Cetera Financial Group, a premier financial advisor Wealth Hub, announced that Wilde Wealth Management Group (Wilde Wealth), an independent wealth management firm that is one of the largest businesses within the Cetera Advisors community, has appointed Drew Kliber to lead its newly formed W Family Office Division. Kliber, who oversaw nearly $400 million in assets, as of September 1, 2024, joins Wilde Wealth from UBS.
The new division of Wilde Wealth will deliver white glove service for high-net-worth clients with $5 million to $10 million in investable assets, providing wide ranging investment and wealth management services. Wilde Wealth manages more than $3.6 billion in assets and advisors with Wilde Wealth have been affiliated with Cetera Advisors since 2007.
Kliber has nearly 30 years of financial services industry experience. And after graduating from Hamilton College in upstate New Yorkwith a B.A. in economics, he worked for a public corporation for six years before joining Smith Barney in 1997. Plus, he co-founded the Rocky Mountain Group in 2000 and joined UBS in 2006. He also has extensive experience in wealth management, investments and financial planning. He and his wife, Heather, have three children and live in Scottsdale, AZ.
KEY QUOTES:
“Drew is uniquely qualified to lead our efforts to extend Wilde Wealth’s capabilities and services to more high-net-worth clients and ultra-high net worth clients. With an outstanding reputation and a proven track record of success serving clients with complex financial and investment needs, Drew is the right leader at the right time to step into this important role. We welcome him to Wilde Wealth and look forward to his many contributions.”
-Trevor Wilde, MBA, AIF, founder and CEO of Wilde Wealth
“The business Trevor and the team have built at Wilde Wealth is the epitome of excellence in our industry, and I’m honored to join such a respected, talented and capable team of professionals. High-net-worth clients have unique investment and wealth management needs and I look forward to working in collaboration with the Wilde Wealth team to serve these clients and help them meet their financial goals. I appreciate the opportunity to build on the tremendous success at Wilde Wealth.”
-Drew Kliber
