Cetera Welcomes Veteran Financial Advisor Susan Wilkinson and Her 12-Person Team Managing Approximately $380 Million in AUA

After more than 17 years affiliated with LPL, Wilkinson chose Cetera for its white-glove service, support from dedicated Regional Growth Teams, and its commitment to helping advisors grow

SAN DIEGO, Aug. 5, 2025 /PRNewswire/ -- Cetera welcomes veteran financial advisor Susan Wilkinson, MBA, CFP^®, and her 12-person team at Wilkinson Wealth Management, LLC. They have moved from one of LPL's largest OSJs, Private Advisor Group, to one of Cetera's unique communities – Summit Financial Networks* – within the Cetera Advisor channel. Wilkinson and her team have approximately $380 million in assets under administration**.

After being affiliated with LPL for more than 17 years, Wilkinson chose to affiliate with Cetera as part of her search for white-glove support she wanted to help serve her clients while growing her business.

"Our culture is one of excellence, and in my opinion, excellence is the culmination of a lot of small things done perfectly," Wilkinson said. "We were looking for a team that could help us serve our clients, and especially with Summit, they have that culture of excellence and that culture of white-glove service we can align with because that's what we try to bring to our clients."

Wilkinson said her Home Office Visit (HOV) with Summit cemented her decision to choose Cetera: "Our HOV was the turning point for us because when we met everyone face-to-face, it was clear Cetera's culture of excellence aligned perfectly with ours."

A 29-year veteran financial professional, Wilkinson founded her Charlottesville, Virginia, firm 17 years ago with a focus on financial planning and taking a team approach to serving clients, including the firm's proprietary planning process designed to offer clients consistency of service. Wilkinson said her clients value being offered comprehensive wealth management services, including estate planning, access to tax planning, and the ability to consult their full-time Chartered Financial Analyst^® for investment advice.

Wilkinson has received a variety of industry recognition, including being ranked 9^th among women advisors in the state of Virginia, according to the 2025 Forbes | SHOOK Top Women Wealth Advisors***, and being ranked 57^th in the 2025 Forbes | SHOOK Best-In-State Advisors**** for the state of Virginia.

In welcoming Wilkinson and her team, Cetera Advisor Channel Leader Tom Halloran said: "Susan is a terrific, hard-working financial advisor and business owner who has created a phenomenal practice filled with great people. Her commitment to 'growing by getting better, not just bigger' fits perfectly with Summit and Cetera. We're excited to have Susan and her team at Cetera – I believe she's going to do very well here."

Click here for more information about Cetera and here for more information about Summit Financial Networks.

About Cetera
Cetera Financial Group is the premier financial advisor Wealth Hub, empowering independent advisors and institutions with personalized support, flexible affiliation models, and end-to-end growth solutions. Home to approximately 12,000 advisors and institutions, Cetera's multi-channel ecosystem enables financial professionals to grow, scale or transition their businesses on their own terms.

Unlike traditional IBDs, Cetera offers true choice – blending modern technology, integrated wealth solutions, and a community-driven culture. Cetera's five-channel model and commitment to long-term advisor value provide a scalable blueprint for consistent, repeatable growth.

As of June 30, 2025, Cetera manages approximately $590 billion in assets under administration and $263 billion in assets under management. Its award-winning Voice of the Customer program has captured more than 40,000 advisor reviews, with over 35,000 five-star ratings, giving Cetera a 4.8 out of 5 satisfaction score.

Learn more at www.cetera.com and follow Cetera on LinkedIn, YouTube, X, and Facebook.

"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Investment Advisers LLC, a registered investment adviser, and the following FINRA/SIPC members: Cetera Advisors LLC, Cetera Wealth Services LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. Located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Cetera firms are under separate ownership from any other named entity.

Cetera exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

*Summit Financial Networks is a region of Cetera Wealth Services, LLC. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

**Value approximated based on asset holding details provided to Cetera as of March 31, 2025.

*** The Forbes ranking of Top Women Wealth Advisors Best-in-State, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of women wealth advisors with a minimum of seven years' experience and weighing factors like revenue trends, asset under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary of 48,220 nominations received based on thresholds - 26,240 invited to complete online survey - 22,814 telephone interviews - 5,672 in-person interviews at Advisor's location, and 1,545 virtual interviews. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

**** The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years' experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of April 2025: 48,944 nominations received, based on thresholds - 27,586 invited to complete online survey - 23,303 telephone interviews - 6,004 in-person interviews at Advisor's location, and 1,545 virtual interviews. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

SOURCE Cetera Financial Group