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Cetera Adds $231M Arizona Trio to Summit Financial Networks

Cetera Adds $231M Arizona Trio to Summit Financial Networks

Cetera Financial Group has added allwealth Planning, a three-advisor practice with $231 million in assets, to Summit Financial Networks, a community within Cetera Advisor Networks LLC.

The allwealth Planning trio, comprised of co-founders Eric Bottolfsen, Howard Gershkowitz and Robert Gershkowitz, focuses on helping individuals, business owners, retirees, and people going through “life changes.” The team is based in Scottsdale, AZ and was previously affiliated with MML Investors Services.

“We believe that independence is crucial to ensuring our clients’ best interests are always at the forefront of everything we do,” said the allwealth Planning team. “We look forward to working closely with Summit’s veteran executive team and collaborating in running our business and serving our clients.”

Cetera oversaw more than $545 billion in assets under administration and $235 billion in assets under management as of September 30.

Read More News Stories About: Cetera Holdings
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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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