Steven Cass

Steven L. Cass, CFP®
Wealth Advisor Truist Bank

825 Broadway

Dunedin, FL 34698-5708

About me

Background

I’m a Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with Truist Wealth, offering over 25 years of experience working with current and retired business owners and executives, along with multi-generational wealth families requiring complex investment, business succession, and estate planning services.

I joined Truist’s predecessor firm, SunTrust Bank, in 2000 as a portfolio manager in the personal asset management group, where I managed assets in excess of $250 million and served on the fixed income strategy Group. I have served as a client advisor since 2005, coordinating a team of experts to prepare my clients for whatever life brings. In 2007, I was appointed city president of the Clearwater and North Pinellas market where, in addition to my role as a client advisor, I represented the bank in marketing and community development.

Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.S. in Social Science
Florida State University

Personal Interests

I earned a B.S. in economics from Florida State University. I’m active in the community, serving as a past member of the Morton Plant Mease Health Care Hospital Board and board member and past chairman of the Morton Plant Mease Healthcare Foundation. Additionally, I’m also a past president of the Pinellas County Estate Planning Council and a member of the Pinellas Community Foundation and Moffitt Pinellas Partners. I live in Dunedin, FL, with my wife, Kimberly, and daughter, Mallory, and enjoy golfing and cooking.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

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