Cetera Adds Long-Time LPL-Affiliated Team With $380M AUA to Summit Financial
Veteran financial adviser Susan Wilkinson, MBA, CFP, and her 12-person team at Wilkinson Wealth Management LLC have moved from one of LPL Financial’s largest offices of supervisory jurisdiction, Private Advisor Group, to one of Cetera Financial Group’s communities – Summit Financial Networks – within the Cetera Advisor channel. Wilkinson and her team have approximately $380 million in assets under administration.
After being affiliated with LPL for more than 17 years, Wilkinson chose to affiliate with Cetera as part of her search for the white-glove support she wanted to help serve her clients while growing her business.
“Our culture is one of excellence, and in my opinion, excellence is the culmination of a lot of small things done perfectly,” Wilkinson said. “We were looking for a team that could help us serve our clients, and especially with Summit, they have that culture of excellence and that culture of white-glove service we can align with because that’s what we try to bring to our clients.”
Wilkinson said her in-person meeting with Summit cemented her decision to choose Cetera: “Our home office visit was the turning point for us because when we met everyone face-to-face, it was clear Cetera’s culture of excellence aligned perfectly with ours.”
A 29-year veteran financial professional, Wilkinson founded her Charlottesville, Va., firm 17 years ago with a focus on financial planning and taking a team approach to serving clients, including the firm’s proprietary planning process designed to offer clients consistency of service. Wilkinson said her clients value being offered comprehensive wealth management services, including estate planning, access to tax planning, and the ability to consult their full-time chartered financial analyst for investment advice.
In welcoming Wilkinson and her team, Tom Halloran, Cetera Advisor channel leader, said: “Susan is a terrific, hard-working financial adviser and business owner who has created a phenomenal practice filled with great people. Her commitment to ‘growing by getting better, not just bigger’ fits perfectly with Summit and Cetera.”
Summit Financial Network is a region of Cetera Wealth Services LLC. Cetera Financial Group encompasses Cetera Investment Advisers LLC, a registered investment adviser, and the following FINRA/SIPC members: Cetera Wealth Services, Cetera Advisors LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC.
Owned by Cetera Holdings, Cetera Financial Group offers financial professionals and institutions the latest solutions to grow, scale, or transition with a merger, sale, investment, or succession plan. Cetera serves independent financial advisers, tax professionals, licensed administrators, large enterprises, as well as institutions. Home to approximately 12,000 financial professionals and their teams, Cetera oversaw more than $590 billion in assets under administration and $263 billion in assets under management as of June 30, 2025.
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