Jerry Patterson leads advanced wealth solutions at Cetera

by / ⠀News / June 12, 2024
Advanced Wealth Solutions

Cetera Financial Group recently announced the appointment of Jerry Patterson, a former executive at Fidelity, as the head of advanced wealth solutions. Patterson’s role will include spearheading the development of Cetera’s retirement services, life insurance, and annuity products.

Prior to this role, Patterson served as president at Fidelity Investments Life Insurance Company, where he successfully integrated insurance into the company’s solutions for advisors and RIA network partners. With a career spanning 20 years at Principal Financial Group, his experiences in managing various departments and implementing efficiency strategies greatly benefitted the firm’s growth.

Patterson will operate from Cetera’s office in Des Moines, Iowa. He will be responsible for essential operations, overseeing key projects, and coordinating with other branches to ensure smooth execution of tasks.

Patterson’s leadership enhances Cetera’s wealth solutions

His contributions are expected to substantially broaden Cetera’s footprint and boost its productivity.

Commenting on the appointment, Cetera’s CEO, Adam Antoniades expressed his satisfaction, anticipating that Patterson’s experience will improve the company’s insurance solutions and enhance retirement offerings. Antoniades sees the recruitment as a strategic move to strengthen Cetera’s market presence and competitive advantage.

This hiring is one among several key appointments at Cetera, including Mike Durbin, Daniel Burkott, Brian Lampron, Jon Myczka, Amy Rehn, and Michael Molnar. These additions are expected to enrich the leadership team and contribute to Cetera’s progress and continued innovation.

Cetera’s workforce, comprising over 12,000 advisors who supervise more than $700 billion in assets, is further reinforced by these recruits. This solid team will bolster Cetera’s standing in the financial advisory industry and enhance their capability to deliver top-quality financial advice and solutions.

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