Former Securities America Advisors Join Cetera Financial Group
Cetera Financial Group, one of the nation’s largest networks of independently managed broker-dealers, announced that Brent McDonald and his Tar Heel Wealth Management Team have joined Cetera Advisor Networks via Convergent Financial Partners.
Based in North Carolina, McDonald had more than $154 million in assets under administration as of June 21, 2023, and was previously affiliated with Securities America. He provides comprehensive financial planning and investment advice to clients.
“My team and I are excited to experience the local, boutique feel of Convergent Financial Partners, backed by the national network of Cetera Advisor Networks,” McDonald said. “I can’t imagine receiving the same control and support anywhere else – and I look forward to seeing how my practice continues to grow and strengthen at Cetera.”
McDonald has more than 18 years of experience and his specialties include small business planning, retirement and income planning, estate planning and insurance needs. He joined and later took over management of Tar Heel Wealth Management, a firm based out of Hickory, North Carolina.
He earned a bachelor’s degree in finance from the Martha & Spencer Love School of Business at Elon University in North Carolina.
McDonald is joined in Tar Heel Wealth Management by partners Julie Carroll and Ken Kleva. Carroll and Kleva have a combined 65 years of experience in the industry.
Convergent Financial Partners is the newest region of Cetera Advisor Networks and the company says it will primarily feature advisors from Florida, Georgia and the Carolinas. Cetera says the region’s mission focuses on assisting financial advisors by providing a community that offers access to holistic advice-based solutions, technology and infrastructure support and resources.
Cetera Financial Group serves more than 8,000 independent financial professionals and their teams, including tax professionals, banks and credit unions in providing financial planning and wealth management services. Cetera oversees approximately $341 billion in assets under administration and $121 billion in assets under management, as of June 30, 2023.
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