Wealth and Asset Management
Cetera Welcomes Former Commonwealth Team, Severn Wealth Management, Overseeing Approximately $160 Million in AUA
Cetera welcomes the Severn Wealth Management team from Commonwealth, led by Co-Founders Steven Roth, CLU®, and Wilson Phipps, along with financial advisor Brian Phipps. The team, which oversees approximately $160 million in AUA1, joins Cetera through its unique Summit Financial Networks2 community. The firm and its financial advisors are…
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Source: Cetera