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Financial Advisory  + Latest News  + RIAs & Financial Advisors  |  July 15, 2024
$325M Father-Daughter Team Joins Cetera Summit Financial Networks
Joe Palmisano
By: Joe Palmisano

$325M Father-Daughter Team Joins Cetera Summit Financial Networks

Cetera Financial Group, a network of registered investment advisors and independent broker/dealers, announced that Rally Wealth and Benefits, led by president Bruce Glenn and managing partner Kristina Strickland, has joined Summit Financial Networks. The team brings over $325 million in assets under administration.

“Bruce, Kristina, and the entire Rally Wealth and Benefits team are accomplished advisors,” said Tom Halloran, president and CEO of Cetera Advisors. “They will thrive under our unique model.”

Glenn and Strickland bring a combined 26 years of industry experience. The team was established by Glenn upon entering the securities industry in 2008 and has expanded further since his daughter, Strickland, joined the firm in 2013. The team includes VP of Operations Carrie White, VP of Qualified Plans Joe Michael, senior wealth manager Neil Connolly, senior relationship manager Melissa Sampley, relationship manager Bailey Lucito, and associates Lisa Kennell and Danica Murdock-Colin.

Earlier this week, Cetera announced that Steven Dalton joined Cetera Advisor Networks via Cetera Wealth Partners. Dalton had more than $146M in assets under administration as of January 24, 2024. He runs a holistic financial planning and wealth management service practice working mainly with retirees and those aiming toward early retirement.

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About Joe Palmisano

Joe Palmisano is editorial director of Connect Money, where he oversees daily coverage of alternative assets, direct investments, financial advisory and the economy. He brings three decades of experience as a financial journalist, analyst and portfolio manager. Before joining Connect Money, Palmisano wrote for The Wall Street Journal, covering foreign exchange, global fixed-income and equity markets. He later served as a senior research analyst and portfolio manager, producing market analysis and managing foreign exchange and U.S. equity portfolios for FX Concepts. His work has also appeared in SFO Magazine and CMT Association publications. Palmisano earned a bachelor’s degree in finance from The American University and holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.
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