Barnaby Grist preached that health and family come first to his team at Cetera Financial, and now he’s putting the belief into practice.
Grist, the broker-dealer’s executive vice president of wealth management, announced on Tuesday that he will leave the firm to spend more time with his parents and in-laws.
“I’m kind of in a place now that if I don’t take the time, I might regret it forever,” Gist told AdvisorOne when asked about the move. “I can’t spend the time I want with loved ones and give 150% to Cetera.”
He said CEO Valerie Brown (left), to whom he reports, has been “incredibly supportive,” as has the company’s board and the advisors with which he works.
“I’ve been speaking with our advisors all morning and that’s the sentiment that I’ve received from them, that this is absolutely the right thing to do,” Grist added. “It’s just time I prioritized differently.”
Grist joined Cetera in 2010 from Charles Schwab Advisor Services, where he was senior managing director of strategic business development. He said he’s most proud of “the team he’s built” in the three years since.