Cetera Welcomes Susan Wilkinson and Her Wealth Management Team
In an exciting transition, Cetera has welcomed Susan Wilkinson, a highly experienced financial advisor, along with her dedicated 12-person team from Wilkinson Wealth Management, LLC. This change reflects their move from one of LPL's significant offices to join the Cetera community, specifically within Summit Financial Networks. Together, they manage an impressive $380 million in assets under administration.
Wilkinson’s Decision to Join Cetera
After a successful 17-year tenure with LPL, Wilkinson sought a new opportunity that aligned with her commitment to provide exceptional service. She chose to partner with Cetera for its reputation for tailored support and the robust backing of the Regional Growth Teams. Wilkinson has expressed that the values and culture at Cetera resonate with her vision of excellence.
Empowering Client Relationships
During her transition, Wilkinson highlighted the importance of providing a top-notch experience for her clients. "Our culture is one of excellence, which stems from many small details executed perfectly," she remarked. The team's goal is to align with Cetera's ethos of white-glove service, ensuring that their clients receive outstanding support at every stage of their financial journey.
A Pivotal Home Office Visit
The pivotal moment for Wilkinson and her team came during a Home Office Visit with Cetera. This face-to-face interaction solidified their connection, revealing a shared culture of excellence where both parties aim to grow and succeed together. This new collaboration aims to enhance their client offerings while nurturing the firm’s growth.
Wilkinson Wealth Management’s Focus
Founded 17 years ago, Wilkinson Wealth Management is characterized by its strong emphasis on holistic financial planning. The firm implements a collaborative approach to managing finances, providing clients with a comprehensive suite of services, including estate and tax planning. Clients benefit from direct access to a Chartered Financial Analyst for expert investment guidance.
Recognized Industry Accomplishments
Wilkinson has earned numerous accolades throughout her career, including recognition as one of the top women advisors in her state. Her determination and skill have earned her a prominent spot among the leading financial professionals, reflecting her commitment to elevating standards in wealth management.
Welcoming Statements from Cetera Leaders
Tom Halloran, who leads the Cetera Advisor Channel, voiced his enthusiasm about Wilkinson’s arrival, describing her as a diligent advisor who has cultivated a remarkable practice. Halloran believes that Wilkinson’s philosophy of focusing on improvement rather than mere growth aligns perfectly with the goals of both Summit and Cetera.
About Cetera Financial Group
Cetera Financial Group stands out in the financial advisory landscape as a premier Wealth Hub, committed to equipping independent advisors with the resources to thrive. The organization supports roughly 12,000 financial professionals, enabling them to scale their businesses while providing clients with the highest quality of service.
The unique structure of Cetera offers a blend of modern technology and personalized support, ensuring that each affiliated advisor can navigate their journey in wealth management successfully. As of a recent benchmark, Cetera manages approximately $590 billion in assets under administration and $263 billion in assets under management.
Frequently Asked Questions
1. Who is Susan Wilkinson?
Susan Wilkinson is a veteran financial advisor with significant experience, now affiliated with Cetera and leading a 12-person team managing $380 million in assets.
2. Why did Susan Wilkinson join Cetera?
Wilkinson joined Cetera for its excellent support, white-glove service, and commitment to advisor growth, aligning with her firm's philosophy.
3. What is Summit Financial Networks?
Summit Financial Networks is a community within Cetera that provides resources and support to enhance the operations of financial advisors.
4. What distinguishes Wilkinson Wealth Management?
Wilkinson Wealth Management focuses on a collaborative financial planning approach, offering comprehensive services including estate and tax planning.
5. How many advisors does Cetera support?
Cetera Financial Group supports about 12,000 advisors and institutions, providing them with a flexible and supportive environment to grow their businesses.
