National Financial Services, LLC (NFS) has initiated their annual Required Minimum Distribution (RMD) information to Premiere Select IRA and Retirement Plan customers who are or will be age 70½ or older during the current calendar year. (more…)
Paper-based processes don’t just cost you time. They can have significant environmental impact. WIS is committed to helping both. (more…)
On Thursday, October 3 at 11:30 AM PST, Ellen Shearin, WIS Managing Director, will lead a walk-through of wisdirect.com, the Western International Securities (WIS) website. (more…)
Yesterday Jacob Boldt of Allianz Life explored annuities, insurance, and retirement. In particular, Jacob discussed the Allianz Index Advantage Variable Annuity and how index-variable annuities can potentially help address market risks that investors continue to face. (more…)
We held four DocuSign workshops this month where we shared some of the new back-office updates. (more…)
On Thursday, September 26 at 11:30 AM PST, Jacob Boldt of Allianz will present on the Allianz Index Advantage Variable Annuity and how index-variable annuities can potentially help address market risks that investors continue to face. (more…)
Western is pleased to introduce the Fidelity Premier Select - Qualified Charitable Distribution Form (QCD). (more…)
Did you know the Pershing Cash Management Platform – Corestone offers Apple Pay? (more…)
As previously communicated on September 19, 2019 Apple released iOS 13 version used on iPhones and iPad devices. (more…)
Fidelity has introduced the Fiduciary IRA Certification to use when adding a guardian or conservator to an existing Premier Select IRA and Retirement account. (more…)
Director of Advisory Services Chris Cerini (right) and Head of Business Development Tom O’Connell (left) attend Black Diamond's premier event, seeking hands-on learning, industry insights, and networking. (more…)
Producers Choice and Black Diamond teamed up yesterday in Novato, CA to discuss advanced strategies, operational support, integrated technology tools, and dynamic marketing solutions available to WIS advisors. (more…)
Today Bill Fagan, West Coast Director at KraneShares, provided an overview of KraneShares, examined China as an asset class, and discussed New China with respect to structural transformations, internet, and healthcare. (more…)
The 2019 eMoney Summit is still open. If you’re interested in attending, please register before September 27. The Summit will be held on October 14-16 at the Fairmont Austin in Austin, Texas. (more…)
For all you Downton Abbey fans, you’ll recognize the backdrop. Last night was the premiere of the Downton Abbey full-length movie, hosted by PBS at LA Live in downtown Los Angeles, three days before the general public release. (more…)
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On Thursday, September 19 at 11:30 AM PST, Bill Fagan of KraneShares will provide a scenario analysis of the trade war between the US and China and discuss the emerging market consumer and the China internet sector. (more…)
Yesterday Carlos Perez (right) and David Asarnow (left) of ICE Data Services held an advisor forum covering the Market-Q platform. They discussed a variety of topics including Market-Q's past, present, and future, news coverage, and global market data. (more…)
Learn about Producers Choice and how we provide Advanced Strategies, Operational Support and Dynamic Marketing solutions for WIS Advisors. (more…)
Congratulations again to Nicoletta Vasilopoulos and her now husband who got married last Sunday, September 8. (more…)
On Tuesday, September 17 at 1:00 PM PST, Paige Davis of FMG Suite will demonstrate how she structures her week to achieve the marketing goals of her office while managing her other business responsibilities. (more…)
Please Join Us on Sept. 19 PRODUCERS CHOICE LEARN MORE
On Monday, September 16 at 11:30 AM PST, Carlos Perez and David Asarnow of Market-Q will give a presentation titled Market-Q for Wealth Advisors Agenda. (more…)
eMoney will be hosting an in-person training event for new and experienced users in San Jose, CA on October 29 and 30. The event will cover getting started with platform essentials and the fundamentals of creating a financial plan. (more…)
Today Hudson Walker, Director of Investment Management at MFS, hosted an advisor forum, where our advisors and team members learned about MFS, the market outlook, and product solutions offered by MFS. (more…)
Patricia (Patty) joined the firm in September of 2019 as an Administrative Assistant. (more…)
Each year on 9/11, Cantor Fitzgerald delivers Firehouse Subs, as a portion of all sales goes towards providing equipment for first responders. (more…)
Our top priority is always looking for new ways to increase advisor delight and to improve your experience when it comes with working with WIS. (more…)
On Thursday, September 12 at 11:30 AM PDT, Hudson Walker, Direct of Investment Management at MFS will provide an overview of MFS and discuss the market outlook and product solutions. (more…)
On the current episode of “Inside WIS”, Don Bizub, our CEO, gives us some insight into three initiatives the WIS Team put in place this year. (more…)
Mandy Miser is an investment advisor who works with Asset Strategies to help clients prepare for retirement, make smart decisions with their money, and pursue their financial goals. (more…)
We surprised our advisors, team members, and assistants with dessert yesterday in the main kitchen at the WIS headquarters where they got creative in making their own sundaes and banana splits. (more…)
Don, WIS CEO, dropped by Brook Capital, our Milwaukee branch in Wisconsin. (more…)
David Christie and Dan Grimes from the Annuity Store came by our home office last Thursday to facilitate an interactive small group discussion they call the Retirement Tabletalk. (more…)
Are your clients prepared for 30 years of retirement? Are you prepared to offer them a solution? Attend this "Understanding Fixed Index Annuities" seminar. (more…)
Yesterday, Richard Boone, President of IDEAL Plan Coaching, discussed innovative ways to create strong alliances with CPAs in order to grow your practice and nourish your relationships with your clients. (more…)
As part of its ongoing efforts to enhance your business, WIS has significantly upgraded its insurance resources. (more…)
You are invited to join a special event hosted by Richard Boone of IDEAL Plan Coaching on Thursday, September 5th at 11:30 AM at the Pasadena Western office (70 S. Lake Avenue, Ste. 700, Pasadena, CA 91101). (more…)
On Thursday, September 5 at 1:00 PM PDT, David Christie and Dan Grimes from the Annuity Store will share with you the next generation of seminars, the Retirement Tabletalk. (more…)
Kevin BeardChief Growth Officer and Founding Partner |
Kevin is responsible for the firm’s overall growth and acquisition strategy and financial professional recruitment.
Kevin has more than 20 years of experience in the independent broker-dealer (IBD) industry. Before founding Atria, he led the Recruiting and Acquisition Strategy division for AIG Advisor Group, where he developed the firm’s advisor recruiting strategy and led the comprehensive planning process for all acquisitions. He also successfully led numerous IBD platform acquisitions and established an advisor recruiting team. Before his tenure at AIG Advisor Group, Kevin was a regional director with Rehmann and co-founded two companies: Innovative Advanced Resources, a specialized, high net worth investment distribution and business advisory firm serving financial advisors and asset managers, and Beard Management Inc., a wealth management consulting firm. Kevin earned a Bachelor of Arts in finance from Kent State University. He currently serves as Northeast Ohio Corporate Chair for the Arthritis Foundation and Secretary for the FSI Marketing Council. He is also a member of the Diversity and Inclusion Committee for the Bank Insurance & Securities Association. |
Eugene Elias Jr.Chief Operating Officer and Founding Partner |
Eugene has more than 20 years of experience in wealth management, leading businesses, technology and operations. He has focused his entire career on deepening the relationship between advisors and technology, empowering them to become more efficient and equipping them with the tools they need to grow their practices.
In 2017, Eugene and two partners founded Atria Wealth Solutions to provide financial professionals with a next generation set of tools, services and capabilities that would not only enable them to prosper in today’s environment but provide them with a clear path to the future of wealth management. He began his career as a financial advisor — an experience that gives him a unique perspective on creating advisor-minded solutions. Before founding Atria, Eugene was responsible for Morgan Stanley’s client and advisor platforms, leading key initiatives that included the rollout of client-facing mobile applications and redesigning the firm’s advisor workstation and client website. He spent six years in Europe running Morgan Stanley’s international technology platform for its EMEA and Asian International Private Wealth Management businesses. Eugene also served as CIO of Zions Bancorporation’s newly created wealth management unit, Contango Capital Advisors, where he designed and implemented the unit’s operating platform. |
Doug KettererChief Executive Officer and Founding Partner |
Doug has over 30 years of experience in the wealth management industry. Before launching Atria in 2017, he spent most of his career at Morgan Stanley, where he successfully led the firm’s entire U.S. financial advisor and branch office network as the Head of Field Management and was responsible for its Private Wealth Management business, focusing on ultra-high-net-worth clients.
Doug also held multiple leadership positions within Morgan Stanley’s wealth management division, including oversight of the product and services organization and development of the strategy and client segmentation organization. Beyond his wealth management experience, he served as a key executive in Morgan Stanley’s asset management division and spent many years in investment banking. Doug earned a Bachelor of Science in finance from The University at Albany and an MBA from New York University’s Leonard N. Stern School of Business. He serves on the Board of Directors of Atria Wealth Solutions, the board of the Financial Services Institute and is the president of a 9/11-related 501(c)(3) focused on providing scholarships to college students in financial need. |
Bill MorrisseyPresident |
With extensive experience and a successful track record of designing a value proposition that drives growth for financial professionals and wealth management firms, Bill is an authority in combining the best elements of highly effective growth and practice management strategies that optimize the culture and quality of the financial professional community.
A proven background in executive leadership at prominent independent, wirehouse and regional broker-dealers gives him unmatched insight into developing an environment that best positions the independent financial professional for success in every area of a financial practice. |
