#Financial Advisor #Cetera Wealth Management #Jamie Hatfield

Cetera Welcomes Jamie Hatfield: A Veteran Financial Advisor with $170 Million in AUA

Cetera Financial Group has recently welcomed Jamie Hatfield, a seasoned independent financial advisor who is transferring from Commonwealth Financial Network to join their community. Hatfield brings with him an impressive $170 million in assets under administration, marking a significant step for both him and Cetera. With over 35 years in the financial advisory field, Hatfield is set to leverage Cetera's extensive resources while maintaining the personal, white-glove service his clients value.

A Seamless Transition with Supportive Leadership

Hatfield's decision to move to Cetera stems from his desire for a partnership that aligns with his business philosophy. He emphasizes that his practice is akin to a “mom-and-pop” service but also embraces state-of-the-art technology to meet client needs. In describing his new association, he stated, “When I spoke with Cetera and Summit, I felt that same philosophy on the other end of the phone.” This sentiment reflects his view of establishing a detailed understanding of each client's unique requirements, thus allowing for highly personalized wealth management.

The close-knit structure of Hatfield's team, featuring financial advisor Ty Sauer, CFP®, and wealth management assistants Jennifer Goodridge and Meg Brinker, reinforces this focus on relationship-driven service. Having known each other for decades, the team's familiarity fosters an environment where clients feel cared for and genuinely listened to.

Commitment to Personalized Service

Hatfield’s primary aim is to ensure that his clients receive a white-glove experience. “I don't want my clients to call an 800 number and be passed off to someone who doesn't know them,” he remarked. His belief is that clients deserve direct access to their advisors, no matter their queries—whether it's about investment plans or technological assistance. By operating at this personal level, Hatfield and his team provide a robust and reassuring presence for clients who often face complex financial decisions.

The Value of Relationships Over Transactions

At the core of Hatfield's practice is the value placed on long-term relationships rather than short-term transactions. Frequently serving the