Anne Crabbe, has rejoined Cetera Wealth Partners from Park Avenue Securities, it was announced Thursday.
Crabbe joins Cetera with over 16 years of experience, helping families manage and plan their finances, achieve goals for retirement and investments. She also managed more than $102 million in assets under administration as of June 13, 2023.
According to her BrokerCheck report, she started her career as a broker at Assent in 2003, then worked at Cetera Advisors from 2007-2021.
That’s when she moved to Park Avenue Securities and now rejoins Cetera with her team, providing comprehensive financial planning and investment advice for clients.
“The collaborative community culture and industry-leading resources, tools and support make Cetera Wealth Partners an ideal destination to continue my practice and providing enhanced services to my clients,” Crabbe said in a statement. “I can think of no better place to focus on taking our business to the next level.”
Originally hailing from Chicago, Crabbe fell in love with Paso Robles, California, after moving there to help friends grow a winery. She decided to stay and build her career as a CFP professional.
Outside of work, she volunteers with The United Way to teach financial literacy to Paso Roble’s high school seniors.
Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL
According to a federal charges Bradley Heppner, 60, received more than $150 million in payments through funneling money from GWG Holdings to a shell company.
A $1B fund allegedly skimmed 30% off the top, then swapped cash for locked-up stock.
Insiders allegedly rewrote projections three times in four days.
TCI Wealth Advisors also has also tapped JIFFYAI to unify onboarding and servicing, while TradePMR adds ICE market data to its Fusion advisor platform
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor