Experienced advisor moves from LPL
Financial to join Evershore Financial Group
LOS
ANGELES, Nov. 13, 2023 /PRNewswire/ -- Cetera
Financial Group (Cetera), the premier financial advisor Wealth
Hub, announced that William Sauers**
has joined Cetera Advisor Networks via Cetera Wealth Management
Group. Within Cetera Wealth Management Group, Sauers joins
Evershore Financial Group's Boca
Raton firm location under the leadership of managing
partners Robert D. Barboni,
CFP®** and Daniel C.
Zagata, CLU, ChFC, CFP®, AIF®** as
well as Senior Vice President Steven
Zborowski.** Sauers was previously affiliated with LPL
Financial and provides comprehensive financial planning and
investment advice to clients. He had about $39 million in assets under administration* as of
Aug. 4, 2023.
"We welcome William to the community of talented advisors at
Cetera Wealth Management Group," said Kjirsten Zellmer, president of Cetera Wealth
Management Group. "Our financial professionals embrace the powerful
growth resources and support Cetera provides, and I feel confident
William will thrive in this environment. I look forward to seeing
how he leverages our unique combination of independence and
community, in partnership with Evershore Financial Group, to
elevate his business and bring an even better experience to his
clients."
Sauers is an accomplished military professional who now has more
than a decade of experience in wealth management. He's earned a
reputation as a trusted advisor in the Palm Beach, Boca
Raton and Wellington
equestrian communities. In his spare time, Sauers is a dedicated
volunteer who supports veteran organizations and first
responders.
Cetera Wealth Management Group was formed after Cetera acquired
the retail wealth business of Securian Financial Group, Inc. in
August 2023. More than 91% of the
invited Securian professionals, representing more than $50 billion in assets, joined Cetera to form
Cetera Wealth Management Group.
Click here for more information about Cetera Advisor
Networks, click here for more about Cetera Wealth Management Group
and click here for more information about Evershore Financial
Group.
About Cetera Financial Group®
Cetera Financial Group (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 9,000 financial professionals and their teams,
Cetera oversees approximately $374
billion in assets under administration and $145 billion in assets under management, as of
September 25, 2023. In a recent
advisor satisfaction survey of more than 21,000 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 Advisors LLC,
Cetera Advisor Networks LLC, Cetera Investment Services LLC
(marketed as Cetera Financial Institutions or Cetera Investors),
and Cetera Financial Specialists LLC. All firms are FINRA/SIPC
members. Located at: 655 W. Broadway, 11th Floor, San Diego, CA 92101.
Individuals affiliated with Cetera firms are either Registered
Representatives who offer only brokerage services and receive
transaction-based compensation (commissions), Investment Adviser
Representatives who offer only investment advisory services and
receive fees based on assets, or both Registered Representatives
and Investment Adviser Representatives, who can offer both types of
services.
*Value approximated based on asset holding details provided to
Cetera.
**Registered Representative offering securities through Cetera
Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered
through Cetera Investment Advisers LLC, a registered investment
adviser. Cetera is under separate ownership from any other named
entity.
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SOURCE Cetera Financial Group