Directory
>
Anthony Cervio
Anthony Cervio
VP - Transition Relationship Manager | Steward Partners
Clearwater, Florida, United States
Anthony Cervio
Summary
Anthony Cervio is an experienced VP Transition Relationship Manager at Steward Partners, specializing in the insurance and financial services industry. With a strong background in customer service and direct sales, he holds both Series 7 and Series 66 licenses, demonstrating his expertise in investment and wealth management. Anthony has a Bachelor's degree in Business Management from Florida State College at Jacksonville, which complements his practical experience in various financial roles. His career spans multiple positions, including consulting and planning roles at prestigious firms like Raymond James and Merrill Lynch. He has a proven track record of managing client relationships and facilitating transitions in financial services. Anthony is known for his commitment to delivering tailored solutions and exceptional service. His diverse experience in both corporate and consulting environments equips him with a unique perspective on the challenges and opportunities in the financial sector. Outside of work, he is likely to be engaged in continuous learning to stay updated on industry trends.
Anthony Cervio
Work Experience
VP - Transition Relationship Manager at
Steward Partners
October 2022 - Present
Consultant - Succession and Acquisition Planning at
Raymond James Financial, Inc.
July 2021 - October 2022
Transition Consultant at
Raymond James Financial, Inc.
September 2018 - July 2021
Financial Planner at
EY
July 2018 - September 2018
Ownership Transition Team (Life Services) at
Merrill Lynch/Wfc/L. Inc.
October 2015 - August 2017
Funding and Asset Transfer at
Merrill Lynch/Wfc/L. Inc.
July 2014 - October 2015
Retirement Distribution Specialist at
Merrill Lynch/Wfc/L. Inc.
February 2013 - July 2014
Business Development Specialist at
US Assure
June 2006 - August 2011
Anthony Cervio
Education
Florida State College--Jacksonville, Bachelor Of Applied Science (B.A.Sc.)
January 2012 - January 2014
Frequently Asked Questions about Anthony Cervio
What is Anthony Cervio email address?
Anthony Cervio's primary email address is **************@raymondjames.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Anthony Cervio work for?
Anthony Cervio is a VP - Transition Relationship Manager at Steward Partners, a company specializing in Functions related to depository banking.
Where Anthony Cervio graduated from?
Anthony Cervio holds a degree in Business Management from Florida State College--Jacksonville.
How can I directly contact Anthony Cervio?
To contact Anthony Cervio directly, you can use the email address **************@raymondjames.com. Complete contact information is available upon registration with Muraena.
Who is Anthony Cervio?
Anthony Cervio is an experienced VP Transition Relationship Manager at Steward Partners, specializing in the insurance and financial services industry. With a strong background in customer service and direct sales, he holds both Series 7 and Series 66 licenses, demonstrating his expertise in investment and wealth management. Anthony has a Bachelor's degree in Business Management from Florida State College at Jacksonville, which complements his practical experience in various financial roles. His career spans multiple positions, including consulting and planning roles at prestigious firms like Raymond James and Merrill Lynch. He has a proven track record of managing client relationships and facilitating transitions in financial services. Anthony is known for his commitment to delivering tailored solutions and exceptional service. His diverse experience in both corporate and consulting environments equips him with a unique perspective on the challenges and opportunities in the financial sector. Outside of work, he is likely to be engaged in continuous learning to stay updated on industry trends.
Anthony`s contact details
**************@raymondjames.com
**************@stewardpartners.com
Colleagues
Vice President, Wealth & Portfolio Specialist
Partner, Executive Managing Director & Wealth Manager
SVP Director of Operations & Supervision
Managing Director, Partner
Senior Vice President, Wealth Manager
Head of Strategic Initiatives and Chief Legal Officer
Managing Director
Managing Director - Wealth Manager
Partner, Vice President, Wealth Manager Associate
Managing Director