FUNDRAISING NEWS | May 28, 2024
Cetera Financial Group announced that Jeffrey Anthony and Jason Fial, both experienced advisors, have joined the ownership group at Wilde Wealth Management. Wilde Wealth Management, a leading independent firm within the Cetera Advisors community, expanded its ownership group following Cetera's minority investment.
Jeffrey Anthony, who began his career at JP Morgan Chase and holds a Certified Financial Planner designation, brings over a decade of experience. At Wilde Wealth, he focuses on Asset Allocation, Investment Solutions, Portfolio Risk Analysis, Wealth/Financial Planning, and Estate Strategies.
Jason Fial, in the financial services industry since 2005 and a three-time Million Dollar Round Table qualifier, specializes in comprehensive financial planning for families.
To view the press release, click here.
John Washington is the Data Research Analyst at Dakota.
