Marilyn Schmitt Joins Cetera Advisor Networks
We are excited to announce that Marilyn Schmitt has brought her impressive portfolio and experience to Cetera Advisor Networks. Transitioning from Osaic Wealth Management Group, Marilyn joins us with $115 million in assets under administration, marking a significant addition to our community.
A Warm Welcome from Cetera Leadership
Reflecting on this partnership, Tim Stinson, president of Cetera Advisor Networks, remarked, "We are happy to welcome an advisor as seasoned and successful as Marilyn to our community of talented professionals. We feel confident that Marilyn will continue to grow her already thriving practice under our unique network and with Cetera's suite of products and services." This positive sentiment underscores the collaborative spirit within the Cetera network.
Joining Forces With IMG Financial Group
Marilyn’s decision to join Cetera was largely influenced by her desire to collaborate with Chris Nardiello, Senior Vice President and Managing Director at IMG Financial Group. Schmitt expressed her excitement about the collaboration: "Although I wasn't unhappy at my previous broker-dealer, I could not pass up the opportunity to work with a dynamic advisor like Chris. I've also been impressed by the breadth of resources offered by Cetera," she shared. This partnership not only enhances Marilyn’s practice but also aligns with her vision for excellent client service.
Marilyn's Journey and Experience
With 23 years in the financial services industry, Marilyn holds her Series 7 and Series 66 registrations. She earned her Bachelor of Arts degree from the University of Houston and spent her early career in human resources within the oil sector before transitioning to financial advisory in 2001. Outside of her professional life, she is a dedicated mother of four and enjoys various outdoor activities and traveling.
Cetera's Commitment to Advisors
Cetera Financial Group is dedicated to empowering financial advisors and institutions with the resources they need for success. With a model that stands apart from the conventional independent broker-dealer platforms, Cetera offers a robust suite of solutions and support tailored to help professionals grow their practices effectively. Currently, they represent approximately 12,000 financial professionals and manage over $521 billion in assets under administration.
Focus on Client Satisfaction
The trust and satisfaction of advisors are paramount to Cetera. Their Voice of Customer (VoC) program continually collects feedback, resulting in an impressive advisor satisfaction rating of 4.8 out of 5 stars from nearly 35,000 reviews. This dedication to ensuring a positive experience reflects their focus on cultivating strong relationships within the advisor community.
Frequently Asked Questions
1. What does Marilyn Schmitt's move to Cetera entail?
Marilyn Schmitt joins Cetera as a seasoned financial advisor, enhancing client service capabilities with $115 million in assets under administration.
2. What motivated Marilyn to switch to Cetera?
Her desire to work closely with Chris Nardiello at IMG Financial Group and the impressive resources offered by Cetera were significant motivators.
3. How many years of experience does Marilyn have in the industry?
Marilyn brings 23 years of experience in the financial services industry to her new role at Cetera.
4. How does Cetera support its advisors?
Cetera provides a robust suite of products, training, and support to help advisors grow their practices efficiently.
5. What is Cetera's overall commitment to advisor satisfaction?
Cetera is dedicated to advisor satisfaction, achieving a rating of 4.8 out of 5 stars from advisor feedback collected through their VoC program.
