Tax-Free Wealth Group LLC

SpecialtiesDavid has been in the financial services industry for 44 years. He focuses on wealth, estate and retirement strategies. After he graduated from the University of Florida in 1973, he started his business in 1974.David is a life and qualifying member of the Million Dollar Round Table and Court of the Table, the National Association of Insurance and Financial Advisors (NAIFA), and the American Funds Group All American Team. He was an honorary co-chairman on the Business Advisory Council for the National Republican Congressional Committee and awarded the National Leadership Award. He was also named the 2003 Business Man of the Year by the National Republican Congressional Committees Business Advisory Council.

Our wealth management advisors in TIAA’s Daytona Beach, FL office are available to help clients plan for lifelong income, save for retirement, and achieve financial goals. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. The Daytona Beach, FL office is a smaller satellite office, so please call today to schedule an appointment (844) 607-6278.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Daytona Beach, FL area, Chip Cerovac will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.