Tom Taylor, Chief Sales and Growth Officer of Cetera, retires

SAN DIEGO, July 17, 2024 /PRNewswire/ — Cetera Financial Group, owned by Cetera Holdings (collectively Cetera), the leading financial advisor Wealth Hub, today announced that Tom TaylorChief Sales and Growth Officer, will retire at the end of 2024. Cetera is in the process of finding a new leader for the company.

“Tom’s countless contributions over nearly three decades have been instrumental in making Cetera the powerful industry leader it is today,” said Mike DurbinCEO of Cetera Holdings. “Tom was a true champion of Cetera’s values ​​and we are grateful for his leadership and the impact he had on our culture and service to our advisors. Tom will continue to be an important member of the Cetera family and we wish him the best in his well-deserved retirement.”

Taylor has held several leadership positions during his nearly 30 years at Cetera. He joined Financial Network in 1997 and was instrumental in developing many new operational, technology and sales initiatives for Cetera. Previously, he served as Due Diligence Coordinator, Vice President of Sales and Training, Vice President of Cetera’s Financial Institutions Division, and Chief Administrative Officer before assuming the role of Chief Operating Officer. From 2015 until his appointment as Chief Sales and Growth Officer of Cetera Financial Group in 2021, he served as President and CEO of Cetera’s largest community, Cetera Advisor Networks. Prior to joining Cetera, Taylor spent five years as the top-selling registered representative at Liberty Securities Corp./IFMG and managed an investment program where he led a team of advisors for a financial institution in Southern California.

“I consider myself extremely fortunate to have spent the majority of my career working for a company I love and to have practiced an honorable profession alongside great people who I have come to value as my Cetera family,” said Taylor. “Cetera is in an incredibly strong position and I leave the company knowing that it is better positioned than ever and has a bright future ahead of it.”

About Cetera
Cetera Financial Group, owned by Cetera Holdings (collectively Cetera), is the leading wealth hub for financial advisors, where financial advisors and institutions optimize their control and value creation. The move away from a commercialized and homogeneous IBD Model, Cetera provides financial professionals and institutions with the latest solutions, support and services for growth, scaling or transition as part of a merger, sale, investment or succession plan. Cetera proudly serves independent financial advisors, tax professionals, licensed administrators, large corporations, as well as institutions such as banks and credit unions, offering an established and repeatable plan for scalable growth.

Cetera employs more than 12,000 financial professionals and their teams and serves more than 505 billion US dollars in the assets under management and 213 billion US dollars in assets under management, as of March 31, 2024. In a recent advisor satisfaction survey with nearly 35,000 reviews, Cetera’s Voice of Customer (VoC) program intensively measures advisor experience and satisfaction 24/7 and is currently rated 4.8 out of 5 stars.

Visit www.cetera.com and follow Cetera on LinkedIn, YouTube, Þjórsárden and Facebook.

“Cetera Financial Group” means the network of independent retail firms that includes, but is not limited to, Cetera Investment Advisers LLC, a registered investment advisor, and the following FINRA/SIPC members: Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. Address: 655 W. Broadway, 11th Floor, San DiegoCA 92101.

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