Following a six-year tenure at Cetera Financial Group, financial advisor Audrey “Ivy” Pierson has departed from the broker-dealer to join RFG Advisory to launch her independent practice, Pierson Wealth Management. 

Santa Clarita, CA-based Pierson Wealth Management, which oversees over $230 million in total client assets, provides investment management, tax and estate planning, wealth management, and financial planning.  

The team includes CFO Jodi Carter, associate wealth advisor Zach Bullard, and three client services staff members, according to its website. 

Pierson was affiliated with Cetera for about six years before joining RFG Advisory, and before Cetera, Pierson was affiliated with LPL Financial, according to her BrokerCheckprofile. 

“I wanted the freedom to build a business that reflects my values and allows me to truly tailor the experience for each client,” Pierson said. “I can maintain ownership of my business while gaining the infrastructure and partnership needed to grow.” 

Pierson also said her firm chose RFG because of its “ability to remove operational friction” and its infrastructure and scale. 

Through RFG Advisory’s recent addition, Pierson Wealth Management will leverage RFG’s technology platform and gain access to the firm’s newly launched operating system, named ClickONE. 

Pierson entered the financial services industry in 2000 with Morgan Stanley Dean Witter and was also registered with Woodbury Financial Services, Securities Service Network, before its acquisition by Ladenburg Thalmann in 2014, and Householder Group Advisor, per BrokerCheck. 

This addition comes days after RFG Advisory added Richmond, VA-based RVA Wealth Management, which manages more than $320 million in assets under management. 

Birmingham, AL-based RFG Advisory oversees approximately $6.1 billion in assets under management across 23,999 accounts, according to its latest Form ADV updated in March.

Pictured: Ivy Pierson