Gregory Kearney Joins Cetera for New Opportunities
In an exciting development for the financial advisory landscape, veteran advisor Gregory Kearney has made the strategic decision to join Cetera after an impressive 23-year tenure with LPL. This transition reflects Kearney's commitment to delivering superior client services and a dedication to his professional growth.
Cetera's Supportive Environment for Advisors
Kearney chose Cetera for its exceptional service and commitment to independence, essential qualities that resonate with his professional ethos. He expressed his enthusiasm about entering a new growth phase with a firm that prioritizes the needs of its advisors and their clients. The resources and support offered by Cetera are particularly appealing to him as he looks to enhance the relationships he has cultivated over the years.
A New Chapter in Client Relationships
Having managed around $160 million in assets, Kearney is eager to expand his practice utilizing Cetera's comprehensive platform. His experience spans across Connecticut's Gold Coast and the larger New York City area, where he has served a diverse client base that includes individuals, families, and small businesses.
Insights into Kearney's Move
After coming across various changes that affected his previous relationships at LPL, Kearney began exploring new opportunities. He stated, "After LPL acquisitions and changes that affected how I could run my business, I decided to make the move, which ultimately brought me to Cetera." His insights into the shifting dynamics of financial advisory highlight the importance of a supportive environment for growth.
Connecting with Fellow Advisors
Kearney looks forward to reestablishing connections with peers from LPL, such as Brian Neyland, also a veteran in the industry. Neyland, who worked closely with Kearney in the past, is optimistic about Kearney's future and is ready to assist him in leveraging the numerous advantages available at Cetera.
A Bright Future at Cetera
Recognizing the importance of relationships, both with clients and in the professional network, Kearney is poised for significant growth within Cetera’s collaborative environment. The President and CEO of Cetera Investment Services, LeAnn Rummel, emphasized how financial professionals like Kearney are drawn to Cetera due to its commitment to service excellence and proven strategies for achieving growth.
Cetera's Commitment to Financial Advisors
Cetera Financial Group stands out as an imperative partner for independent advisors, offering personalized support and growth solutions. Their innovative approach enables advisors to thrive based on their unique needs. With around 12,000 advisors under its umbrella, Cetera is dedicated to empowering them through a multi-channel ecosystem that promotes independence and flexibility.
A Valuable Network and Resources
As of the end of September, Cetera firms managed approximately $625 billion in assets under administration and $284 billion in assets under management. Their dedication to enhancing advisor satisfaction is evident through their respected Voice of the Customer program, which has garnered an impressive score from thousands of advisors.
Final Thoughts on Kearney's Transition
The transition of Gregory Kearney to Cetera showcases the ongoing evolution within the financial advisory space. As he embarks on this new journey, Kearney's vision and dedication to client service align perfectly with Cetera’s mission. The future looks promising as he harnesses Cetera's resources to elevate his practice and expand his advisory services further.
Frequently Asked Questions
Why did Gregory Kearney move to Cetera?
Gregory Kearney transitioned to Cetera seeking better support and growth opportunities after a long tenure with LPL.
What role does Cetera play in supporting financial advisors?
Cetera provides independent advisors with personalized support, a flexible affiliation model, and resources to enhance their business growth.
How does Kearney's experience benefit his new role?
With 23 years of experience and management of approximately $160 million in assets, Kearney brings valuable insights and relationships to Cetera.
What is Cetera's reputation among financial professionals?
Cetera has a strong reputation for service excellence, with high satisfaction ratings and a supportive community for advisors.
What future plans does Kearney have at Cetera?
Kearney plans to leverage Cetera’s resources to strengthen client relationships and foster strategic growth for his advisory practice.
