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Cetera Recruits $120 Million AUA Adviser from Triad

Cetera Recruits $120 Million AUA Adviser from Triad. Financial services, Cetera, Triad Advisors, LPL, McDonald

Cetera Financial Group announced the addition of Don McDonald to Cetera Financial Specialists. McDonald provides comprehensive financial planning and investment advice to clients and had more than $120 million in assets under administration as of Dec. 1, 2023.

“I’ve based my almost three-decades-long career in this industry on a commitment to helping my clients enjoy the financial futures they deserve,” McDonald said. “I feel confident knowing that Cetera Financial Specialists holds that same commitment and will provide the support I need to continue delivering excellent service to my clients moving forward.”

“I’ve already been impressed with the community’s helpful network as well as the broader resources available through Cetera. I look forward to experiencing the difference both make for my practice and my clients for years to come,” McDonald added.

Prior to joining Cetera, according to his BrokerCheck report, McDonald was affiliated with Triad Advisors from 2014 to 2024, LPL Financial from 2008 to 2014, and H&R Block Financial Advisors from 2002 to 2008.

“We are happy to welcome Don to this community of talented professionals and are proud of Cetera Financial Specialists’ ability to attract top talent,” said Ron Kreuger, president of Cetera Financial Specialists. “…We pride ourselves on being the leading growth consultant for professionals and their practices, and we look forward to seeing how Don’s thriving practice continues to grow under our unique model.”

Based in Rome, Ga., McDonald has 30 years of experience in the industry and holds FINRA Series 7, 24, 63, and 65 licenses. He founded McDonald Wealth Management LLC in 2008 and serves as president of the firm.

Cetera Financial Group serves more than 12,000 independent financial professionals and their teams, including tax professionals, banks, and credit unions in providing financial planning and wealth management services. Cetera oversees more than $475 billion in assets under administration and $190 billion in assets under management, as of Dec. 20, 2023.

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