Cetera Financial Group today announced the rollout of its Advanced Planning Group’s services to top-tier advisors across its network.
The group is a specialized team of legal, tax and estate planning experts who provide support to advisors when they are addressing a client’s complex financial planning needs.
Led by attorney Stanley R. Smiley, senior vice president and an industry veteran with more than 30 years of legal and estate planning experience, the Advanced Planning Group equips advisors with the ability to handle complicated challenges involved in developing tax, wealth transfer, estate planning and wealth preservation strategies for high-net-worth clients.
“The Advanced Planning Group enables our advisors to provide more holistic financial planning in an environment where their clients are more frequently seeking advice that goes beyond the scope of traditional investment management,” said Adam Antoniades, president of Cetera Financial Group.
More team members will be added in the coming months as the service is expanded to advisors across Cetera's network of independent broker-dealers, according to the release.