Primacy Financial Joins Cetera with $450 Million in Assets Under Advisement
Primacy Financial, a nine-member wealth management team led by Ryan P. O'Connor, has transitioned from Northwestern Mutual to join Cetera via the Patriot Financial Group enterprise office. Based in Buffalo, New York, the multi-specialized team manages approximately $450 million in Assets Under Advisement (AUA). The move is intended to provide the Primacy Financial team with greater independence and a broader array of resources to support their specialized services for business owners, physicians, and retirees. The transition highlights Cetera's ongoing growth as an independent broker-dealer platform by attracting high-net-worth advisory teams seeking scalable infrastructure.
