Industry veterans Jeffrey Anthony and Jason Fial join Wilde Wealth Management
ownership group
Cetera's minority investment in Wilde Wealth
paves the way for expanded ownership opportunities for advisors in
$3.4 billion firm
SAN
DIEGO, May 22, 2024 /PRNewswire/ -- Cetera
Financial Group, the premier financial advisor Wealth Hub,
announced today that industry veteran financial advisors
Jeffrey Anthony, CFP®
and Jason Fial have joined the
ownership group at Wilde Wealth Management. Wilde Wealth Management
is an independent wealth management firm that is one of the largest
businesses within the Cetera Advisors community. Cetera previously
completed a minority investment in Wilde Wealth Management that
empowered the expansion of the ownership group to additional
advisors.
Anthony joined Wilde Wealth in 2019 and was recently named Chief
Growth Officer. In this newly created role, Anthony will lead
organic and inorganic growth strategies for the firm, focused on
client and asset growth as well as advisor mentorship, management,
and development. He will also partner with fellow advisors on
succession planning programs that fit both their needs and those of
their clients.
Fial joined Wilde Wealth in 2018 and started his career in the
financial services industry in 2005. He is a three-time Million
Dollar Round Table qualifier, which is held in high regard in the
financial services industry. Prior to joining Wilde Wealth, he was
a financial representative for Country Financial for nearly 15
years.
"I am extremely excited to welcome Jeff and Jason, who are
longtime advisors at Wilde Wealth, to our ownership group," said
Wilde Wealth Management co-founder, CEO and managing principal
Trevor Wilde, AIF®. "We
view this milestone as a win-win – growing the value of Wilde
Wealth Management while significantly enhancing our strategic
vision for the good of our clients and continuing to build a chosen
destination for top advisors from across the industry."
Based in Scottsdale, AZ, Wilde
Wealth manages more than $3.4 billion
in assets under administration (AUA) for clients and serves as an
OSJ overseeing more than 42 advisors with nine locations across the
Southwest. Advisors with Wilde Wealth have been affiliated with
Cetera Advisors since 2007.
Visit www.cetera.com for more information.
About Cetera
Cetera Financial Group, which is
owned by Cetera Holdings (collectively, Cetera), is the premier
financial advisor Wealth Hub where financial advisors and
institutions optimize their control and value creation. Breaking
away from a commoditized and homogenous IBD model, Cetera offers
financial professionals and institutions the latest solutions,
support, and services to grow, scale, or transition with a merger,
sale, investment, or succession plan. Cetera proudly serves
independent financial advisors, tax professionals, licensed
administrators, large enterprises, as well as institutions, such as
banks and credit unions, providing an established and repeatable
blueprint for scalable growth.
Home to more than 12,000 financial professionals and their
teams, Cetera oversees more than $505
billion in assets under administration and $213 billion in assets under management, as of
March 31, 2024. In a recent advisor
satisfaction survey of nearly 35,000 reviews, Cetera's Voice of
Customer (VoC) program vigorously measures advisor experience and
satisfaction 24/7. Currently, it's ranked 4.8 out of 5 stars.
Visit www.cetera.com, and follow Cetera
on LinkedIn, YouTube, Twitter and Facebook.
"Cetera Financial Group" refers to the network of independent
retail firms encompassing, among others, the following FINRA/SIPC
members: Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera
Investment Services LLC (marketed as Cetera Financial Institutions
or Cetera Investors), and Cetera Financial Specialists LLC. Located
at: 655 W. Broadway, 11th Floor, San
Diego, CA 92101.
About Wilde Wealth Management Group
Wilde Wealth
Management Group provides comprehensive retirement, investment,
real estate, insurance, legal and tax planning services all under
one roof. A fee-based firm with in-house
Senior Financial Advisors, Certified Financial Planners, Certified
Public Accountants, attorneys, and mortgage and insurance
specialists all working together toward clients' diverse goals, the
firm has been recognized by Forbes and has been named to Barron's
"List of Top 1,200 Advisors" annually for 15 years, most recently
ranking in the top five firms in Arizona. Currently, Wilde Wealth Management
Group has offices across Arizona
located in Scottsdale,
Sun City-Surprise, Glendale, Sedona, Tempe, Tucson, and Payson as well as affiliates and partners in
Indiana, California, Florida, and New
Mexico. For more information, visit www.wildewealth.com.
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SOURCE Cetera Financial Group