Cetera Welcomes $380M Wilkinson Wealth Management Team from LPL’s Private Advisor Group 

Cetera has added a major team to its growing network, announcing the affiliation of Susan Wilkinson and her 12-person team at Wilkinson Wealth Management, LLC. Formerly with LPL Financial’s large OSJ, Private Advisor Group, the Charlottesville, VA-based practice brings approximately $380 million in assets under administration and will now operate under Summit Financial Networks, one of Cetera’s communities within the Cetera Advisor channel. 

Wilkinson, a 29-year financial industry veteran, said the decision to leave LPL after 17 years was driven by her desire for a partner offering “white-glove” support and a service culture aligned with her team’s values. “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,” she explained. 

Wilkinson Wealth Management emphasizes comprehensive planning services, including a proprietary client service model, estate planning coordination, and access to tax planning resources. The team approach is core to the firm’s client engagement strategy and long-term growth vision. 

“Susan is a terrific, hard-working financial advisor and business owner who has created a phenomenal practice filled with great people,” said Tom Halloran, head of Cetera’s Advisor Channel. “Her commitment to ‘growing by getting better, not just bigger’ fits perfectly with Summit and Cetera.” 

In January, Cetera Financial Group announced that Arco Capital Partners, a $287 million practice formerly with Raymond James, joined Summit Financial Networks. 

Pictured: Susan Wilkinson