Experienced advisor moves from LPL Financial to join Evershore Financial Group
LOS ANGELES, Nov. 13, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that William Sauers** has joined Cetera Advisor Networks via Cetera Wealth Management Group. Within Cetera Wealth Management Group, Sauers joins Evershore Financial Group's Boca Raton firm location under the leadership of managing partners Robert D. Barboni, CFP®** and Daniel C. Zagata, CLU, ChFC, CFP®, AIF®** as well as Senior Vice President Steven Zborowski.** Sauers was previously affiliated with LPL Financial and provides comprehensive financial planning and investment advice to clients. He had about $39 million in assets under administration* as of Aug. 4, 2023.
"We welcome William to the community of talented advisors at Cetera Wealth Management Group," said Kjirsten Zellmer, president of Cetera Wealth Management Group. "Our financial professionals embrace the powerful growth resources and support Cetera provides, and I feel confident William will thrive in this environment. I look forward to seeing how he leverages our unique combination of independence and community, in partnership with Evershore Financial Group, to elevate his business and bring an even better experience to his clients."
Sauers is an accomplished military professional who now has more than a decade of experience in wealth management. He's earned a reputation as a trusted advisor in the Palm Beach, Boca Raton and Wellington equestrian communities. In his spare time, Sauers is a dedicated volunteer who supports veteran organizations and first responders.
Cetera Wealth Management Group was formed after Cetera acquired the retail wealth business of Securian Financial Group, Inc. in August 2023. More than 91% of the invited Securian professionals, representing more than $50 billion in assets, joined Cetera to form Cetera Wealth Management Group.
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About Cetera Financial Group®
Cetera Financial Group (Cetera) is the premier financial advisor Wealth Hub where financial advisors and institutions optimize their control and value creation. Breaking away from a commoditized and homogenous IBD model, Cetera offers financial professionals and institutions the latest solutions, support, and services to grow, scale, or transition with a merger, sale, investment, or succession plan. Cetera proudly serves independent financial advisors, tax professionals, licensed administrators, large enterprises, as well as institutions, such as banks and credit unions, providing an established and repeatable blueprint for scalable growth.
Home to more than 9,000 financial professionals and their teams, Cetera oversees approximately $374 billion in assets under administration and $145 billion in assets under management, as of September 25, 2023. In a recent advisor satisfaction survey of more than 21,000 reviews, Cetera's Voice of Customer (VoC) program vigorously measures advisor experience and satisfaction 24/7. Currently, it's ranked 4.8 out of 5 stars.
Visit www.cetera.com, and follow Cetera on LinkedIn, YouTube, Twitter and Facebook.
"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms are FINRA/SIPC members. Located at: 655 W. Broadway, 11th Floor, San Diego, CA 92101.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
*Value approximated based on asset holding details provided to Cetera.
**Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
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SOURCE Cetera Financial Group