On Friday, April 2, 2020, WIS and the stock market will be closed in observance of Good Friday. However, the bond (more…)
Join us today, Wednesday, March 31 at 1:30 pm PT as we close out the month with a tech podcast focused on DocuSign best practices. (more…)
MoneyGuideElite, Riskalyze and Albridge are three of the most useful FinTech solutions available to financial professionals today. (more…)
In honor of Women's History Month, join us for a panel discussion on Tuesday, March 30 at 9:00 am PT with MFS senior female leaders (more…)
Tip: Asking for referrals the right way will grow your business. (more…)
We are excited to announce a new partnership with The Pinnacle Group, a creative strategy and marketing firm specializing in (more…)
As part of their continued “Go Digital” efforts, Pershing will discontinue the physical mailing of retirement account maintenance (more…)
We’ve been getting a number of questions lately about whether it’s too late to set up a new solo 401(k) plan for 2020. (more…)
Want to view past editions of The Edge? Our new landing page makes it easier than ever. (more…)
Nearly 10,000 Americans turn age 65 each day, and their life expectancy is increasing by 2.5 years every decade. At this rate, the (more…)
Building on over two decades of partnership with Atria's broker-dealers, Simplicity Financial Distributors is the newest (more…)
Tip: Mastering conversational marketing makes people want to work with you. (more…)
Join us on Wednesday, March 24 at 1:30 pm PT on our weekly tech podcast as we continue the conversation about the new WIS (more…)
Taxpayers will have until May 17 to file their federal taxes, the IRS announced Wednesday, amid the continuing coronavirus (more…)
Please join us for a webinar on Wednesday, March 31, at 9:00 am PT where we will focus on Five Timely Planning (more…)
Producers Choice Network (PCN) is proud to announce an Exclusive Offer* which provides financial planning professionals and (more…)
For an area as highly regulated as IRAs and company plans, it’s not surprising that there’s a ton of abbreviated terms to keep (more…)
WIS Advisor Richard Lipprand of Omaha, Nebraska welcomed triplets to his family on January 8, 2021. (more…)
Among an increasing number of investors and portfolio managers, bitcoin is considered a legitimate and distinct asset class, (more…)
Tip: You can attract new clients with a brand that shows your value. (more…)
On Tuesday, March 9, the U.S. House of Representatives passed the Protecting the Right to Organize (PRO) Act. (more…)
John Egan passed away on March 4, 2021. He had contracted COVID-19 in late December but had been recovering well (more…)
Learn how to instantly increase your client’s legacy using Oxford Life Prosperity Select: Single Premium Life (more…)
It's Women's History Month and we're excited to celebrate with an assortment of events and resources curated to empower women (more…)
Don’t miss the opportunity to invest in today’s transition economy with the latest closed-end fund initial public offering (IPO) by (more…)
Our latest edition of The Travelogue highlights Mary Daniel of our Cashiering Team and her vacation to the majestic state of (more…)
Join us today, Wednesday, March 10 at 1:30 pm PT on our weekly tech podcast as we cover all the items on the new WIS / Atria (more…)
When we think of rollovers, we normally think of moving funds from a 401(k) (or other company plan) to an IRA. But it sometimes (more…)
If you received an email stating that your device(s) failed one of our cybersecurity requirements, this is your reminder to (more…)
Anniversaries are important to us at WIS because it gives us an opportunity to remember why we are all here: (more…)
The SharesPost 100 Fund (PIIVX, PRIVX) is a 1940 Act, closed-end interval fund that seeks to invest in private, late-stage, (more…)
On Monday, March 15, at 11:00 am PT, please join us for an inspiring conversation with Lauren Johnson, former athlete and (more…)
Tip: The key to a successful partnership is a shared vision. (more…)
We are excited to offer a webinar on securities-based lending solutions in partnership with Pershing on (more…)
On February 25, National Financial (NFS) mailed a letter for accounts that were reviewed for a potential 990-T filing requirement. (more…)
Our Monthly Advisory Call Series was created to keep you current and knowledgeable on our Strategic Partners' advisory solutions. (more…)
Introducing Mary Daniels's puppy Habibi. Habibi is a blue and brindle French Bulldog whose name translates to "my love" in Arabic. (more…)
It's the final countdown! If your device(s) failed one of our cybersecurity requirements, you will not able to access our website. Join us (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. |
