Matthew Flynn and Sentia Wealth Team Partner with Cetera
Matthew Flynn and Sentia Wealth Join Cetera's Financial Community
Veteran financial advisor Matthew Flynn, along with his talented team at Sentia Wealth, has transitioned from Ameriprise to join the unique Summit Financial Networks community within Cetera. This strategic move reflects Flynn's desire for robust growth support, enabling him to leverage advanced resources in the financial advisory sector.
The Sentia Wealth team, managing an impressive $228 million in assets under administration, recognized Cetera as a platform offering tailored marketing services essential for long-term success. Flynn’s leadership and holistic approach in financial management will provide a broadened perspective and expanded opportunities for corporate and individual clients.
Enhancing Multi-Generational Possibilities
With a keen commitment to fostering relationships across generations, Flynn's practice incorporates his daughter Maria, who plays an integral role as an administrative assistant. This family-oriented approach allows Sentia Wealth to deliver personalized financial strategies that resonate well with both corporate entities and individuals seeking wealth management solutions.
“At Sentia Wealth, we are devoted to offering custom financial solutions that cater to the diverse needs of our clients,” Flynn stated. “Partnering with Cetera enhances our capacity to connect with clients effectively, leveraging their deep insights of the industry to foster growth and success.”
Innovative Marketing Solutions at Cetera
The appeal of Cetera for advisors like Flynn lies in its innovative marketing capabilities. Cetera’s proprietary IntelligenceEngine suite utilizes AI-powered tools designed to convert client data into actionable insights, unlocking previously untapped potential within existing financial portfolios. This approach allows advisors to scale their conversations and yield measurable outcomes, ultimately enhancing client engagement.
Empowering Financial Advisors for Growth
According to Tom Halloran, a leader within Cetera, the firm is dedicated to providing its advisors the necessary tools to connect data, planning, and actionable insights. By integrating these solutions, advisors can establish a compelling environment that promotes growth and enhances service delivery.
“With Cetera's resources, we are positioning ourselves to advance strategically within the financial advisory landscape,” said Flynn. This commitment to leveraging state-of-the-art marketing and operational support underscores the potential for continued growth among Cetera's advisors.
About Cetera
Cetera Financial Group stands as an exemplary hub for financial advisors, offering personalized support and flexible affiliation models tailored for independent professionals. Boasting a robust network of about 12,000 advisors, Cetera fosters an empowering ecosystem that enables financial professionals to grow and transition their businesses on their own terms.
Unlike traditional investment brokerage firms, Cetera advocates for true choice, blending cutting-edge technology and integrated wealth solutions with a community-focused culture. This innovative multi-channel approach equips advisors with a solid foundation for consistent and sustainable growth.
As of mid-2025, Cetera manages approximately $590 billion in assets under administration and has achieved a noteworthy satisfaction score of 4.8 out of 5, based on feedback from over 40,000 advisors. Such recognition illustrates Cetera's commitment to client satisfaction and advisor success.
Learn more about Cetera's offerings and community through their online presence, emphasizing their adaptability and responsiveness to the evolving financial landscape, enabling advisors to thrive in today's dynamic environment.
Frequently Asked Questions
Who is Matthew Flynn?
Matthew Flynn is a veteran financial advisor and the owner of Sentia Wealth, focusing on personalized financial strategies for both individuals and businesses.
What is Sentia Wealth's primary focus?
Sentia Wealth specializes in corporate retirement plans, regulatory compliance, and providing wealth management solutions to clients of all backgrounds.
Why did Flynn move to Cetera?
Flynn sought broader growth support and customized marketing solutions which he believes will enable his practice to thrive.
What are the marketing solutions offered by Cetera?
Cetera offers AI-powered tools through its IntelligenceEngine, helping advisors leverage client data to improve financial strategies.
How many advisors are associated with Cetera?
Cetera has a network of approximately 12,000 advisors, fostering a strong community for collaboration and growth.
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