We want to make you aware that on this Friday, August 28 at 7:00 pm PT there will be scheduled downtime for approximately 4 hours. (more…)
WIS advisor Richard Case of our Westlake Village, CA branch has had his aviary for around 35 years. (more…)
We would like to bring your attention to Pershing’s long-standing practices related to the (more…)
Just days after warning about a new impostor FINRA website that has an extra “n” in its domain name, the broker-dealer regulator (more…)
Join us this Wednesday for another tech-focused podcast where guest speaker CJ will go over how to install and use (more…)
The upcoming school year for many students is going to look like nothing we have ever seen before. For many, computers (more…)
A financial advisor contacted me about her client who had recently passed away. The advisor was legitimately concerned (more…)
We are introducing the inaugural WIS issue of The Edge! This bi-monthly magazine is curated to help you grow your business (more…)
The results are in! The winning team name is... (more…)
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Introducing the trinity of Poodles and Havanese! Say hello to Snickers, Cloee and Nash, Pasadena WIS advisor Doron and Phyllis (more…)
Map the right path for your retirement account Required Minimum Distributions (RMDs) for 2020. (more…)
Which team would you rather be on? Alzheimer's Cure Dream Team or Alzheimer's Cure Dreamers? (more…)
Join us this Wednesday for another Tech Hangout, where we'll be exploring technology and cybersecurity tips for working (more…)
Meet Milo, Moli and Cookie! They are the precious pets of WIS Advisor, Nazeeh Aranki. (more…)
Learn how to locate No-Transaction-Fee (NTF) mutual funds in Wealthscape. (more…)
We are in the dog days of summer and this year is a crazy and unsettling time. The last thing on your or your clients mind may be their (more…)
Deborah Frankel, one of our Westlake Village reps, is forming a team for the 2020 Walk to End Alzheimer’s on Saturday, October 31. (more…)
Join us today for this week's Tech Hangout, where we'll be covering how to make mobile deposits using (more…)
This past weekend, Dani Kochavi, daughter of Pasadena WIS advisor Doron and Phyllis Kochavi, became Mrs. Dani Mahller in a (more…)
The MCI Preferred Income Fund IV is now available on the WIS platform. Megatel Capital Investment (MCI) is the Capital Markets (more…)
Hidden within the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) signed into law last December (more…)
Beginning the week of July 27, 2020, Fidelity began mailing the Notice of Withholding letters to all Premiere Select Retirement (more…)
Meet these adorable siblings! Rocky and his older sister, Cali, are the beloved pets of Mike Bonagura, (more…)
Every Tuesday morning, WIS Team leaders meet virtually and share with the group what's happening with their Team that week. (more…)
Over the years, communication trends have changed. The means of communication between financial advisors and their clients have also shifted. (more…)
There were changes to the ORF effective August 1, 2020. These changes include (more…)
As individuals and as a collective, we have faced many new challenges this year. With so much happening right now, remember to (more…)
We're excited to announce that Rinaldo Ritonga, Director of Technology, will begin a weekly live and interactive podcast (more…)
This episode of Inside WIS stars WIS Advisor Andrew Martz, who talks about his experience with the Black Diamond Wealth Platform. (more…)
We are proud to be celebrating all our advisors, assistants and team members who came on board three years ago this month from (more…)
Anniversaries are important to us at WIS because it gives us an opportunity to remember why we are all here: (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. |
