Cetera Announces New Partners at Wilde Wealth Management



SAN DIEGOMay 22, 2024 /PRNewswire/ — Cetera Financial Group, the premier financial advisor Wealth Hub, announced today that industry veteran financial advisors Jeffrey Anthony, CFP®  and Jason Fial have joined the ownership group at Wilde Wealth Management. Wilde Wealth Management is an independent wealth management firm that is one of the largest businesses within the Cetera Advisors community. Cetera previously completed a minority investment in Wilde Wealth Management that empowered the expansion of the ownership group to additional advisors.

Anthony joined Wilde Wealth in 2019 and was recently named Chief Growth Officer. In this newly created role, Anthony will lead organic and inorganic growth strategies for the firm, focused on client and asset growth as well as advisor mentorship, management, and development. He will also partner with fellow advisors on succession planning programs that fit both their needs and those of their clients.

Fial joined Wilde Wealth in 2018 and started his career in the financial services industry in 2005. He is a three-time Million Dollar Round Table qualifier, which is held in high regard in the financial services industry. Prior to joining Wilde Wealth, he was a financial representative for Country Financial for nearly 15 years.

“I am extremely excited to welcome Jeff and Jason, who are longtime advisors at Wilde Wealth, to our ownership group,” said Wilde Wealth Management co-founder, CEO and managing principal Trevor Wilde, AIF®. “We view this milestone as a win-win – growing the value of Wilde Wealth Management while significantly enhancing our strategic vision for the good of our clients and continuing to build a chosen destination for top advisors from across the industry.”

Based in Scottsdale, AZ, Wilde Wealth manages more than $3.4 billion in assets under administration (AUA) for clients and serves as an OSJ overseeing more than 42 advisors with nine locations across the Southwest. Advisors with Wilde Wealth have been affiliated with Cetera Advisors since 2007.

Visit www.cetera.com for more information.

About Cetera 

Cetera Financial Group, which is owned by Cetera Holdings (collectively, 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 12,000 financial professionals and their teams, Cetera oversees more than $505 billion in assets under administration and $213 billion in assets under management, as of March 31, 2024. In a recent advisor satisfaction survey of nearly 35,000 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 LinkedInYouTubeTwitter and Facebook.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, the following FINRA/SIPC members: Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. Located at: 655 W. Broadway, 11th Floor, San Diego, CA  92101.

About Wilde Wealth Management Group

Wilde Wealth Management Group provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof. A fee-based firm with in-house
Senior Financial Advisors, Certified Financial Planners, Certified Public Accountants, attorneys, and mortgage and insurance specialists all working together toward clients’ diverse goals, the firm has been recognized by Forbes and has been named to Barron’s “List of Top 1,200 Advisors” annually for 15 years, most recently ranking in the top five firms in Arizona. Currently, Wilde Wealth Management Group has offices across Arizona located in ScottsdaleSun CitySurpriseGlendaleSedonaTempeTucson, and Payson as well as affiliates and partners in IndianaCaliforniaFlorida, and New Mexico. For more information, visit www.wildewealth.com.



Related Content

Edmund Shing, PhD

Global Chief Investment Officer
BNP Paribas Wealth Management

Edmund has over 29 years of experience in financial markets in a wide variety of positions, ranging from proprietary trading to portfolio manager in a number of financial institutions in London and Paris.  He previously held the role of Global Head of Equity and Derivative Strategy at BNP Paribas in London from 2015 to 2020, and has been Chief Investment Officer at BNP Paribas Wealth Management since November 2020.

Edmund is responsible for piloting our investment strategy and will continues to rollout out recommendations and themes with actionable advice that brings our expertise to our clients and support to our client-facing teams.  In this time of change, his expertise in following and anticipating markets is a true value added for both our customers and those at Wealth Management who serve them.

Edmund has a PhD in Cognitive and Computing Science from the University of Birmingham in the United Kingdom, and has done advanced studies in Knowledge-Based Systems and in Experimental Psychology.  He is an EFFAS-certified financial analyst. He has also authored the book “The Idle Investor” published by Harriman House in 2015, proposing 3 simple investment strategies that take only a few minutes to execute per month.

Media Kit

    Data Protection

    The information you provide will be held on our database and may be used to keep you informed of our and our associate companies’ products and for selected third party mailings. Please tick the box if you would prefer not to be contacted for these purposes:

    The Digital Banker Summit

    Moving on from FTX: is 2023 the year of CBDCs?

    Indonesia, Jakarta

    Thailand, Bangkok

    Philippines, Manila

    Contact Us

      Data Protection

      The information you provide will be held on our database and may be used to keep you informed of our and our associate companies’ products and for selected third party mailings. Please tick the box if you would prefer not to be contacted for these purposes:

      Request Nomination Pack

      Error: Contact form not found.

      The world’s preeminent Private Banks and Wealth Managers are demonstrating a committed drive in innovation, advisory, new products and services to meet the sophisticated needs of their clients.

      Amid economic activity revival on the back of the Covid-19 vaccine program, organisations moving from business continuity plans to stable working environments, together with the slightest improvement in unemployment numbers, forced the world to adjust to new realities. Coming to terms with the “new normal”, global investors are now on the look-out for attractive and stable investment opportunities.

      Needs of Private Wealth customers and families worldwide have drastically changed due to the pandemic and banks have had to accelerate efforts to deploy a multi-channel service strategy and safeguard clients’ businesses and wealth against negative impacts of economic uncertainly.

      The Global Private Banking Innovation Awards will recognise the world’s best private banks, wealth managers and asset managers that are championing innovation across advisory, service, products, customer experience and more.

      Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. 

      Request Nomination Pack

      Error: Contact form not found.