Los Angeles, CA - Michele Dillon has joined Cetera as Head of Business Consulting, with a focus on providing financial professionals with a growth framework that meets them where they are to help them optimize their businesses and enhance efficiency. She will lead her team in providing coaching, practice management, succession planning, advisor business development and other growth programs that enable financial professionals to deliver an Advice-Centric Experience® to clients.
Dillon is an accomplished senior-level leader in the investment and wealth management industry who has worked across learning enablement, leadership development, growth strategy, business development and marketing for nearly three decades. She has a proven track record growing and transitioning financial professionals’ practices to more sustainable, growth-oriented business models with keen attention to training. As Head of Business Consulting, Dillon will report to Cetera’s Head of Strategy and Solutions, Andy Gill. Gill said, "We are delighted to be able to bring Michele’s deep talent to our network of financial professionals to help them optimize their business practices. Michele’s breadth of experience will enable us to continue to meet financial professionals where they are to provide them with the strategy, programs and tools that are best suited to their unique business goals.”
Dillon added, “I am thrilled to join Cetera and work with a leadership team that is passionate about helping financial professionals succeed in the critical role they play in supporting the well-being of their clients and communities. I look forward to helping Cetera’s financial professionals accelerate growth and run more successful businesses by providing them with the right mix of Cetera’s industry-leading coaching, education, programs and technologies.” Dillon is a graduate of Miami of Ohio with a Bachelor of Science in Economics and Marketing. She holds Series 7, 63 and 65 and is a Chartered Financial Consultant (ChFC)®, a Certified Investment Management Analyst (CIMA)® professional and a Certified Private Wealth Advisor (CPWA)® professional.
About Cetera Financial Group®
Cetera Financial Group (Cetera) is a leading financial advice firm. It empowers the delivery of an Advice-Centric Experience® to individuals, families and businesses across the country through independent financial advisors as well as trusted tax professionals and banks and credit unions. It’s headquartered at 200 N. Pacific Coast Highway, Suite 1200 El Segundo, CA 90245-5670.
Comprehensive services include: wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research.
"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
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