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Financial Planning > Behavioral Finance

Cetera Adds Program Manager From LPL

By Marlene Satter

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Independent financial advisor network Cetera Financial Group has announced that Brian Neyland has joined as an independent program manager servicing banks, credit unions and independent advisors in Texas, Oklahoma and New Mexico, and independent advisors in New York.

In his new role, one key objective is to consult with financial institutions to help them grow and expand their wealth management programs.

With 25 years of experience in the financial services industry, Neyland joins from LPL, where he was a business consultant and program manager in a multistate territory, consulting with and overseeing several financial institutions and independent advisor offices with nearly 100 advisors and more than $3 billion in assets under advisement.

He was most recently recognized by Bank Investment Consultant magazine as the No. 4 program manager nationwide for the 2017 Top 25 Program Managers Award.

“We’re excited to welcome Brian Neyland, who has built an exceptional track record in attracting bank and credit union wealth management programs of all sizes to platforms like ours, while partnering closely with program managers and advisors to achieve successful growth of their businesses,” LeAnn Rummel, president of Cetera Investment Services, said in a statement.

“[T]he specialty focus on financial institutions provides me with the platform that will enable me to embark on the next chapter of business growth,” Neyland said of his move in a statement, adding, “My goal is to add value and fuel organic growth within these institutions and advisors by improving their knowledge, efficiency, productivity and overall revenue, and thus the overall customer experience.”

Marlene Satter

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