afterwards.

In the 17 years that Mark has served as a Financial Advisor he has come to understand the value of managing risk as well as helping to meet financial goals. “I’ve been through Black Monday, the Technology Boom and the recent recession. While almost anybody may earn you a decent return, the true test of an advisor is how well they manage your assets when times are bad.”

A veteran of The United States Army’s Special Forces, Mark has been called to active duty on several occasions. He completed his military career in 2006 after a tour in Iraq, for which he was awarded the Bronze Star. Originally a native of Oxford, Mississippi, Mark now resides in Belleview and enjoys running and biking.

Alec T. Thomas

Financial Advisor

Born in Manhasset, NY, Alec is actually a 4th generation Floridian. He received his Bachelor's degree in Political Science from the University of Central Florida in 1994. Alec spent 11 years in Atlanta as a High Tech and C Level Recruiter, working with Fortune 500 companies and specializing in mergers and acquisitions.

In 2004, Alec decided it was time for a change of scenery and moved his family back home to sunny Florida. Shortly after, he co-founded a successful marketing company with his wife in Ocala. Alec started at Cebert Wealth in 2010 and currently serves as a Financial Advisor and the Operations Manager. Alec holds his Series 7, 63, 65, and Florida Health, Life and Variable licenses. Married for 15 years, he enjoys the outdoors, sports, traveling, and spending time with his wife, Julie, and two sons, Ashton (13) and Chase (10).

Scott H. Maxwell

Financial Advisor

Scott Maxwell came to Cebert Wealth in July of 2013 after a long and rewarding career in banking. He was born and raised in the Washington, D.C. area, but has been a Florida resident since 1974. Scott spent 29 years with SunTrust and has vast experience in Lending and Executive Leadership. He has previously served as the President of Citizens First Wholesale Mortgage Company and the President of Mortgage Banking Association of Florida. He was also on the Bay Hill Invitational Executive Board for ten years. Scott holds a Bachelor of Arts in Finance and a Master’s Degree in Business Administration from the University of South Florida, and has his Series 7, 66, and Florida Life, Health, and Variable Annuity licenses.

In his 34 year banking career, Scott’s objective has always been to do the right thing.  He places high value on excellent communication and developing meaningful and long lasting relationships with his clients. Scott and the Cebert Wealth team are committed to providing the best options to help clients with their priorities and striving to provide the highest satisfaction possible.

Scott has been married for over 35 years to his wife Linda, and they have three children: Brittany, Kelly, and Tyler, as well as one grandchild, Abby. He stays involved in the local community by volunteering with Kiwanis, United Way, and Junior Achievement. He enjoys golfing and the outdoors, traveling, and spending time with his family. 

Keri Mitchell

Registered Client Support Specialist

Keri's professional career began in 1995 when she graduated from the University of Florida with a Bachelor's of Science degree in Finance and started working at Taylor, Bean & Whitaker Mortgage in Ocala. She was promoted several times during the 14 years that she worked there. She has served as Assistant Vice President of Secondary Marketing, Vice President of Whole Loan Operations and Branch Manager. 

Keri joined Cebert Wealth Management in April 2010 with the intentions of once again starting in a new field and growing with the company. She holds Series 7, 63, and 66 registrations, and has her Florida Life, Health, and Variable Annuity license. 

Born in Miami, Keri has lived in Ocala for the past 20 years. She lives with her husband Larry and her two daughters, Alexis and Britney. Her older daughters, Heather and Ashley, have married and moved out. She is expecting her first grandson in September. On the weekends, she enjoys riding her motorcycle, shopping, and hanging out with the kids.  

 

Andi Muzzillo

Client Support Specialist

Andi Muzzillo is from Fort Wayne, IN and joined Cebert Wealth as a Client Support Specialist in 

April of 2014. Andi has a background in financial services, including over 11 years of experience

as an Administrative Assistant for a Financial Advisor in Fort Wayne, IN.  In addition to her

knowledge of various investment products, she maintained her Life, Accident & Health License

for the State of Indiana from 2003 up to her move to Florida in April of 2014.

Andi is enjoying the Florida sun, and is thrilled about never experiencing an Indiana winter again.

She lives in Ocala along with her teenage son Zach and their two cats.

 

Andi is not registered with FSC Securities Corporation.