We are excited to announce that the 2021 Support Team Forum will be held virtually once again on June 15! Expanding on the successful (more…)
There are always questions as to the correct way to handle the required minimum distribution (RMD) for the year of death (more…)
Our Monthly Advisory Call Series was created to keep you current and knowledgeable on our sponsor partners' advisory solutions (more…)
Life Insurance has compelling characteristics for long-term savers. As a tax-advantaged asset class that is versatile and largely unaffected (more…)
Thank you to everyone who participated in the April 20 Practice Management virtual meeting! We greatly appreciated your time, (more…)
Doug Drenckpohl, Account Manager at MyRepChat, will be guesting on this week's tech podcast to walk you through how to (more…)
In December 2020 Pershing introduced a redesigned single order entry features to the NetX360® platform with a focus (more…)
Tip: Drive up profitability by mastering your service matrix. (more…)
Help us improve your experience for an opportunity to win a $300 American Express gift card! (more…)
Below is IRA contribution information regarding National Financial (NFS) Premier Select IRAs. The IRS has extended the 2020 (more…)
On April 22, 2021 Wealthscape began showing the NFS (Fidelity) Interest Rate link in the Margin Balances section on the (more…)
Our Client Appreciation Event Series offers you a unique avenue to connect with clients and build relationships with prospects. (more…)
When clients think about retirement plans, many focus on the pre-retirement accumulation phase. However, a critical piece of (more…)
Please join us on Wednesday, April 28, 2021, at 9:00 am PT, as Laird Johnson, Senior Director of Advanced Markets at (more…)
While there's no Tech Hangout this week, you can still get your weekly dose of tech-knowledge by viewing the Training Videos (more…)
Please join us on Tuesday, May 4, 2021, at 10:00 am PT, as we co-host Professor Roger Ibbotson, Chairman, Chief Investment Officer (more…)
Please join us next week, Thursday, April 22 at 11:30 am PT for an Advisor Forum hosted by PIMCO on client discovery (more…)
What do springtime and The Edge have in common? You guessed it - both are synonymous with growth. So, we felt there was no (more…)
Tip: Co-creating your client experience boosts retention and advocacy. (more…)
As qualified retirement plans have grown in popularity over the years, data suggest there is a growing trend of Americans entering (more…)
If you weren't able to attend our most recent podcast, you missed a great discussion with Sean Meighan, Head of Advisory (more…)
Advisory Services offers Investment Advisor Representatives (IARs) the ability to recommend the programs they believe are best (more…)
Required minimum distributions (RMDs) were waived for 2020 but they are back now for 2021. This includes the RMD for the (more…)
Join us tomorrow, Wednesday, April 14 at 1:30 pm PT for a special Tech Hangout with Sean Meighan, Head of Advisory (more…)
DALBAR's Trends and Best Practices Report has rated Pershing earned top honors for their brokerage statement. (more…)
Pershing is introducing redesigned single order entry features to the NetX360® platform with a focus on enhancing the (more…)
A registered index-linked annuity (RILA) is one of the fastest-growing segments within the annuity marketplace. Yet, many (more…)
Tip: Make a bigger impact on your clients by building a professional team. (more…)
This communication details information regarding retirement account contribution deadlines and processing information (more…)
Our Monthly Advisory Call Series was created to keep you current and knowledgeable on our Strategic Partners' advisory (more…)
The WIS Client Agreement (V19) has been updated to include the most current version of the Form CRS and Brokerage Service (more…)
Secure your spot for this interactive virtual meeting! Please join Brian Nelson, Head of Practice Management, your peers and (more…)
We’ve received multiple Office365 phishing emails recently, compelling us to remind you all to be extra cautious and diligent. (more…)
Anniversaries are important to us at WIS, this month we're featuring Ashley Armenta. The celebration of anniversaries gives us an opportunity to remember why we are all here, (more…)
Join Kevin Zhang, Offshore Sales Executive at Franklin Templeton Offshore, on Thursday, April 8 at 11:30 am PT as he (more…)
Tip: Effective pipeline management boosts your sales conversion rate. (more…)
Retirement can be risky, and it’s essential to understand the financial risks to prepare for. Investors are increasingly looking for (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. |
