Veteran wealth management leader’s broad asset management and broker-dealer experience to help drive growth at Cetera Advisors
Cetera has named wealth management industry veteran Richard Vogel as the new Community Leader of Cetera Advisors. In this role, Vogel will lead initiatives to help Cetera advisors uncover and pursue meaningful growth opportunities.
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With more than 20 years of financial services experience, Vogel most recently led an advisor team at Ameriprise Financial Services. He previously held leadership roles at Lincoln Financial Group, Bank of America, and Merrill Lynch.
As Community Leader of Cetera Advisors, Vogel will help deepen advisor engagement in many ways, including collaborating closely with advisors to develop personalized growth plans.
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“Rich’s management and leadership styles are great cultural fits with Cetera, and his experience with both asset management and broker-dealers means he understands how Cetera and our advisors do business, end to end,” said Tom Halloran, President and CEO of Cetera Advisors. “Rich shares Cetera’s commitment to ‘making the big feel small,’ which includes staying in front of our advisors to help ensure they’re leveraging all our growth-oriented service offerings and our dedicated support teams because that’s all key to having the best advisor experience possible.”
Vogel’s commitment to supporting advisors and their client-focused approach to financial planning and advice dovetails with the high-touch service, in-office support and dedicated Regional Growth Teams that are hallmarks of how Cetera supports its advisors.
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“The opportunity to join an industry leader like Cetera that’s in high-growth mode both organically and inorganically through M&A was extraordinarily attractive to me and simply too good to pass up,” Vogel said. “I look forward to meeting with our advisors and staying close to them not only strategically, but by spending time with them in their offices. Among the many attractive aspects of Cetera is their commitment to knowing our advisors’ business in great detail because that’s how we can help advisors grow the way they want to grow.”
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Source: prnewswire