Cetera Advisors, a Member of Cetera Financial Group, To Provide Broker-Dealer and Investment Advisory Services to Masters Private Client Group

DENVER, May 7, 2015 /PRNewswire/ -- Cetera Advisors, LLC ("Cetera Advisors"), an independent broker-dealer and registered investment adviser within Cetera Financial Group, a leading network of independent broker-dealer firms, announced today that it will provide broker-dealer and fee-based investment advisory services to Masters Private Client Group ("MPCG"), an independent financial advisory practice that recently joined the Cetera Advisors platform.

Based in Asheville, North Carolina, MPCG consists of seven experienced professionals and has approximately $150 million in total fee-based advisory and brokerage client assets.  Founded and led by Managing Member Peter Roe, a 23-year veteran of the industry, the firm provides both fee- and commission-based financial advice and investment management services across five states with a particular emphasis on high-net worth entrepreneurs and current and former professional athletes, specifically National Football League and Major League Baseball players. 

As part of this announcement, MPCG will also work with Horizon Wealth Management, an independent wealth management firm that also houses a Cetera Advisors Super-OSJ (Office of Supervisory Jurisdiction) – a supervisory and practice management support business to independent financial advisors.  The relationship with Horizon Wealth Management will allow MPCG to gain access to Horizon Wealth Management's comprehensive suite of business coaching services, marketing expertise and back- and middle-office resources to help MPCG build upon its reputation within the independent space as a leading provider of financial advice for professional athletes.    

Erinn Ford, President of Cetera Advisors, commented, "We are pleased to welcome Masters Private Client Group to the Cetera Advisors platform. Over the years, Peter Roe has built a robust practice within the independent advisor space focused on providing expert-level service to a segment of clients with highly specialized and complex needs. Working closely with Horizon Wealth Management, I look forward to helping Peter and his team achieve their long-term business goals."

Pete Bush, Co-Founder and Partner at Horizon Wealth Management, commented, "We are excited to join Peter Roe and his team as they embark on this next stage of growth as a firm. Their decision to team up with Horizon Wealth Management further validates the quality of our services, including the business coaching, marketing and other back and middle office support systems that we offer to advisors looking to grow their practices and run efficient businesses. Working together, I have no doubt that Masters Private Client Group will solidify its position as one of the leaders in our space in working with professional athletes."

Peter Roe, Managing Member of Masters Private Client Group, commented, "It has been clear from the outset of this process that Cetera Advisors and Horizon Wealth Management are capable of helping our firm not only drive more business, but further the delivery of high quality client service. The level of institutional knowledge and management stability demonstrated by Cetera Advisors over the years stands out clearly in our industry, and we look forward to leveraging the comprehensive tools, resources and support services offered on their platform. Also, having known Pete Bush for years, I have witnessed first-hand what he and his team can do to propel businesses like ours to the next level."

Brett Harrison, Executive Vice President of Advisor Growth at Cetera Financial Group and chief executive officer of Cetera Advisors, added, "This transition once again underscores the value that the Cetera Advisors platform brings to the marketplace. With independent practices increasingly becoming more focused on a particular business model or client segment, one of the ways independent financial advisory firms can realize their full potential is to leverage the scale and resources of a broad national network alongside the personalized service and expertise of like-minded teams of independent advisors such as Horizon Wealth Management. I am delighted that Masters Private Client Group is joining forces with us, and I look forward to helping the firm grow and expand its business."

About Masters Private Client Group
Founded and led by Managing Member Peter Roe, Masters Private Client Group provides both fee and commission based financial advice and investment management services across five states – including California, Florida, Maryland New York and North Carolina – with a particular emphasis on meeting the complex and highly specialized needs of high-net worth entrepreneurs and professional athletes, specifically National Football League and Major League Baseball players. For more information about our services and full roster of professionals, please visit www.HorizonFG.com.

About Horizon Wealth Management
Horizon Wealth Management is an independent financial group with a practice focused on three key areas: customized financial-planning solutions for individuals, primarily business owners, physicians, and professional athletes; retirement plans for small to mid-size companies; and OSJ services, support and business consulting to affiliated advisors through Advisors Network.  The collective group is currently the fourth largest OSJ group affiliated with Cetera Advisors LLC and supports advisors in ten states.  Horizon Wealth Management was founded in Baton Rouge, LA by Managing Member and Chief Executive Officer Pete Bush and operates as an ensemble partnership practice. For more information, visit www.HorizonFG.com.

About Cetera Advisors
Cetera Advisors LLC is an independent broker-dealer and registered investment adviser (RIA) firm offering efficient and convenient access to an extensive network of people, products and services to approximately 1,300 financial professionals. As a member of Cetera Financial Group, Inc., the retail investment advice platform of RCS Capital Corporation (NYSE: RCAP), the firm is able to offer all the benefits of a large, well-capitalized broker-dealer, including innovative technology, leading wealth management and advisory platforms, and comprehensive broker-dealer and RIA services, with the personal relationships often found only at a boutique firm.

Cetera Advisors is a member of the Securities Investor Protection Corporation (SIPC) and a member of the Financial Industry Regulatory Authority, Inc. (FINRA). For more information, visit www.ceteraadvisors.com.

About Cetera Financial Group
Cetera Financial Group is the retail investment advice platform of RCS Capital Corporation (NYSE: RCAP). It is comprised of eleven firms – four legacy Cetera-branded firms (Cetera Advisors, Cetera Advisor Networks, Cetera Investment Services, marketed as Cetera Financial Institutions, and Cetera Financial Specialists) along with First Allied Securities, Investors Capital, J.P. Turner and Company, The Legend Group, Summit Brokerage and recently acquired VSR Financial Services and Girard Securities. The platform is the second largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions. Cetera Financial Group delivers award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, and innovative technology to over 9,500 independent financial professionals and over 600 financial institutions nationwide. Through its distinct firms, Cetera Financial Group offers the benefits of a large, established broker-dealer and registered investment adviser, while serving independent and institutions-based financial advisors in a way that is customized to their unique needs and aspirations. Cetera Financial Group is committed to helping advisors grow their businesses and strengthen their relationships with clients. For more information, visit www.ceterafinancialgroup.com.

About RCS Capital
RCS Capital Corporation (NYSE: RCAP) is a full-service investment firm expressly focused on the individual retail investor. With operating subsidiaries including retail advice services, wholesale distribution, investment banking, capital markets, investment research, investment management and crowdfunding, RCS Capital's business is designed to capitalize, support, grow and maximize value for the investment programs it distributes and the independent advisors and clients it serves. Additional information about RCS Capital can be found on its website at www.rcscapital.com. RCS Capital may disseminate information about itself, including the results of its operations and financial information, via social media platforms such as Facebook, LinkedIn and Twitter.

Important Notice
The statements in this press release include statements regarding the intent, belief or current expectations of Cetera Advisors and Cetera Financial Group and members of their respective management teams, as well as the assumptions on which such statements are based, and generally are identified by the use of words such as "may," "will," "seeks," "anticipates," "believes," "estimates," "expects," "plans," "intends," "should," "look forward" or similar expressions. Actual results may differ materially from those contemplated by such forward-looking statements due to certain factors. Additional factors that may affect future results are contained in RCS Capital's filings with the SEC, which are available at the SEC's website at www.sec.gov. Further, forward-looking statements speak only as of the date they are made, and none of Cetera Advisors, Cetera Financial Group or RCS Capital undertake any obligation to update or revise forward-looking statements to reflect changed assumptions, the occurrence of unanticipated events or changes to future operating results over time, unless required by law.

Media Contacts:

Joseph Kuo
Haven Tower Group
Tel: 424.652.6521
[email protected] 

Matthew Griffes
Haven Tower Group
Tel: 206.402.5853
[email protected]

Logo - http://photos.prnewswire.com/prnh/20150220/176828LOGO

SOURCE Cetera Advisors LLC

Related Links

http://www.ceteraadvisors.com