Broker Check
Cetera affiliate Totus Wealth Management adds $327M team

Cetera affiliate Totus Wealth Management adds $327M team

October 16, 2023

Cetera affiliate Totus Wealth Management adds $327M team

The advisors come from MML Investors Services and Capstone Financial.

Advisors from two separate firms are joining forces to launch a new office for Totus Wealth Management, which has been affiliated with Cetera since 2021.

The metro Atlanta office brings together Raymond Bardoul and Brian Fox with a combined $327 million in assets under administration. Bardoul was previously with MML Investment Services and Fox was with Capstone Financial.

Bardoul founded Bardoul & Associates and served as its president. He has more than 34 years in the industry. Fox was senior vice president and director of financial planning at Capstone for almost six years.

“As a team, Brian and I are hyper-focused on serving our clients’ needs to the absolute best of our ability,” said Bardoul. “We’re thrilled with the model offered by Cetera Advisors and Totus that will allow us to continue enhancing the excellent service we offer clients – without any limitations or restrictions.”

The advisors will be joined by representatives Doug Stefanini, Adam Corwin, and Tim Bonner.

“The addition of such an influential team is yet another example of how top advisors today prefer the independent model with dedicated support and resources that Cetera’s communities provide,” said John Pierce, head of business development at Cetera. “I look forward to seeing how Brian and Raymond’s already stellar client service grows and enhances further within Totus Wealth Management and Cetera Advisors.”


About the Author:

Damon Paull is a Marine Corps veteran who has traveled to over 20 countries. As a financial advisor in Houston, Texas, he is passionate about helping business owners and individuals pursue their financial goals. You can connect with Damon and his team at: 703.362.5747 or DPaull@totuswm.com.



Source:

Investment News