Cetera Financial Group Welcomes Susan Wilkinson and Her Successful Wealth Management Team

Cetera Financial Group Welcomes Veteran Advisor Susan Wilkinson

Cetera Financial Group has officially welcomed Susan Wilkinson, MBA, CFP®, along with her 12-member team from Wilkinson Wealth Management, LLC. They join Cetera after spending over 17 years with LPL, transitioning to one of Cetera's distinguished communities, Summit Financial Networks. Wilkinson and her team bring approximately $380 million in assets under administration, enhancing the firm’s advisor network significantly.

After a long and successful tenure at LPL, Wilkinson sought to enhance her service capabilities and align with a firm that emphasizes personalized support and excellence. "Our culture is one of excellence, and in my opinion, excellence is the culmination of a lot of small things done perfectly," Wilkinson stated. She noted that the dedication to client service and a culture of excellence she found at Summit was a perfect match for her own values and goals.

In making the move, the in-person Home Office Visit with the Summit team played a pivotal role in her decision. "The moment we met everyone face-to-face, it was clear that Cetera’s culture of excellence aligned perfectly with ours," said Wilkinson. Her firm, based in Charlottesville, Virginia, was founded 17 years ago and focuses on providing tailored financial planning services with a team-oriented approach.

Wilkinson’s commitment to her clients encompasses comprehensive wealth management services, including tailored estate planning and taxation advice, bolstered by direct consultations from a full-time Chartered Financial Analyst® for investment guidance. This client-centric approach has garnered her substantial accolades within the industry. For instance, she was ranked 9th among women advisors in Virginia by the 2025 Forbes | SHOOK Top Women Wealth Advisors and 57th in the 2025 Forbes | SHOOK Best-In-State Advisors for Virginia.

Tom Halloran, leader of the Cetera Advisor Channel, expressed excitement upon Wilkinson's joining, stating, "Susan is a terrific financial advisor with a commendable practice filled with exceptional team members. Her philosophy of 'growing by getting better, not just bigger' perfectly aligns with our objectives at Summit and Cetera. We are thrilled to have her here and anticipate tremendous success for her and her team."

Cetera stands out as a premier financial advisor network, offering personalized support and multiple affiliation models that empower independent advisors. The firm manages approximately $590 billion in assets under administration and $263 billion in assets under management as of June 30, 2025. With around 12,000 advisors and institutions, Cetera’s innovative ecosystem encourages financial professionals to scale and progress on their terms, delivering flexibility unlike traditional independent broker-dealers.

Cetera’s commitment to long-term value creation and their unique five-channel model sets a robust framework for sustainable growth within the financial advisory community. As they continue to expand their network and adapt to market demands, advisors like Susan Wilkinson are embracing this opportunity to provide exceptional service and specialized financial insights to their clients.

In conclusion, the arrival of Susan Wilkinson and her dedicated team at Cetera is expected to not only enhance their wealth management capacity but to also redefine the standards of service within the financial advisory space. For more information about Cetera and its initiatives, visit Cetera's official website.