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Cebert Wealth Management - The Villages, FL

 

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352.674.4200

Team

Guiding clients in making the right decisions for their financial well-being is our passion. We accomplish this through education, communication, and service that exceeds our clients’ expectations.

At Cebert Wealth we don’t just manage wealth, we build meaningful relationships with our clients. This is just one of the reasons nearly all of our new clients are referrals from existing clients.

 

Dale L. Cebert - ChFC, CLU®

President/Financial Advisor/Investment Committee Member

352-674-4200

“I believe my success comes from focusing on my clients’ needs and helping them to achieve their goals. This approach has led to an emotionally rewarding career.” Dale is a Chartered Financial Consultant (ChFC) and a...

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Chad A. Noble - ChFC

Vice President/Financial Advisor/Investment Committee Member

352-674-4200

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.

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Mark L. Dickerson - CFP®

Financial Advisor/Investment Committee Member

352-674-4200

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

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Alec T. Thomas

Financial Advisor/Operations Manager/Investment Committee Member

352-674-4200

Born in Manhasset, NY, Alec is actually a 4th generation Floridian. He received his Bachelor's degree from the University of Central Florida in 1994 Alec spent 11 years in Atlanta as a HR Consultant, specializing in recruiting, mergers and

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Scott H. Maxwell

Financial Advisor/Investment Committee Member

352-674-4200

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 va

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Keri Mitchell

Sr. Registered Client Service Manager/Investment Committee Member

352-674-4200

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 a local mortgage company in Ocala. She was promoted several times during the 1

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Amy is the smile you hear on the phone when calling our office. With a background of 20+ years in the Healthcare field she brings to Cebert a detail oriented, integrity driven and admirable work ethic. She is dedicated to maintaining the hi

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Janet Burset is the Director of First Impressions for Cebert Wealth Management. She pays great attention to the needs of clients. Her pleasant personality and professionalism provides a warm welcoming atmosphere to all. Janet...

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A native Floridian, born and raised in Bradenton, Linda Maxwell joined the Cebert Wealth team in May 2014. She was a CWM client for three years prior to joining the group. Linda graduated from the University of South Florida with a BA deg

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Andi Muzzillo is originally from Fort Wayne, IN and joined Cebert Wealth as a Client Support Specialist in April of 2014. Andi has extensive experience in financial services, including over 11 years of experience as an Administrative Assist

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Desirea has over 20 years’ experience in the insurance and financial industry. She has worked for Ameriprise Financial for the past 12 years as a Client Service Manager. She has had her Florida Life Health with Variable Annuity...

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