FUNDRAISING NEWS | November 14, 2024
Cetera Holdings said it has recruited Carolyn Bare, founder of Trust Matters Financial, into its Dallas-based, tax-focused financial planning and wealth management unit Avantax.
With 16 years of experience in the financial industry, Bare focused on tax-oriented financial planning and wealth management, operating out of Greenville, SC. Prior to joining Avantax and founding Trust Matters, Bare operated a consulting firm that educated financial advisors on advanced trustee services.
Source: https://www.businesswire.com/news/home/20241114903928/en/
