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Advanced Planning Department

The Cetera Advanced Planning Group provides thought leadership in the areas of wealth transfer and estate planning, retirement distribution planning, tax planning, life insurance planning, stock options as well as business and succession planning.

Stanley R. Smiley, ESQ.

Senior Vice President

Professional Experience As senior vice president of the Advanced Planning Group, Stan Smiley is responsible for the development and implementation of advanced planning strategies for Cetera Financial Group. Using more than 30 years of...

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Juliet A. Hendrickson, ESQ.

Senior Attorney

Professional Experience As an Advanced Planning Group senior attorney, Julie is responsible for providing specialized advice and support for financial professionals on a myriad of tax issues in the areas of wealth transfer, retirement,...

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Zarina Sullivan

Senior Advanced Planning Consultant

Professional Experience Zarina Sullivan is a senior advanced planning consultant in the Advanced Planning Group for Cetera Financial Group. She is responsible for providing advice and support for financial advisors on numerous complex...

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