Fitzgerald Financial Group Moves to Cetera Following LPL Acquisition

The Vineland-based team, led by Fitzgerald and joined by financial professionals Doug Kramer and Gary Bolno along with assistant Tatyana Shevchuk, serves roughly 400 households across 1,300 accounts. Fitzgerald noted that he bypassed an automatic transition to LPL, choosing instead to vet multiple firms to ensure a stable environment for the next two decades of his practice. He ultimately selected Cetera’s Summit Financial Networks, citing a service-oriented culture that mirrors his experience at Commonwealth.

Fitzgerald attributes his growth to a referral-based model rather than the acquisition of books of business, a strategy he intends to maintain while exploring inorganic growth options. The practice recently purchased an office building in Mullica Hill, New Jersey, to facilitate expansion. Tom Halloran, Cetera’s Advisor Channel Leader, welcomed the team, emphasizing that their hands-on, family-style approach aligns with the support structure within the Summit network.