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Anthony Cervio

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Anthony Cervio

VP - Transition Relationship Manager | Steward Partners

Clearwater, Florida, United States

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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.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Anthony Cervio

Work Experience

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VP - Transition Relationship Manager at

Steward Partners

October 2022 - Present

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Consultant - Succession and Acquisition Planning at

Raymond James Financial, Inc.

July 2021 - October 2022

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Transition Consultant at

Raymond James Financial, Inc.

September 2018 - July 2021

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Financial Planner at

EY

July 2018 - September 2018

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Ownership Transition Team (Life Services) at

Merrill Lynch/Wfc/L. Inc.

October 2015 - August 2017

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Funding and Asset Transfer at

Merrill Lynch/Wfc/L. Inc.

July 2014 - October 2015

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Retirement Distribution Specialist at

Merrill Lynch/Wfc/L. Inc.

February 2013 - July 2014

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Business Development Specialist at

US Assure

June 2006 - August 2011

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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

mail

**************@raymondjames.com

**************@stewardpartners.com

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