SAN
DIEGO, July 17, 2024 /PRNewswire/
-- Cetera Financial Group, which is owned by Cetera
Holdings (collectively, Cetera), the premier financial advisor
Wealth Hub, announced today that Tom
Taylor, Chief Sales and Growth Officer, will retire at the
end of 2024. Cetera is finalizing a search for a new senior leader
to join the organization.
"Tom's countless contributions over nearly three decades have
been instrumental in making Cetera the powerful industry leader it
is today," said Mike Durbin, CEO of
Cetera Holdings. "Tom has been a true champion of Cetera's values
and we are grateful for his leadership and the impact he has made
on our culture and service to our advisors. Tom will continue to be
an important member of the Cetera family and we wish him the best
in his well-deserved retirement."
Taylor has held multiple leadership roles at Cetera over his
nearly 30-year tenure. He joined Financial Network in 1997 and has
been instrumental in developing many of the new operational,
technological and sales initiatives for Cetera. He worked
previously as due diligence coordinator, vice president of sales
and training, vice president of Cetera's Financial Institutions
Division, and chief administrative officer before taking the role
of chief operating officer. He led as president and CEO
of the largest Cetera community, Cetera Advisor Networks, from 2015
until he became Cetera Financial Group's chief sales and
growth officer in 2021. Prior to joining Cetera, Taylor spent
five years as a top-producing registered representative at Liberty
Securities Corp./IFMG and ran an investment program managing a team
of advisors for a financial institution
in Southern California.
"I consider myself extremely fortunate to have spent the
majority of my career working for a company I love, serving a noble
profession alongside amazing people that I have come to cherish as
my Cetera family," Taylor said. "Cetera is in a tremendous position
of strength and I leave knowing the firm is in better shape than
ever with a bright future ahead."
About Cetera
Cetera Financial Group, which is
owned by Cetera Holdings (collectively, Cetera), is the premier
financial advisor Wealth Hub where financial advisors and
institutions optimize their control and value creation. Breaking
away from a commoditized and homogenous IBD
model, Cetera offers financial professionals and institutions
the latest solutions, support, and services to grow, scale, or
transition with a merger, sale, investment, or succession plan.
Cetera proudly serves independent financial advisors, tax
professionals, licensed administrators, large enterprises, as well
as institutions, such as banks and credit unions, providing an
established and repeatable blueprint for scalable
growth.
Home to more than 12,000 financial professionals and their
teams, Cetera oversees more than $505
billion in assets under administration and $213 billion in assets under management, as of
March 31, 2024. In a recent advisor
satisfaction survey of nearly 35,000 reviews, Cetera's Voice of
Customer (VoC) program vigorously measures advisor experience and
satisfaction 24/7. Currently, it's ranked 4.8 out of 5 stars.
Visit www.cetera.com, and follow Cetera
on LinkedIn, YouTube, Twitter and Facebook.
"Cetera Financial Group" refers to the network of independent
retail firms encompassing, among others, Cetera Investment Advisers
LLC, a registered investment adviser, and the following FINRA/SIPC
members: Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera
Investment Services LLC (marketed as Cetera Financial Institutions
or Cetera Investors), and Cetera Financial Specialists LLC. Located
at: 655 W. Broadway, 11th Floor, San
Diego, CA 92101.
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SOURCE Cetera Financial Group