Cetera Expands Leadership and Strategy with Erica Bloudek as COO at Wilde Wealth Management
Cetera Financial Group has officially welcomed Erica Bloudek as the Chief Operating Officer of Wilde Wealth Management Group, marking a strategic expansion in leadership designed to boost the operational framework of the thriving independent wealth management firm. This appointment comes on the heels of Cetera's strategic minority investment in Wilde Wealth, which was finalized in January 2024, signaling Cetera's commitment to developing growth-oriented firms with robust infrastructure and exceptional service capabilities.
In her new role, Bloudek will oversee operational strategies across Wilde Wealth, which manages approximately $5.75 billion in assets and supports 56 advisors in various locations throughout the Southwest. Her responsibilities will span the establishment of an effective and compliant operational model, guide strategic planning efforts, and oversee critical functions including advisor and client onboarding and marketing communications.
In her new role, Bloudek will oversee operational strategies across Wilde Wealth, which manages approximately $5.75 billion in assets and supports 56 advisors in various locations throughout the Southwest. Her responsibilities will span the establishment of an effective and compliant operational model, guide strategic planning efforts, and oversee critical functions including advisor and client onboarding and marketing communications.
Topics Financial Services & Investing）
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