Since our founding in May 2022, Center Street Capital Advisors (CSCA) has exceeded even the most ambitious goals. We have grown from 11 people in the practice managing just over $1B in assets, to 22 people today managing more than $2.5B and expect to reach 30 people and more than $3B by this Thanksgiving. We are marking this growth with a significant investment to the business infrastructure and are proud to announce that Mery Steckly has joined us as Director of Branch Operations, reporting directly to CEO Mark Klein.
“I have known and had the privilege to work with Mery for seven years in my prior role. She is incredibly experienced in operating a large-scale business, brings a deep-knowledge about onboarding and transitioning advisor teams and will be a tremendous advantage for everyone in our practice. There are simply not many people that possess this combination of experience, work-ethic and knowledge. Center Street is invested in its people and we are stronger with Mery,” says CEO Mark Klein.
In addition to helping manage the day-to-day activities within operations and compliance, Mery will be central to the transition process across our locations. The pre-work that needs to run smoothly when a Financial Advisor joins Center Street and the post-affiliation effort that follows requires someone with talent and execution skill. Mery honed these skills over a 33-year career at Wells Fargo Advisors and predecessor firms and brings to CSCA that knowledge at a time of incredible growth.
“We know that having Mery on the team will provide a concierge-level feeling to anyone entering the Center Street ecosystem. She has an unmatched talent, a genuine desire to help and a personality that fits into the culture and fabric of what we are creating. Watch for Mery to hit the ground running and we are thrilled to have her on the team, “says both Managing Partners/Co-Founders Andrew and Gary Wayne.
At Center Street Capital Advisors, we Invest In You. Our platform provides the comforts of a wire house with the benefits of independence. There’s a reason we are one of the fastest growing practices on the Wells Fargo Advisors Financial Network (FiNet) channel.
If you are interested to learn more about the buzz and our story, please reach out and connect.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors. Any other referenced entity is a separate entity from WFAFN.