Steven Cass

Steven L. Cass, CFP®
Wealth Advisor Truist Bank

825 Broadway

Dunedin, FL 34698-5708

About me

Background

Steven Cass is a Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ professional with Truist Bank, offering over 25 years of experience working with current and retired business owners and executives, along with multigenerational wealth families requiring complex investment, business succession, and estate planning services.

Steven joined Truist in 2000 as a portfolio manager in the personal asset management group, where he managed assets in excess of $250 million and served on the fixed income strategy group. He’s served as a client advisor since 2005, coordinating a team of experts to prepare his clients for whatever life brings. In 2007, he was appointed city president of the Clearwater and North Pinellas market where, in addition to his role as a client advisor, he 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

Bachelor of Science in Social Science
Florida State University

Personal Interests

Steven earned a Bachelor of Science in economics from Florida State University. He’s 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 Health Care Foundation. Additionally, he’s a past president of the Pinellas County Estate Planning Council and a member of the Pinellas Community Foundation and Moffitt Pinellas Partners. He lives in Dunedin, Florida, with his wife, Kimberly, and daughter, Mallory. He enjoys 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

Locations

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