Southshore Wealth Management Joins Cetera
Advisor Networks From Amerprise
SAN
DIEGO, July 25, 2024 /PRNewswire/ -- Cetera
Financial Group, the premier financial advisor Wealth Hub,
announced that Mike McCormick,*
doing business as Southshore Wealth Management, has joined Cetera
Advisor Networks via Summit Financial Networks. McCormick provides
comprehensive financial planning and investment advice to clients
and had more than $151 million in
assets under administration** as of May 1,
2024.
"I was initially interested in Cetera because I was looking for
a large firm that played in the independent space and that could
provide world-class marketing and technology," McCormick said.
"Finding the Summit community was really the cherry on top. I've
been so impressed with the concierge-level service and support
during my transition period – and I look forward to utilizing that
same support in my day-to-day business."
"I'm proud to welcome an experienced and respected advisor like
Mike to our community," said Marshall
Leeds, president of Summit Financial Networks. "I am
confident he will continue to grow his already thriving practice
under our unique model to the betterment of his clients. I look
forward to seeing how we work together moving forward."
McCormick has 27 years of industry experience and holds his
Series 7, Series 63 and Series 65 registrations as well as his
Florida Health & Life Series 215 registration. Southshore
Wealth Management prides itself on offering dedicated, responsive
service, strategic advice and financial education to his clients,
based primarily in Sun City Center,
Fla.
When he's not working, McCormick dedicates time to his
community, participating in charity events including Hooked on Hope
and Boys and Girls club events. He has also ridden between
St. Augustine, Fla. and Daytona,
Fla. for Bike MS, an event benefitting research for multiple
sclerosis.
Click here for more information about Cetera and click here
for more information about Summit Financial Networks.
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, Cetera Investment Advisers
LLC, a registered investment adviser, and 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. Summit Financial Networks is a region
of Cetera Advisor Networks LLC.
Marshall Leeds is a registered
representative offering securities through Cetera Advisor Networks
LLC, member FINRA/SIPC.
*Registered Representative offering securities through Cetera
Advisor Networks, member FINRA/SIPC. Advisory services offered
through Cetera Investment Advisers LLC. Cetera firms are under
separate ownership from any other entity.
**Value approximated based on asset holding details provided to
Cetera.
View original content to download
multimedia:https://www.prnewswire.com/news-releases/cetera-welcomes-151-million-aua-advisor-to-summit-financial-networks-302206765.html
SOURCE Cetera Financial Group