Steven Lawrence Cass

Employer firm

Hb Wealth CRD 316731

$30.2B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → 08/2024
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 08/2011 → 08/2024
  Suntrust Bank
  Dunedin, FL
• 08/2016 → 08/2024
  Suntrust Advisory Services
  Atlanta, GA
• 09/2024 → Present
  Hb Wealth Management, Llc
  Atlanta, GA

Previous Registrations

• 2016-09-01 → 2024-07-05
  Truist Advisory Services, Inc.
  Dunedin, FL
  Dunedin, FL
  Tampa, FL
• 2006-03-29 → 2016-12-31
  Truist Investment Services, Inc.
  Pinellas Park, FL
  Clearwater, FL
  Belleair Bluffs, FL
  Tarpon Springs, FL
  Palm Harbor, FL
  Lutz, FL
  Clearwater, FL
  Pinellas Park, FL
  Lutz, FL
  Palm Harbor, FL
  Tarpon Springs, FL
  Clearwater, FL
  Dunedin, FL
  Belleair Bluffs, FL
  Clearwater, FL
  St. Petersburg, FL
  Palm Harbor, FL
  Clearwater, FL
  Tampa, FL
  Tampa, FL
  Dunedin, FL
  Tampa, FL
  Dunedin, FL
  Saint Petersburg, FL

Other Businesses

MORTON PLANT MEASE HEALTHCARE FOUNDATION POSITION: Board Member NATURE: Morton Plant Mease Healthcare Foundation is committed to supporting the hospitals of Morton Plant Mease to improve the health and wellness of our community by inspiring people to invest in extraordinary, compassionate care. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 01/13/2024 ADDRESS: Clearwater FL, United States DESCRIPTION: - Be an ambassador in the community for the health system and foundation. Fulfill Board expectations of attendance, policy planning and implementation and donor cultivation. Oversee organizational management through enactment of policy.

Exams

• S66 Uniform Combined State Law Examination
  2006-03-27
• S63 Uniform Securities Agent State Law Examination
  1993-06-21

Designations

• Certified Financial Planner