Tom Taylor, Chief Sales and Growth Officer at Cetera, Announces Retirement

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“Cetera Financial Group Announces Retirement of Chief Sales Officer After Nearly 30 Years of Leadership”

Cetera Financial Group, a leading financial advisor Wealth Hub, made headlines today with the announcement of the retirement of Tom Taylor, Chief Sales and Growth Officer. Taylor, who has been with Cetera for nearly three decades, will be stepping down at the end of 2024. This news comes as Cetera is finalizing its search for a new senior leader to join the organization.

Mike Durbin, CEO of Cetera Holdings, praised Taylor for his significant contributions to the company, stating, “Tom’s countless contributions over nearly three decades have been instrumental in making Cetera the powerful industry leader it is today. Tom has been a true champion of Cetera’s values and we are grateful for his leadership and the impact he has made on our culture and service to our advisors.”

Taylor’s career at Cetera has been marked by various leadership roles, starting in 1997 when he joined Financial Network. He has played a key role in developing operational, technological, and sales initiatives for the company. Taylor’s journey at Cetera includes positions such as due diligence coordinator, vice president of sales and training, vice president of the Financial Institutions Division, chief administrative officer, president and CEO of Cetera Advisor Networks, and ultimately Chief Sales and Growth Officer of Cetera Financial Group.

Reflecting on his time at Cetera, Taylor expressed gratitude for the opportunity to work for a company he loves and alongside amazing colleagues. He stated, “Cetera is in a tremendous position of strength and I leave knowing the firm is in better shape than ever with a bright future ahead.”

Cetera Financial Group, owned by Cetera Holdings, serves as a premier financial advisor Wealth Hub, offering solutions, support, and services for financial professionals and institutions to optimize their control and value creation. With over 12,000 financial professionals and teams under its umbrella, Cetera oversees more than $505 billion in assets under administration and $213 billion in assets under management as of March 31, 2024.

In a recent advisor satisfaction survey, Cetera received high ratings, with its Voice of Customer (VoC) program measuring advisor experience and satisfaction at 4.8 out of 5 stars. The company’s commitment to providing a supportive and growth-oriented environment for its advisors has been recognized by the industry.

As Cetera embarks on the search for a new senior leader to fill Taylor’s shoes, the company remains focused on its mission to empower financial professionals and institutions to thrive in a rapidly evolving landscape. The retirement of Tom Taylor marks the end of an era at Cetera, but also signals a new chapter of growth and innovation for the company.

In conclusion, Tom Taylor’s retirement from Cetera Financial Group represents a significant milestone for the company, as it prepares to welcome a new senior leader and continue its legacy of excellence in the financial advisory industry.