Discover the Unio™ advisor platform on our next tech podcast! Brian Bichler, Head of Platform Experience at Atria, will be (more…)
We are pleased to now offer the Griffin Institutional Access Credit Fund, a closed-end interval fund. The fund is designed to (more…)
Placing an order for business cards with Moo is easy. Watch the video below to learn how and (more…)
When it comes to income planning for your clients, taxes can become a significant threat if not adequately addressed. (more…)
Pershing will charge the client inactive fee to client accounts on January 29, 2021. Pershing charges the inactive fee to accounts that (more…)
Doug Drenckpohl of MyRepChat will be joining us once again on our weekly tech podcast to further explore MyRepChat's features (more…)
In this edition of The Travelogue, Westlake Village rep Karl Drilling takes us with him on his epic winter journey through Grand Canyon National Park (more…)
With a new year it is important to position your business for success. Our Advisory Services Team offers a variety of resources (more…)
Wedbush has announced the estimated generation dates below for client tax documentation. (more…)
Watch the video below to see how you you can empower the world to invest fearlessly. (more…)
Tip: Offering financial planning enhances your client impact and your positioning. (more…)
WIS advisors of all stripes are seeing the benefits of using Riskalyze to grow their business and empower clients to invest with confidence. Are you? (more…)
As working from home (WFH) has become the new normal over the course of the past 10 months, we're starting a new blog (more…)
Pershing has published their 2020 Tax Mailing Schedule. In addition, tax information resources and tools are available to you and (more…)
Please save the date for the following upcoming virtual regional events. (more…)
As of February 1, 2020, previous versions of the below documents will no longer be accepted. (more…)
This week we're getting to know Millbury, OH WIS rep Gino Chiappetta and his lifelong affinity for muscle cars. (more…)
In partnership with Joe Jordan, we are committed to bringing you actionable ideas in this session to help your business thrive. (more…)
Please be advised that due to anticipated unrest in major cities across the country, Wedbush’s headquarters has amended hours (more…)
Please join us and Bryan Jordan, Nationwide’s Deputy Economist, on Wednesday, January 20 at 1:00 pm PT for (more…)
You can convert your ideal prospects into clients by showing them an effective problem-solving process during the sales phase. (more…)
We are pleased to offer PIMCO’s new closed-end fund IPO, the PIMCO Dynamic Income Opportunities Fund (PDO). PDO (more…)
Thank you to everyone who attended 2021 Women's Summit! We hope you enjoyed connecting with your peers and hearing about (more…)
In observance of the Martin Luther King holiday, WIS and all financial markets will be closed Monday, January 18, 2021. (more…)
There’s been some confusion about the retirement plan aspects of the COVID-19 stimulus package signed into law on December 27, (more…)
Happy New Year and welcome to the 4th in our series of Client Appreciation Events – a 2021 Outlook with economist, (more…)
NOTICE: A previous version of the "Advisory Services - January Webcast" email included an incorrect presentation time. (more…)
We are just a few days into the new year, and many people are anxious to get their full IRA contributions in for 2021. However, a common question (more…)
It's day two of the 2021 Women's Summit and we have another great day of content designed exclusively for you. The activities start at 8:00 am PT. (more…)
Get to know our Commissions Team on this week's Tech Hangout! (more…)
Effective January 16, 2021, the new Spanish Financial Transaction Tax (FTT) will be applied to investor-acquired equity securities (more…)
We hope you’re excited to experience the next two days of go-to-market strategies and ideas to create a competitive advantage in (more…)
We are excited to introduce a new blog series called The Travelogue, which will highlight the travel stories and recommendations of (more…)
A new year brings a fresh start, and after 2020, we need that more than ever. You probably have a few resolutions for 2021. (more…)
Fidelity has published their Tax Form Delivery Calendar for tax year 2020. (more…)
Tip: Don’t just wait around for referrals — build a referral network (more…)
The inaugural Women’s Summit is less than a week away! Each day of the conference, January 13-14, features valuable breakout sessions (more…)
During this Advisor Forum, Richard Boone, IDEAL Plan Coaching’s founder, will discuss how you can jump start your business in (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. |
