Cetera Financial Group

Cetera's Courageous Conversations Series Wins Prestigious DEIB 'Wealthies' Award

Retrieved on: 
Friday, September 8, 2023
Cetera Financial Group, ERG, Integration, The Wealthy Barber, Culture, Head, Mental health, Cecilio, DEIB, Human voice, Organization, AAPI, Practice management, Diversity, Asian American and Pacific Islander Heritage Month, Employee resource group, Team, Ziegfeld Theatre (1969), Nursing, Cetara

Cetera offers Courageous Conversations to team members as part of its commitment to DEIB.

Key Points: 
  • Cetera offers Courageous Conversations to team members as part of its commitment to DEIB.
  • Cetera has also been treated to conversations from:
    Sometimes, Courageous Conversations topics are more broadly inclusive.
  • In fact, the most attended Courageous Conversation to date was called "Mental Health – How Does it Show Up for You?"
  • "We already counted Courageous Conversations a win for Cetera it enriched our culture and fueled open dialogue with our colleagues.

Brent McDonald joins Cetera Advisor Networks

Retrieved on: 
Wednesday, September 6, 2023
Newton, Insurance, Bachelor of Science in Information Technology, Martha, Small business, Cetera Financial Group, Business, Elon University, Partnership for a Secure America, Macdonald, Kleva, Retirement, Knowledge, Environment, Financial adviser, Science, Cetara

LOS ANGELES, Sept. 6, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Brent McDonald** and his Tar Heel Wealth Management Team have joined Cetera Advisor Networks via Convergent Financial Partners. Based in North Carolina, McDonald is an experienced financial professional who was previously affiliated with Securities America. He provides comprehensive financial planning and investment advice to clients and had more than $154 million in assets under administration* as of June 21, 2023.

Key Points: 
  • LOS ANGELES, Sept. 6, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Brent McDonald** and his Tar Heel Wealth Management Team have joined Cetera Advisor Networks via Convergent Financial Partners.
  • "My team and I are excited to experience the local, boutique feel of Convergent Financial Partners, backed by the national network of Cetera Advisor Networks," McDonald said.
  • "We are thrilled welcome Brent to Cetera Advisor Networks and look forward to working with him to achieve his goals moving forward," said Tim Stinson, president of Cetera Advisor Networks.
  • "Cetera Advisor Networks is a perfect home for advisors looking to expand their practices and provide unmatched service to their clients.

FINANCIAL RESOURCES GROUP ANNOUNCES PARTNERSHIP WITH KERRIGAN GROUP AND WINONA WEALTH MANAGEMENT

Retrieved on: 
Wednesday, September 6, 2023
Communication, Business development, Partnership, Cetera Financial Group, Education, LPL Financial, Business, Finance, Organization, Jones, CPA, LPL, Financial adviser, Management

FORT MILL, S.C., Sept. 6, 2023 /PRNewswire/ -- Financial Resources Group Investment Services, LLC ("Financial Resources Group") announces their partnership with Georgia-based Kerrigan Group and Indiana-based Winona Wealth Management.

Key Points: 
  • FORT MILL, S.C., Sept. 6, 2023 /PRNewswire/ -- Financial Resources Group Investment Services, LLC ("Financial Resources Group") announces their partnership with Georgia-based Kerrigan Group and Indiana-based Winona Wealth Management.
  • "We are excited to welcome the teams at Kerrigan Group and Winona Wealth Management to Financial Resources Group," said Steve Lank, President of Financial Resources Group.
  • Kerrigan highlights a few of the noteworthy factors that went into his decision to join Financial Resources Group and LPL.
  • "We are pleased that Kerrigan Group and Winona Wealth Management have chosen Financial Resources Group to guide them on their financial advising journeys," said J.J. Hudock, Director of Business Development at Financial Resources Group.

CoastalOne Taps Financial Services Leader Yanni V. Bousnakis, CFA to Fill Newly Created Role of Chief Product Officer

Retrieved on: 
Tuesday, September 5, 2023
Yanni, EFront Alternative Investment Solutions, SVP, CFA, Cetera Financial Group, LPL Financial, Financial adviser

WILMINGTON, Del., Sep. 5, 2023 /PRNewswire/ -- CoastalOne, an exclusive wealth management firm for independent advisors, today announced industry leader Yanni V. Bousnakis, CFA has joined the firm as its Chief Product Officer. Mr. Bousnakis, whose bona fides include leadership roles at Kestra Financial, Cetera and LPL Financial, will oversee CoastalOne's efforts to significantly expand its wealth management capabilities, including its investment advisory solutions. He will report directly to CoastalOne's Chief Executive Officer, Kevin Keefe.

Key Points: 
  • WILMINGTON, Del., Sep. 5, 2023 /PRNewswire/ -- CoastalOne , an exclusive wealth management firm for independent advisors, today announced industry leader Yanni V. Bousnakis, CFA has joined the firm as its Chief Product Officer.
  • Mr. Bousnakis, whose bona fides include leadership roles at Kestra Financial, Cetera and LPL Financial, will oversee CoastalOne's efforts to significantly expand its wealth management capabilities, including its investment advisory solutions.
  • He will report directly to CoastalOne's Chief Executive Officer, Kevin Keefe.
  • "Yanni brings 20-plus years of product strategy and front-line platform development expertise to this new role.

Joe Groarke joins Cetera Advisor Networks

Retrieved on: 
Wednesday, August 30, 2023
Cetera Financial Group, Summit, Financial adviser, Cetara

LOS ANGELES, Aug. 30, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Joe Groarke** has joined Cetera Advisor Networks via Summit Financial Networks. Based in Blue Bell, Pa., Groarke is an experienced financial advisor who was previously affiliated with Wells Fargo Clearing Services. He provides comprehensive financial planning and investment advice to clients and had approximately $84 million in assets under administration* as of April 28, 2023.

Key Points: 
  • LOS ANGELES, Aug. 30, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Joe Groarke** has joined Cetera Advisor Networks via Summit Financial Networks.
  • "I welcome Joe to both Summit and Cetera Advisor Networks," said Marshall T. Leeds, president and regional director of Summit Financial Network.
  • Summit Financial Networks is a top region within Cetera Advisor Networks, which is the largest community of advisors within Cetera.
  • Click here for more information about Summit Financial Networks and click here for more information about Cetera Advisor Networks.

D. Kent Prewette joins Cetera Advisor Networks

Retrieved on: 
Friday, August 25, 2023
Insurance, Radio, Retirement, Cetera Financial Group, Life, Centers for Medicare & Medicaid Services, Financial adviser

LOS ANGELES, Aug. 25, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that D. Kent Prewette has joined Cetera Advisor Networks. His firm, D. Kent Prewette & Associates, will rebrand to form a new Cetera Advisor Networks region – Convergent Financial Partners. Based in Charlotte, N.C., Prewette is an experienced financial advisor who was previously affiliated with Center Street Securities. Prewette provides full service and retirement planning to clients and had approximately $34 million in assets under administration* as of May 22, 2023.

Key Points: 
  • LOS ANGELES, Aug. 25, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that D. Kent Prewette has joined Cetera Advisor Networks .
  • His firm, D. Kent Prewette & Associates, will rebrand to form a new Cetera Advisor Networks region – Convergent Financial Partners.
  • Based in Charlotte, N.C., Prewette is an experienced financial advisor who was previously affiliated with Center Street Securities.
  • Before his time working with insurance and financial planning, Prewette spent several years in the radio and television industry.

WSFS Announces Arthur J. Bacci as Interim Chief Financial Officer

Retrieved on: 
Thursday, August 24, 2023
Banking, Asset Management, Professional Services, Finance, Interim, Employment, University, WSFS Bank, Business, WSFS, MBA, Bačci, Santa Clara University, CFO, Principal, Cetera Financial Group, Management

WSFS Financial Corporation (NASDAQ: WSFS), today announced Arthur J. Bacci, Executive Vice President and Chief Wealth Officer of WSFS Financial Corporation, will also serve as Interim Chief Financial Officer (CFO) of WSFS.

Key Points: 
  • WSFS Financial Corporation (NASDAQ: WSFS), today announced Arthur J. Bacci, Executive Vice President and Chief Wealth Officer of WSFS Financial Corporation, will also serve as Interim Chief Financial Officer (CFO) of WSFS.
  • Bacci replaces Dominic C. Canuso, WSFS’ former Chief Financial Officer, whose employment with WSFS will end on August 31, 2023.
  • Prior to joining WSFS in 2018, Bacci successfully led multiple business segments with the Principal Financial Group during his 16 years with the company.
  • “Art has a deep understanding of our Company and the proven leadership skills and professional background to step into this interim role while we begin our search for our next Executive Vice President and Chief Financial Officer,” said Rodger Levenson, Chairman, President and CEO of WSFS Bank.

David Sanford joins Cetera Financial Specialists

Retrieved on: 
Tuesday, August 15, 2023
Insurance, Bachelor of Science, Human, Missouri State University, Cetera Financial Group, Partnership for a Secure America, Life, QuickBooks, CPA, Financial adviser, Science

LOS ANGELES, Aug. 15, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that David K. Sanford, CPA, has joined Cetera Financial Specialists. Based in Springfield, Mo., Sanford is an experienced financial advisor who was previously affiliated with Securities America, Inc. He provides comprehensive wealth management and retirement planning strategies to clients with more than $110 million in a combination of assets under administration and assets under management as of June 1, 2023.

Key Points: 
  • LOS ANGELES, Aug. 15, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that David K. Sanford, CPA, has joined Cetera Financial Specialists.
  • Based in Springfield, Mo., Sanford is an experienced financial advisor who was previously affiliated with Securities America, Inc.
  • "Cetera Financial Specialists' family culture paired with its high-touch support and unmatched resources make it an ideal fit for our team as we look to both grow business and enhance our client experience," Sanford said.
  • "David is a true master in the industry, who takes real pride in guiding his clients toward financial success no matter their station in life," said Ron Krueger, president of Cetera Financial Specialists.

Cetera Announces Acquisition of Powell Financial Partners

Retrieved on: 
Thursday, August 3, 2023
Mickey, Powell, Partnership, Retirement, Acquisition, Cetera Financial Group, Financial adviser, Asset management, Cetara

LOS ANGELES, Aug. 3, 2023 /PRNewswire/ -- Cetera Financial Group, the premier financial advisor Wealth Hub, announced today that it recently acquired Powell Financial Partners, a Georgetown, Texas-based independent wealth management firm. Powell Financial Partners is led by father-daughter team Mickey Powell, CRPC®, and Jennifer Powell, who are affiliated with Cetera Wealth Partners, a community that is part of Cetera Advisor Networks. The acquisition represents the latest evidence of Cetera's strategic plan and effort to support advisors throughout their professional lifecycles, and a timely example of Cetera's succession planning capabilities, including advisor-to-advisor support, business continuity solutions and practice monetization. 

Key Points: 
  • LOS ANGELES, Aug. 3, 2023 /PRNewswire/ -- Cetera Financial Group, the premier financial advisor Wealth Hub, announced today that it recently acquired Powell Financial Partners, a Georgetown, Texas-based independent wealth management firm.
  • Powell Financial Partners is led by father-daughter team Mickey Powell, CRPC®, and Jennifer Powell, who are affiliated with Cetera Wealth Partners, a community that is part of Cetera Advisor Networks.
  • "At Powell Financial, we pride ourselves on our collaborative and family-first approach, which we see reflected at Cetera as well," said Jennifer Powell, investment advisor representative and partner at Powell Financial Partners.
  • Cetera Wealth Partners was created in the same year through the acquisition of assets related to Voya Financial Advisors' independent financial planning channel.

Cetera and YCharts Announce Strategic Partnership to Equip Advisors With Award-Winning Client Communications and Investment Research Platform

Retrieved on: 
Wednesday, August 2, 2023
Personal Finance, Technology, Finance, Fintech, Professional Services, Software, Small Business, Internet, Data Management, Asset Management, Partnership, Cetera Financial Group, Human, Research, Financial adviser, Cetara

YCharts, a cloud-based investment research platform that enables wealth advisors and asset managers to make smarter investment decisions and to orchestrate better communications with their clients, has announced a strategic partnership with Cetera Financial Group (Cetera).

Key Points: 
  • YCharts, a cloud-based investment research platform that enables wealth advisors and asset managers to make smarter investment decisions and to orchestrate better communications with their clients, has announced a strategic partnership with Cetera Financial Group (Cetera).
  • The partnership between Cetera and YCharts offers all Cetera affiliates access to YCharts’ industry-leading platform, enabling them to streamline investment research and client communications workflows, while saving valuable time.
  • YCharts' reputation for excellence in the industry positions Cetera advisors for even greater achievements, and we are eager to commence this partnership."
  • We’ve already seen many of their advisors have significant success adding and retaining assets,” said Sean Brown, President and CEO at YCharts.