LOS ANGELES, Dec. 21, 2020 /PRNewswire/ — Cetera® has declared the affiliation of 52 Months Economic, a wealth management agency centered on extensive-time period setting up and financial commitment management primarily based in Atlanta, GA. The staff led by founder and CEO, Mark Months, was formerly affiliated with Principal Securities. The business will join under a person of Cetera’s greatest areas, Summit Financial Networks (Summit). Discussions commenced amidst the COVID-19 pandemic and in lieu of a common property place of work go to, Months becoming an RV enthusiast, opted for a safer, socially distanced out of doors RV assembly with Summit’s President and Regional Director, Marshall Leeds, a fellow RV enthusiast.
Months was trying to get a very well-resourced firm with superior-contact assistance. His target is to implement superior-excellent engineering integration into his service product and leverage improved advertising. Months shared, “We wished to improve the worth of our expert services to our shoppers by leveraging Cetera’s wealth management system. In between Cetera’s technologies and workflows, together with Summit’s society, we come to feel like we are in a position to improve the company while giving our customers with a absolutely integrated and serious-time wealth management process.”
Leeds included, “Summit is equipped to assist fiscal professionals digitize and enhance the consumer practical experience through Cetera platforms like AdviceWorks® and MarketingCentral®. These platforms produce instant efficiencies that no cost up time and electrical power to company customers with fewer limitations and in the end distinct the path for potential advancement. We’re thrilled to welcome Mark and his team to Summit, we’re psyched to help the up coming chapter of progress for 52 Months Economic and glimpse forward to crossing RV paths once more down the street.”
Tim Stinson, Cetera’s Head of Wealth Administration and Recruiting shared, “Investors desire obvious, concise guidance and glance to drive to precise results. These refined needs protect just about every single facet of economic planning and should be supported by a robust wealth administration system and team which is anything we have worked hard to make at Cetera. It’s motivating to see additional economical pros looking for out total prosperity solutions to address the complexity of today’s buyers.”
Cetera is actively recruiting prime expertise in the economic profession which include money advisors, tax gurus, financial institutions and credit rating unions and regional teams (OSJs) with a concentrate on driving advancement, a exceptional service encounter, and the shipping of an Tips-Centric Experience®. Its exceptional advancement model is developed all over specialty communities to allow affiliates to expand their way. 52 Weeks Financial is affiliated with Cetera Advisors Networks LLC.
About Cetera Monetary Group®
Cetera Economical Team (Cetera) is a foremost monetary information company. It empowers the shipping and delivery of an Suggestions-Centric Experience® to people today, households and enterprises throughout the region as a result of independent economical industry experts as nicely as dependable tax pros and banking institutions and credit history unions. It is headquartered at 200 N. Pacific Coastline Freeway, Suite 1200 El Segundo, CA 90245-5670.
Detailed providers include: prosperity administration remedies, retirement plan remedies, advisory products and services, practice administration help, impressive technological innovation, marketing and advertising guidance, regulatory guidance, and market investigation.
“Cetera Economic Group” refers to the community of unbiased retail firms encompassing, among the other folks, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Solutions LLC (marketed as Cetera Money Institutions or Cetera Investors), Cetera Economical Experts LLC, and Initially Allied Securities, Inc. All firms are users FINRA / SIPC.
Folks affiliated with Cetera corporations are both Registered Associates who provide only brokerage solutions and receive transaction-dependent payment (commissions), Expenditure Adviser Associates who offer only expenditure advisory products and services and obtain costs based mostly on assets, or each Registered Reps and Investment decision Adviser Associates, who can supply equally sorts of expert services.
Perspective initial information to down load multimedia: http://www.prnewswire.com/news-releases/cetera-welcomes-152-million-aum-52-weeks-economical-to-its-summit-financial-networks-area-301196400.html
Resource Cetera Monetary Group
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