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Troy W
Series 66
Cottage Grove, OR
Cetera
Troy Wilson is a financial advisor at Cetera with 22 years of industry experience and holds a Series 66 designation. He has been affiliated with Cetera Wealth Services since 2013 and currently owns Hearthstone Wealth Management, a financial services business. In addition to his advisory work, he serves as an insurance agent offering fixed life and annuities. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures through a nationwide network of over 10,000 advisors.
Ann W
CFP®, Series 63
Cottage Grove, OR
Cetera
Ann White is a CFP® with 28 years of industry experience, currently working with Cetera in Cottage Grove, OR. She has held roles at Cetera Wealth Services, LLC and Hearthstone Wealth Management and is involved in local nonprofit leadership as president of the Cottage Grove Community Foundation board and co-chair of the Rotary Club of Cottage Grove. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.
Allen J
Series 66
Cottage Grove, OR
Cetera
Allen Jones is a financial professional at Cetera with 11 years of industry experience. He holds a Series 66 designation and previously worked at ANN M WHITE CFP INC for nine years. Jones is active in his community, serving in leadership roles at the Cottage Grove Masonic Lodge and Elk Lodge, and he also holds a notary public position. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.
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