Avantax – a unique community within Cetera Holdings and a leader in tax-focused financial planning and wealth management – announced it onboarded several new independent financial advisors who have affiliated with Avantax to help strengthen their ability to offer clients comprehensive tax-intelligent financial services.
Financial Professionals transferring to Avantax want the tax intelligent tools, technology, resources and Home Office support needed to help clients pursue their financial goals. And they also align with Avantax to be part of the peer-to-peer collaboration for which the Avantax Community is known, as well as direct access to leadership and Home Office specialists, Avantax’s network of tax and accounting professionals, and the financial strength and stability that comes from Avantax being part of Cetera.
With about $390 million of combined assets under administration, the following Financial Professionals and firms have joined the Avantax Community in 2024:
— Ali Kazemi and his Sentinel Financial Group, based near San Francisco, joined Avantax from LPL Financial.
— Financial advisor Amy Wright, based near Des Moines, Iowa, joined Avantax after being affiliated with LPL Financial. She plans to operate as Wright Financial Solutions.
— Joseph Schwan, CPA, and his Long Island, New York-based Premier Wealth Management LLC, joined Avantax from LPL Financial.
— Independent financial advisor Allan Thompson, based in Lancaster, Pennsylvania, joined Avantax from Ameriprise Financial.
— Financial Advisor George Escobar and his Covina, California-based Xavier Consulting joined Avantax from Next Financial Group.
— Independent financial advisors, Ken Ulrich and John Ariola brought their East Amherst, New York-based Progressive Planning Services to Avantax from Lincoln Financial.
— Independent financial advisors Scot Sageser and William Hubbard joined Avantax along with their Defender Financial Services Group, based near Seattle, from World Equity Group.
— Independent financial advisor W. Townsend Morris, based in Ardmore, Pennsylvania, joined Avantax from Kestra Financial.
KEY QUOTES:
“We’re excited these Financial Professionals chose to affiliate with Avantax, especially because their backgrounds and areas of client focus are so diverse, and their diversity helps further strengthen the Avantax Community. Avantax recruiting remains robust as Financial Professionals across the industry increasingly want to bring tax-intelligent financial planning to their clients by joining their peers in the incredibly collaborative Avantax Community.”
-Andy Watts, President, Avantax Wealth Management
