Cetera Welcomes Michele Dillon as Head of Enterprise Consulting
June 30, 2021
by Cetera Financial Group
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Los Angeles, California – Michele Dillon joined Cetera as Head of Business Consulting with a focus on providing finance professionals with a growth framework that covers them where they are to help them optimize their businesses and increase efficiency. She will lead her team in providing coaching, practice management, succession planning, consultant business development, and other growth programs that enable finance professionals to deliver a consultative experience® to their clients.
Dillon is a savvy executive in the investment and wealth management industry who has worked in the fields of learning, leadership development, growth strategy, business development, and marketing for nearly three decades. She has a proven track record of developing and transforming the practices of finance professionals towards more sustainable, growth-oriented business models with a particular focus on training. As Head of Business Consulting, Dillon will report to Andy Gill, Head of Strategy and Solutions at Cetera.
Michele Dillon
Gill said, “We are excited to bring Michele’s deep talent to our network of financial professionals to help them optimize their business practices. Michele’s extensive experience will enable us to continue to meet financial professionals where they will provide them with the strategies, programs and tools that are best suited to their unique business goals. ”
Dillon added, “I am delighted to join Cetera and work with a leadership team that is passionate about helping finance professionals succeed in the vital role they play in supporting the well-being of their customers and communities . I look forward to helping Cetera’s financial professionals accelerate growth and run more successful businesses by providing them with the right mix of Cetera’s industry-leading coaching, training, programs and technology. ”
Dillon is a graduate of Miami, Ohio with a BS in Economics and Marketing. She holds Series 7, 63 and 65 and is a Chartered Financial Consultant (ChFC) ®, Certified Investment Management Analyst (CIMA) ® Professional and Certified Private Wealth Advisor (CPWA) ® Professional.
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About the Cetera Financial Group®
Cetera Financial Group (Cetera) is a leading financial advisory company. It enables individuals, families and businesses across the country to deliver an Advice-Centric Experience® through independent financial experts as well as trusted tax experts and banks and credit unions. It is headquartered at 200 N. Pacific Coast Highway, Suite 1200 El Segundo, CA 90245-5670.
Comprehensive services include: wealth management solutions, retirement solutions, advisory services, practice management support, innovative technologies, marketing advice, regulatory support and market research.
“Cetera Financial Group” means the network of independent retail companies that includes, but is not limited to, 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 companies are members of FINRA / SIPC.
Individuals associated with Cetera firms are either registered agents who only offer brokerage services and receive transaction-based remuneration (commissions), investment advisor agents who only offer investment advisory services and receive fees based on assets, or both registered agents and investment advisor agents, which can offer both types of services.
