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Financial Advisory  + Latest News  + RIAs & Financial Advisors  |  July 15, 2024
$325M Father-Daughter Team Joins Cetera Summit Financial Networks
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 for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.
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