LOS ANGELES, Feb. 18, 2021 /PRNewswire/ — Farpointe Wealth Partners, LLC (“Farpointe”), an independent financial advice firm within the Cetera network, has announced that Schexnayder Wealth Advisors, a $190 million asset team led by Owner and Senior Advisor, Nolan Schexnayder, has joined the team. Based in the New Orleans metropolitan area, Schexnayder Wealth Advisors’ team of seven specializes in providing tax, accounting and wealth management services. Farpointe, co-founded by Scott Rawlins and Brian Stern, became an independently owned business within Cetera’s* financial professional network in December of 2020.
Schexnayder joins Farpointe after more than 34 years at his prior firm. Commenting on his decision, Schexnayder said, “Given constant change in the business, even the most seasoned veterans need to partner with proven leaders who will advocate for us and take a personal interest in helping us overcome operational and regulatory challenges. We were attracted by the talent of Farpointe’s leadership, and the firm’s vision of curating an exclusive group of like-minded financial professionals who value trust, collaboration and meaningful personal relationships galvanized by a shared culture.”
Schexnayder will also be joining the Board of Directors of Farpointe. Rawlins noted that “Nolan was a top producer for over 25 years at his prior firm and was a pioneer in helping pave the way for CPAs to provide comprehensive financial planning services. Farpointe will benefit greatly from Nolan’s extensive experience building and running his own successful wealth management business, and from his decades on the front line as a financial professional.” Stern added, “It is very important to us that our financial professionals feel connected to the people making the decisions that impact their business. We want our financial professionals to have a formal voice in our corporate governance to help determine the strategic direction of the firm.”
John Pierce, Cetera’s Head of Recruiting shared, “Running a cohesive tax and wealth management practice requires a commitment to service and highly specialized teams. Cetera understands and values the unique position of the CPA/tax professional in providing impactful financial advice to clients. We’re thrilled to welcome both Farpointe and Schexnayder Wealth Advisors to Cetera, and we look forward to future success together.”
Cetera is actively recruiting top talent in the financial profession including financial professionals affiliating direct or in a branch model, tax professionals, banks and credit unions and regional teams (OSJs) with a focus on driving growth, a superior service experience, and the delivery of an Advice-Centric Experience®. Cetera’s multi-affiliation growth model is designed around specialty communities to enable financial professionals to grow their way.
“Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency LLC), member FINRA/SIPC. Investment advisory services offered through Cetera Investment Advisers LLC.”
About Cetera Financial Group®
Cetera Financial Group (Cetera) is a leading financial advice firm. It empowers the delivery of an Advice-Centric Experience® to individuals, families and businesses across the country through independent financial professionals as well as trusted tax professionals and banks and credit unions. It’s headquartered at 200 N. Pacific Coast Highway, Suite 1200 El Segundo, CA 90245-5670.
Comprehensive services include: wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research.
“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
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SOURCE Cetera Financial Group