Cetera Advisor Networks has attracted a team of advisors from Hickory, North Carolina, via Convergent Financial Partners, the network’s newest region.
Brent McDonald and his Tar Heel Wealth Management Team have a practice of around $145 million and McDonald's specialties include small business planning, retirement and income planning, estate planning and insurance needs.
The team has a wealth of industry experience, including McDonald’s 18 years, and partners Julie Carroll who is a 29-year veteran of the industry and Ken Kleva with 36 years in the industry. They were previously affiliated with Securities America.
"My team and I are excited to experience the local, boutique feel of Convergent Financial Partners, backed by the national network of Cetera Advisor Networks," McDonald said. "I can't imagine receiving the same control and support anywhere else – and I look forward to seeing how my practice continues to grow and strengthen at Cetera."
Predominantly working with advisors in Florida, Georgia, and the Carolinas, Convergent Financial Partners is led by managing partner Scott Smith.
"As a relatively new region of Cetera Advisor Networks, we welcome Brent aboard and are confident his practice will thrive here," said Smith. "We look forward to providing the local experience for which we're already becoming known – and we can't wait to see how Brent and his practice grow in the environment we've created."
“The White House has extremely strict ethical guidelines with respect to issues like this,” said Press Secretary Karoline Leavitt.
Just how much does it cost for a financial advice exec to stay out of prison?
The advisor both prices FSK's private loans and gets paid on those prices, the suit claims
The proposal would end decades of paper-first delivery rules, but keeps a paper opt-out and draws early praise from fund and annuity industry groups.
The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
