#USA #San Diego #Cetera Financial #Jennifer Read #Terri Steele

Cetera Financial Group Welcomes Two Experienced Advisors

Cetera Financial Group, a leader in the financial advisory sector, has made headlines with the recent addition of advisors Jennifer Read and Terri Steele, along with their dedicated team. This transition signifies not just a shift in employment but a strategic move aimed at greater collaboration and growth within the financial advisory space. Their team brings a substantial $255 million in combined assets under administration (AUA), highlighting the potential for significant contributions to Cetera's wealth hub strategy.

Jennifer Read and Terri Steele, both seasoned professionals with a combined experience of over 52 years, previously operated under Osaic. Their decision to move to Cetera arose from their desire for increased flexibility and the opportunity to closely collaborate. Read expresses enthusiasm about the partnership: "Terri and I met at an industry conference and immediately hit it off both personally and professionally. We knew we wanted our two practices to collaborate closely with each other – and we found the flexibility to do that at Cetera." The synergy between the two advisors is anticipated to foster robust growth for their client base.

In a similar vein, Steele noted the benefits of Cetera's unique operating model, which has allowed them to run their practices in a manner that suits their needs better. She proclaimed, "I've been so impressed with the flexibility Cetera Advisors has allowed us to run our practices in the unique way that works best for us." This adaptability, paired with Cetera's diverse range of products and technologies, positions their new team uniquely to tap into fresh opportunities and enhance their service offerings.

The welcoming of Read and Steele reflects Cetera's commitment to empowering advisors to operate independently while leveraging the extensive resources they provide. Tom Halloran, the head of Advisor Channel communities at Cetera, remarked, "Cetera Advisors' unique model empowers successful entrepreneurs like Jennifer and Terri to run their business their way." This supportive environment is expected to foster continued successes in their already flourishing practices.

Read, who holds multiple industry registrations and designations, has built a successful career focusing on high-net-worth individuals and privately held entities. In her new role, she will operate under the banner of Coolidge Wealth Management, continuing her pursuit of excellence in client service. Steele, recognized for her referral-based business that has thrived since its establishment in 1994, is passionate about fostering trust within client relationships, especially among women in finance.

They are joined by new team members, Amy Hollon and Lindsey Burnside, both of whom bring additional expertise and fresh perspectives to Cetera Advisors. Hollon, with six years of experience, and Burnside, with two years under her belt, are both set to contribute actively to the team’s goals.

Cetera Financial Group stands as a pioneering entity in redefining how financial advisors and institutions function, distancing itself from the conventional independent broker-dealer models. Currently, the company serves around 12,000 financial professionals and oversees an impressive $545 billion in assets under administration, alongside $235 billion in assets under management as of late September 2024. This robust infrastructure supports independent advisors, allowing them to scale their operations effectively.

In conclusion, the inclusion of Read and Steele at Cetera not only enhances the firm's extensive portfolio but also signals a forward-thinking approach to advisory services. As they embark on this new journey, both advisors and their clients stand to benefit significantly from the collaborative and innovative environment Cetera promotes. As Jennifer Read aptly put it, "I look forward to seeing how each of our practices continues to grow as a result of working with one another while leveraging Cetera's unmatched suite of products and services."

For more information on Cetera Financial Group and its services, visit Cetera Financial's website.