People Moves

Who's Moving Where In Wealth Management? – Raymond James, Cetera

Editorial Staff, July 8, 2022

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The latest wealth management moves and appointments in North America.

Raymond James
Alex. Brown, a division of Raymond James, has welcomed financial advisor Trevor Ronderos in Miami, Florida.

Ronderos previously managed approximately $122 million in client assets at Goldman Sachs and provides global wealth management services to ultra-high net worth and HNW clients. As part of the transition, he and client service associate Ana Sofia Garcia will join Alex. Brown’s Brickell Avenue branch, which is led by Eric Termini, regional executive for South Florida.

Originally from Wethersfield, Connecticut, Ronderos has been in the financial services industry for nearly a decade. He joined Goldman Sachs as a vice president in 2014 and previously worked as a financial consultant at Mercer. Ronderos is a graduate of The Citadel, where he earned a bachelor’s degree in history, and the University of Michigan-Ross School of Business, where he earned a master’s degree in business administration.

Cetera Financial Group
Cetera Financial Group, the US network of financial professionals, yesterday announced that a branch office that oversees $250 million has affiliated with the Cetera community. 

The practice, led by industry veteran Michael Bergin, joins from National Securities and is based in Eatontown, New Jersey. 

The affiliation represents the latest recruiting move by Cetera, which recently announced that the $1 billion Harvest Wealth team joined Cetera from Merrill Lynch and that Cetera had attracted two practices that manage more than $600 million combined.

Bergin began his financial services career in 1985. 

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