Former Cetera advisor rejoins team

Former Cetera advisor rejoins team
Anne Crabbe was formerly with firm in 2021.
SEP 15, 2023
By  Josh Welsh

Anne Crabbe, has rejoined Cetera Wealth Partners from Park Avenue Securities, it was announced Thursday.

Crabbe joins Cetera with over 16 years of experience, helping families manage and plan their finances, achieve goals for retirement and investments. She also managed more than $102 million in assets under administration as of June 13, 2023.

According to her BrokerCheck report, she started her career as a broker at Assent in 2003, then worked at Cetera Advisors from 2007-2021.

That’s when she moved to Park Avenue Securities and now rejoins Cetera with her team, providing comprehensive financial planning and investment advice for clients.

“The collaborative community culture and industry-leading resources, tools and support make Cetera Wealth Partners an ideal destination to continue my practice and providing enhanced services to my clients,” Crabbe said in a statement. “I can think of no better place to focus on taking our business to the next level.”

Originally hailing from Chicago, Crabbe fell in love with Paso Robles, California, after moving there to help friends grow a winery. She decided to stay and build her career as a CFP professional.

Outside of work, she volunteers with The United Way to teach financial literacy to Paso Roble’s high school seniors.

Latest News

The power of cultivating personal connections
The power of cultivating personal connections

Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.

A variety of succession options
A variety of succession options

Whichever path you go down, act now while you're still in control.

'I’ll never recommend bitcoin,' advisor insists
'I’ll never recommend bitcoin,' advisor insists

Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.

LPL raises target for advisors’ bonuses for first time in a decade
LPL raises target for advisors’ bonuses for first time in a decade

“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.

What do older Americans have to say about long-term care?
What do older Americans have to say about long-term care?

Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.

SPONSORED The future of prospecting: Say goodbye to cold calls and hello to smart connections

Streamline your outreach with Aidentified's AI-driven solutions

SPONSORED A bumpy start to autumn but more positives ahead

This season’s market volatility: Positioning for rate relief, income growth and the AI rebound