Cetera Financial is beefing up investment in its advisory business with a raft of key appointments.
On Thursday, the broker-dealer giant announced several new leaders to enhance its expertise in delivering advisory services, utilizing the firm's platform, community support, and business management programs.
Last month, the firm announced the successful roll-up of its advisory businesses, merging Cetera Advisors with its sibling registered investment adviser, Cetera Investment Advisers. The firm said it would use the cost savings from that consolidation to reinvest in advisor support and growth initiatives.
In February, the firm sweetened the pot for firms and advisors to join its network with a Growth Guarantee program for new affiliates.
"As we evolve our offerings and services for financial professionals, institutions, RIAs and their clients, the team is stronger than ever and well positioned for long-term growth and success," Kerry Pierce, senior managing director and head of investment advisory solutions at Cetera, said in a statement.
Logan Galli joins Cetera as the head of advisory business consulting. Galli, who began his tenure late in 2023, will oversee the sales organization and several units within advisory business consulting, including external and internal sales, advanced planning, and financial planning support.
Previously, Galli served as senior vice president, head of distribution at LPL Financial, where he was responsible for the firm's customer acquisition and engagement platform, subscription services platform, and revenue and subscriber growth.
Amy Rehn, with nearly 25 years of financial services experience, has been appointed managing director of investment solutions. Rehn's career includes roles within the Osaic network and Triad Advisors, where she served as COO and CMO before Osaic acquired Triad in 2020. Most recently, Rehn was senior vice president at Osaic’s RIA custody platform, managing advisory platforms for two multi-custody corporate RIAs.
Cetera also tapped Brian Lampron as managing director of RIA solutions. Lampron brings 18 years of experience from Commonwealth Financial, where he held several leadership roles, including vice president of advisory services. In his most recent role as vice president of RIA services of Commonwealth, he successfully launched and led a team for the unit.
Finally, Jon Myczka joined as managing director of RIA and advisory digital experiences. Myczka brings a wealth of knowledge in wealth management and digital strategy, with notable roles at TD Ameritrade and Ally Financial. At TD Ameritrade, Myczka led the vision, prioritization, and execution for web and mobile experiences across various wealth management products, while his tenure at Ally involved overseeing self-directed trading, robo portfolios, and digital wealth management solutions.
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