WEALTH ADVISOR GROUP DIRECTOR, SENIOR VICE PRESIDENT, CFP® (1)
Celeste offers clients over 20 years of comprehensive wealth management experience with a team approach that brings together specialists in financial planning, portfolio management, and wealth transfer strategies. Prior to joining Seacoast Bank, Celeste served as Senior Managing Director of Private Wealth Management at SunTrust Bank, and was a Group Director for BB&T’s Wealth Management Division overseeing the states of Florida and Texas.
Celeste is a graduate of the State University of New York at Buffalo, is a CERTIFIED FINANCIAL PLANNER™ practitioner, and a Level II candidate in the CFA program. She resides in the Tampa area, and has served on various boards including the Orlando Museum of Art.
Seacoast Wealth Management is located at Seacoast Bank, with a proud 90-year heritage of commitment to helping our clients manage their wealth and pursue their goals. We are committed to meeting the needs of our clients by offering comprehensive wealth management capabilities to address their sophisticated and often complex needs.
(1) Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Seacoast Bank and Seacoast Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit