Cetera Financial Group has nabbed Pierson Wealth Management, a firm with $122 million in assets under management that specializes in developing and implementing retirement and estate plans for private clients, Cetera said Thursday.
Santa Clarita, California-based PWM is led by Ivy Pierson, its owner and investment advisor representative, who Cetera said brings more than 20 years of experience in the financial services industry. She was affiliated with LPL Financial since 2013, according to her report on the Financial Industry Regulatory Authority’s BrokerCheck website.
Pierson was also previously affiliated with firms including Morgan Stanley from 2000-2006 and then Woodbury Financial Services from 2006-2010, according to BrokerCheck.
“Pierson’s growth goal is to double her practice size over the next ten years, taking a client-first approach,” according to Cetera.