Cetera this week revealed that Jamie Hatfield has transferred to Cetera from Commonwealth Financial Network, where he had been affiliated for 13 years.
Based in Northern Kentucky, Hatfield oversees approximately $170 million in assets under administration (AUA). Hatfield and his Jamie L. Hatfield Wealth Management team will join Cetera’s Summit Financial Networks community.
Hatfield’s close-knit team includes financial advisor Ty Sauer, and two wealth management assistants, Jennifer Goodridge and Meg Brinker.
Hatfield said he decided to join Cetera because he wanted a financial services partner that could support his firm’s deeply personal service model while providing the resources and responsiveness his clients expect.
“I’ve always viewed my practice as mom-and-pop while at the same time being state-of-the-art,” Hatfield said. “My clients want a white-glove experience where they feel listened to, comfortable, and genuinely cared for. When I spoke with Cetera and Summit, I felt that same philosophy on the other end of the phone. Summit’s people knew me, knew my business, and asked, ‘What do you need?’ That mattered a lot to me.”
Hatfield and his team provide comprehensive wealth management, including retirement and financial planning.
Hatfield said he was attracted to the combination of Cetera and Summit because together they combine independence, scale, and high levels of service. While he believes strong broker-dealers share similar capabilities, Hatfield said Cetera and Summit stood out in how consistently they mirror the service standards he set for his own clients.
“At the end of the day, money follows service,” Hatfield said. “Treat people right, do the right thing, and good things tend to happen. Cetera understands that, and that alignment is what pushed this decision over the top for me.”
In welcoming Hatfield, Cetera Wealth Management President Todd Mackay said: “Jamie runs a terrific business built on putting clients first in everything he does, so he and his team will fit in well with us. We’re excited for Jamie to have a boutique relationship with Summit like he had at Commonwealth, which I know was important to him, all while being able to leverage all the size, scale and capabilities that Cetera offers to its advisors.”