Cetera Recruits $250M White Plains (NY) Team

Cetera Financial Group announced that White Plains, NY-based Corporate Plans Retirement Strategies, with more than $250M in assets under advisement, has joined Cetera Wealth Partners from Equity Services.

Founded in 1985 by Gerald Mirra, the firm focuses on providing wealth management services to high-net-worth business owners, individuals, and families. Mirra is joined by partners Brian Vieselmeyer and Peter Swansen, Jr. Visselmeyer joined the firm in 2012 from MassMutual while Swansen joined in 2015 following a 12-year run at MetLife. The three have a combined eight decades of experience and bring a “wealth of technical knowledge” and relationship management expertise for its clients, according to the firm’s LinkedIn profile.

Written By: Dakota

The Database For Cold Outreach to Reach Institutional and RIA Investors

Book A Demo

Cetera Recruits $250M White Plains (NY) Team

Subscribe

Related Content

RayJay Recruits $250M South Dakota FA from LPL

LPL Adds $250M Utah Team from Northwestern Mutual

$250M FA Duo Joins Avantax

The Database For Cold Outreach to Reach Institutional and RIA Investors

Address

Products & Services

Resources

Events

Company