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Cetera Financial Group has added Rally Wealth and Benefits, a nine-person team led by President Bruce Glenn and his daughter, Managing Partner Kristina Strickland, through Summit Financial Networks. The team managed over $325 million in assets as of March 1, 2024.
The team was previously affiliated with rival Commonwealth Financial Network. Bruce Glenn has been in the financial services industry since 2004, joining Commonwealth in 2012. Bruce specializes in comprehensive financial planning for individuals and families at all life stages, focusing on investment strategies to ensure retirement preparedness and maximize wealth. Kristina Strickland started her career at Commonwealth in 2013. Strickland, a second-generation financial advisor, is passionate about helping people achieve their financial goals, believing it can change lives. She emphasizes the importance of a solid financial foundation that can benefit future generations.
To view the press release, click here.
Written By: John Washington, Data Research Analyst
John Washington is the Data Research Analyst at Dakota.
May 28, 2024
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