Richard Vogel Takes Helm as Community Leader for Cetera Advisors

Richard Vogel Takes Helm as Community Leader at Cetera Advisors

Cetera Financial Group has appointed Richard Vogel, a seasoned veteran in wealth management, as the new Community Leader of Cetera Advisors. Vogel's extensive experience in the financial services sector positions him perfectly to spearhead initiatives that will assist Cetera advisors in recognizing and seizing meaningful growth opportunities.

With over two decades dedicated to the financial landscape, Vogel was most recently at the helm of an advisor team at Ameriprise Financial Services. Prior to this, he played pivotal roles at prestigious firms such as Lincoln Financial Group, Bank of America, and Merrill Lynch. His diverse background in asset management and broker-dealer environments uniquely equips him to navigate the complexities of financial advisory.

In his new role, Vogel will focus on enhancing the engagement levels of Cetera advisors. One of his key strategies involves close collaboration with advisors to establish personalized growth plans. Tom Halloran, President and CEO of Cetera Advisors, expressed his confidence in Vogel's leadership style, stating, "Rich's management philosophy aligns seamlessly with Cetera's culture. His profound understanding of our operations ensures that our advisors are well-supported in achieving their business objectives."

Vogel's dedication to empowering advisors aligns with Cetera's commitment to providing remarkable support and engagement. He emphasized the importance of fostering relationships with advisors, saying, "I look forward to not just collaborating with our advisors at a strategic level but also spending time with them directly in their offices. This hands-on approach is integral to understanding how we can best assist them in their growth journey."

Cetera Financial Group, often referred to as the premier financial advisor Wealth Hub, prides itself on offering independent advisors and institutions personalized support, flexible affiliation models, and comprehensive growth solutions. The group boasts a wide network of around 12,000 advisors. What sets Cetera apart from traditional independent broker-dealers is its commitment to a community-driven culture and a multi-channel ecosystem that empowers financial professionals to evolve their businesses on their terms.

Currently, Cetera manages more than $554 billion in assets under administration and has $246 billion in assets under management. The firm has garnered a reputation for exceptional advisor satisfaction, as evidenced by its Voice of the Customer program, which received over 40,000 advisor reviews, yielding an impressive satisfaction score of 4.8 out of 5.

In light of Vogel's appointment, Cetera aims to deepen its advisor engagement while expanding its growth-oriented services. His leadership is expected to play a crucial role in the company's organic and inorganic growth efforts in the coming years.

For further information on Cetera and its services, visit Cetera’s website.

Cetera Financial Group consists of a network of independent retail firms, including Cetera Investment Advisers LLC, Cetera Advisors LLC, Cetera Wealth Services LLC, Cetera Investment Services LLC, and Cetera Financial Specialists LLC. These firms operate under separate ownership, ensuring a unique and tailored approach to financial advisory.