Avantax

Delivering tax-focused financial planning & wealth management solutions for Financial Professionals. Visit Avantax.com/social_policy for more information.

Avantax is a distinct community within Cetera Wealth Services, LLC, Member FINRA/SIPC. 3200 Olympus Blvd., Suite 100, Dallas, TX, 75019, 972-870-6000.

04/24/2026

Financial Advisor Magazine’s Invest in Women Conference highlighted the growing influence of women in wealth management – and we were honored to be part of it!

Thank you to everyone who attended our panel session "The Great Wealth Transfer: Women, Wealth, and the Future of Financial Leadership" moderated by Avantax Regional Vice President Anna Wright and Cetera financial advisor Teri Hurt of Shoemaker Financial serving as a panelist.

04/13/2026

Financial Advisor Magazine’s Invest In Women Conference brings together trailblazers shaping the future of wealth management, and Avantax is proud to return as a sponsor.

We’re especially excited that our very own Anna Wright, CFP®, Regional Vice President on the Regional Growth Team, will moderate the session “The Great Wealth Transfer: Women, Wealth, and the Future of Financial Leadership” on April 23. The discussion will explore how shifting wealth dynamics are transforming planning conversations and redefining leadership across the industry.

We hope to see you there!

02/14/2026

Choosing the right filing status this Valentine’s Day? 💘

Don’t risk a broken heart by making the wrong choice. A tax‑intelligent Financial Professional can help you file with confidence - and see how taxes fit into your bigger financial picture.

02/12/2026

– Tax-Intelligent Financial Professional edition!

Here are some mainstays of an Avantax Financial Professional – fueled by focus, backed by tax intelligence, and always ready for what’s next.

02/11/2026

We're in the business of changing lives - not just for our independent Financial Professionals, but for the clients they serve. Since joining the in 2021, Dustin Gersch has experienced firsthand Avantax's commitment to going above and beyond for both him and his clients.

If you're a Financial Professional looking to make the move to a tax intelligent firm that can help you grow, visit the link in comments.

02/05/2026

At Avantax, collaboration is a catalyst for growth - and Rise to Elite is a compelling reminder of the power of coming together.

Congratulations to the current group of tax-intelligent financial professionals enrolled in Rise to Elite who completed the group mentoring phase of the program this week. They've been meeting over the past few months with a shared commitment: elevating their craft and the way they serve clients.

As Practice Growth Officer Nona Rosa puts it, “I’m inspired by the commitment this group brings to serving clients at the highest level, and grateful for the coaches and mentors who guide the way. When professionals invest in each other, everyone wins: teams, practices, and the clients who trust us with their financial futures.”

02/02/2026

If you missed our recent webinar on the One Big Beautiful Bill Act, you're in luck: the recording is now available!

In partnership with Accounting Today, Avantax financial advisor John J. Vento Jr., CPA, CFP® of Vento Tax & Wealth Management Group and Regional Business Development Manager Steve Smith share major updates and new complexities for CPAs, tax advisors, and financial planners.

Watch the webinar recording at the link in comments.

01/27/2026

Last week, Avantax joined financial planning leaders at the first‑ever AICPA Personal Financial Planning Symposium.

Avantax & Cetera Business Development team members Chris Nowell and John Gamble engaged with CPAs eager to elevate their planning expertise and strengthen the role of financial advice in their practices. Their discussions highlighted why credentials like the PFS are becoming even more essential as client expectations evolve.

01/23/2026

When the service and culture around a practice no longer support its ambitions, it’s time to look for an environment that does.

Financial advisor Gregory Joseph Blank and the team at Blank Financial Group have joined Avantax, bringing the practice into a platform built for collaboration and growth. The team was looking for a more supportive environment, one with stronger service, a connected community, and an operational structure that empowers advisors to focus on clients instead of navigating inefficiencies.

At Avantax, they found regionalized support, a like-minded advisor community, and the scale of a national organization to support the next phase of their firm’s evolution. With the right structure and resources in place, the Blank Financial Group team is positioned to refine the client experience and continue building for the long term.

Welcome to the Avantax community, Gregory and team!

01/22/2026

Standing room only at today's Amplify Regional Meeting in Tampa! From reviewing client case studies to sharing best practices amongst peers, this meeting was one for the books. Next up: Irvine, California!

01/20/2026

400% growth. Four years. One decision.

When growth feels out of reach, the right partner can change everything. Imagine what the next four years could look like for you with Avantax by your side. Click the link in comments to get started.

Address

3200 Olympus Boulevard Ste. 100
Dallas, TX
75019

Website

https://www.avantax.com/

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