Steven Cass, CFP®, Client Advisor

SunTrust Bank, Registered Representative of SunTrust Investment Services, Inc.

Steven Cass Photo
Steven Cass, CFP®, Client Advisor

SunTrust Bank, Registered Representative of SunTrust Investment Services, Inc.

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825 BROADWAY

DUNEDIN, FL 34698

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About

Steven Cass is a Client Advisor with SunTrust Private Wealth Management. He offers clients more than 20 years of experience working with current and retired business owners and executives, along with multi-generational wealth families, who require complex investment and estate planning services.

Steven joined SunTrust 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 began serving as a Client Advisor in the Private Wealth Management Group in 2005, focused in Pinellas County. In 2007, he was appointed city president of the Clearwater & North Pinellas market where, in addition to his role as Client Advisor, he coordinates SunTrust's market activities and represents the bank in marketing and sponsorships.

Steven graduated from Florida State University with a Bachelor of Science in Economics. He is active in the community, serving as Chairman of the Board of Directors of the Morton Plant Mease Foundation and as a board member of Morton Plant Mease Health Care. He is also president of the Pinellas County Estate Planning Council, a member the Pinellas Community Foundation and is an active committee member of Belleair Country Club. He lives in Dunedin, Florida with his wife, Kimberly, and daughter, Mallory, enjoys golfing and cooking.

SunTrust Private Wealth Management is part of SunTrust Bank, with a proud 120-year heritage of commitment to helping our clients manage their wealth and achieve their goals. We are committed to meeting the needs of our clients - by building and continually strengthening long-term relationships and by offering you comprehensive wealth management capabilities to meet your sophisticated and often complex needs. As your needs evolve, your team of experts and solutions will too, in order to address new challenges and opportunities.

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