Experienced female advisor overseeing $50 million in assets under administration, has joined Cetera from Ameriprise Financial
LOS ANGELES, June 22, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub where financial advisors and institutions can optimize professional control and value creation, announced today that Senior Financial Advisor Janet Burke*, CRPC**, has affiliated with Cetera Advisors by joining Sunrise Wealth Advisors. Burke, who oversees approximately $50 million in assets under administration as of May 31, 2023, was previously affiliated with Ameriprise Financial Services, LLC (Ameriprise). These assets will now be housed with Cetera Advisors.
"As a woman in the wealth management field, I'm thrilled to join Cetera, where I feel my unique experiences and voice are both heard and understood," Burke said. "I'm also excited by the prospect of offering a boutique-style investment experience to my clients, which is a trademark of Sunrise Wealth Advisors – and I know that's enabled by Cetera's unique platform."
"Janet's years of exemplary experience in a traditionally male-dominated field brings a fresh perspective we're thrilled to welcome to Cetera," said Genevieve Sisco, divisional business development director at Cetera. "I have no doubt she will make an excellent addition both to the outstanding service already provided by Sunrise Wealth Advisors and to our community of advisors at Cetera."
Burke began her career at Lazard Freres in the equity sales department and then worked in several roles within the financial sector – including as Vice President of Sales at Bluestone Capital Corporation – before moving to Ameriprise as a financial advisor in 2005. As a Senior Financial Advisor at Sunrise Wealth Advisors, Burke will join an independent, full-service financial firm based out of central Florida that caters to individuals, families and small businesses across the country.
The addition of Burke signals the second quarter as another strong one for Cetera's business development, following the firm's impressive $3 billion organic recruiting results in Q1.
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 8,000 financial professionals and their teams, Cetera oversees approximately $330 billion in assets under administration and $116 billion in assets under management, as of March 31, 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.
"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.
* Registered Representative offering securities through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer. Cetera is under separate ownership from any other named entity.
** Chartered Retirement Planning Counselor.
SOURCE Cetera Financial Group