Cetera Financial Group Bolsters Team to Revolutionize Wealth Management Solutions!
Cetera Financial Group, a leading financial advisor Wealth Hub, has announced a significant expansion of its investment in advisory solutions with the addition of four key hires. This move underscores Cetera’s commitment to delivering industry-leading wealth management and advisory solutions to meet advisors’ changing needs, regardless of their affiliation choice.
The new team members bring a wealth of experience and expertise to Cetera, enhancing the firm’s ability to deliver innovative solutions and services to financial professionals across the industry. Logan Galli, Head of Advisory Business Consulting, leads the sales organization and multiple units within Advisory Business Consulting, bringing valuable experience from his previous role at LPL Financial. Amy Rehn, Managing Director of Investment Solutions, brings nearly 25 years of financial services experience, including roles at Osaic and Triad Advisors. Brian Lampron, Managing Director of RIA Solutions, has extensive experience in advisory platforms and third-party asset management programs from his time at Commonwealth Financial. Jon Myczka, Managing Director of RIA and Advisory Digital Experiences, brings a strong background in wealth management and digital strategy from his previous roles at Ally Financial and TD Ameritrade.
These new hires come at a time of significant growth and recognition for Cetera. The firm’s My Advice Architect® (MAA) advisory platform recently received the Wealth Manager Platform of the Year Award from the Money Management Institute (MMI)/Barron’s, highlighting Cetera’s commitment to innovation and excellence in the advisory space. Additionally, Genstar’s reinvestment in Cetera has provided the firm with the capital needed to support its continued expansion through organic growth, M&A, and new markets. Cetera has also introduced the “Growth Guarantee” for newly affiliated advisors, further demonstrating its dedication to helping advisors grow their businesses.
Kerry Pierce, CFP®, Senior Managing Director and Head of Investment Advisory Solutions at Cetera, expressed confidence in the new team members and their ability to drive long-term growth and success for the firm. With a focus on delivering tailored solutions and services to financial professionals, Cetera is well-positioned to lead the industry as a destination of choice for independent advisors.
Overall, Cetera’s team expansion and continued investment in advisory solutions reflect the firm’s commitment to meeting the evolving needs of financial professionals and institutions. By bringing in top talent and leveraging industry recognition and strategic partnerships, Cetera is poised for continued success in delivering innovative wealth management and advisory solutions to its clients.
For more information about Cetera Financial Group and its offerings, visit www.cetera.com. Follow Cetera on LinkedIn, YouTube, Twitter, and Facebook for the latest updates and insights.
Cetera Financial Group refers to a network of independent retail firms, including Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC, and Cetera Financial Specialists LLC. All firms are FINRA/SIPC members.
SOURCE: Cetera Financial Group