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FUNDRAISING NEWS | November 14, 2024

Cetera Unit Avantax Adds South Carolina Advisor

Tags: Personnel, Financial Advisor Move

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/

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