Financial advisor firm Cetera Financial Group recently announced that advisors Jennifer Read, Terri Steele, and their team have joined Cetera Advisors. Read, Steele and their team, who have a combined $255 million in assets under administration as of September 1, 2024, are joining Cetera from Osaic. Read and Steele decided to make the switch to Cetera to enjoy increased flexibility to work together.
Steele and Read have a combined 52 years of experience in the industry. And Read holds her Series 7, Series 63, and Series 66 registrations and the Certified Financial Planner and Chartered Financial Consultant designations. She’s made a successful career serving high-net-worth individuals, families, and privately held businesses. Read will join Cetera and do business as Coolidge Wealth Management.
Steele holds her Series 6, Series 26, Series 63, and Series 65 registrations. Her thriving referral-based business was established in 1994, and she is passionate about utilizing women’s unique strengths for trust and organic referrals. Amy Hollon** and Lindsey Burnside** have come aboard as part of the team. Hollon has six years of experience and holds her Series 6 and Series 63 registrations, while Burnside has two years of experience and holds her Series 6, Series 63, and Series 65 registrations.
Home to around 12,000 financial professionals and their teams, Cetera oversees over $545 billion in assets under administration and $235 billion in assets under management as of September 30, 2024.
KEY QUOTES:
“Terri and I met at an industry conference and immediately hit it off both personally and professionally. We knew we wanted our two practices to collaborate closely with each other – and we found the flexibility to do that at Cetera. I look forward to seeing how each of our practices continues to grow as a result of working with one another while leveraging Cetera’s unmatched suite of products and services.”
- Jennifer Read
“Right off the bat, I’ve been so impressed with the flexibility Cetera Advisors has allowed us to run our practices in the unique way that works best for us. Combined with the breadth of helpful technology and products offered by Cetera, there really is no limit to what we can achieve in our new professional home.”
- Terri Steele
“Cetera Advisors’ unique model empowers successful entrepreneurs like Jennifer and Terri to run their business their way, and we are pleased to welcome them to Cetera. Our teams are here to support Jennifer and Terri every step of the way, and I look forward to watching them grow their already thriving practices.”
- Tom Halloran, Head of Advisor Channel communities at Cetera
