Sean Casey transitions to Head of Operations and Development for Cetera Investors, focused on operationalizing business strategies and accelerating growth across the Community
SAN DIEGO, May 7, 2025 /PRNewswire/ -- Cetera has named John Lefferts the Head of Cetera Investors as part of the company's ongoing investment in the Cetera Investors business and its significant growth potential. In this pivotal leadership role, Lefferts will champion Cetera Investors' supported independence model, overseeing more than 40 branch offices nationwide.
With more than three decades of experience in financial services, Lefferts brings a distinguished record of leading high-performing sales organizations. Most recently, he served as National Head of Business Development at Equitable Advisors, where he led top-line expansion initiatives, helping to grow their earnings through advisor recruiting, productivity gains, and client-centric growth strategies.
Lefferts' hiring reflects the company's commitment to Cetera Investors as a key growth platform backed by meaningful investment, helping make the Cetera Investors Community the destination for supported independence, backed by scale, resources and leadership that is laser-focused on driving growth.
At Cetera Investors, Lefferts will lead a network of Regional Growth Teams and branch offices. He will focus on providing branch managers, advisors and their firms with tailored operational support, advanced technology and turnkey marketing resources, all designed to drive revenue growth while strengthening engagement with advisors, branch managers and clients. Lefferts' deep knowledge of financial markets, business development, and advisor success strategies positions him to make an immediate impact on the Cetera Investors community.
"John's track record of driving growth, building exceptional teams, and putting advisors and branch managers first makes him the ideal leader for this next chapter at Cetera Investors," said LeAnn Rummel, President of Cetera Investment Services. "We are thrilled to welcome John and are confident his leadership will continue elevating our community while helping to fuel advisor success and further strengthen our growth trajectory."
"I am truly impressed by Cetera's unwavering dedication to branch managers, advisors and clients in today's ever-changing marketplace, particularly with this uniquely positioned 'supported independence' model," Lefferts said. "It's inspiring to join such a talented team, and I look forward to working together to build on a strong foundation of trust, innovation and growth. My passion lies in empowering advisors and branch managers to achieve their highest potential, and I believe that at Cetera Investors, we have extraordinary opportunities ahead of us."
Sean Casey, who most recently served as Community Leader, will transition to the role of Head of Operations and Development for Cetera Investors where he will focus on optimizing sales enablement strategies and supporting scalable growth initiatives, and ensuring operational efficiency across the community.
"Sean has made a significant impact on Cetera Investors, and this new role gives him a clear path to further accelerate our momentum while activating growth levers and delivering a differentiated experience for advisors and branch managers," Rummel said. "Sean's new role is key to executing our growth agenda."
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 approximately 12,000 financial professionals and their teams, Cetera oversees more than $545 billion in assets under administration and $235 billion in assets under management, as of September 30, 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 LinkedIn, YouTube, X, and Facebook.
"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Investment Advisers LLC, a registered investment adviser, and 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.
SOURCE Cetera Financial Group