Anniversaries are important to us at WIS, this month we're featuring Linda Brosche, Director Account Services. The celebration of anniversaries gives us an opportunity to remember why we are all here, (more…)
One of the cardinal sins you can commit with an IRA rollover is to run afoul of the IRS “once-per-year” rollover rule. Violating that rule triggers (more…)
Global Allocation Selects Managed Portfolio Strategies (GA Selects) — BlackRock’s newest suite of comprehensive investment solutions (more…)
The clock is ticking! Don't forget to share your feedback — you just might score yourself a $300 American Express gift card! (more…)
You are invited to this exclusive one-day virtual conference designed specifically for you and fellow support staff from offices across (more…)
The SECURE Act may have upended the rules for inherited IRAs, but the rules for spouse beneficiaries remain as advantageous as ever. (more…)
You won't want to miss this interactive virtual meeting featuring top-rated motivational speaker and bestselling author, Dr. Kevin Elko! (more…)
Please join Brian Nelson, Head of Practice Management, your peers and several industry thought leaders for this interactive virtual meeting (more…)
Join us on this week's tech podcast where Rinaldo and Jay will be going over how to recognize phishing emails as well as analyzing (more…)
The 2021 Advisor Satisfaction Survey closes this Friday, May 28. Complete it now and earn a chance to win a $300 American Express gift card! (more…)
In observance of the Memorial Day holiday, WIS and all financial markets will be closed Monday, May 31, 2021. (more…)
Tip – Hosting events enhances client relationships and develops new business. (more…)
The Glendora Chamber of Commerce sponsored a ribbon cutting ceremony for Arrowhead Wealth Advisors’ newest location. (more…)
Last week, she won a gold medal. Today at 7:00 pm ET/6:00 pm CT/4:00 pm PT, she’ll inspire your clients with her incredible journey from (more…)
Turn off your webcam. Log out of Zoom. Shut down that Webex meeting. The Annual Conference is back – IN PERSON! (more…)
Please join Jim Brown, VP, Practice Management Consultant, on Thursday, May 27 at 11:00 am PT, for an exclusive webinar featuring (more…)
Thank you to everyone who participated in the May 13 Practice Management virtual meeting! We appreciate your time and hope you gained (more…)
Nationwide recently made significant enhancements to their New Heights Select series of fixed indexed annuities, one of the best-selling (more…)
It’s not too late to invite your clients to hear Melissa Stockwell’s incredible story this Thursday, May 20, at 7:00 pm ET/6:00 pm CT/4:00 pm PT (more…)
We are excited to announce that we are launching a new viewing preferences feature for the blog! You can now (more…)
Tip – CPA strategic alliances will grow your advisory business exponentially. (more…)
Woodland Hills, CA rep Marc Tucker shows off his self-defense moves in an upcoming issue of Black Belt, the world’s leading magazine (more…)
As we inch toward the extended 2020 tax deadline of May 17, many filers are still laboring over their returns. Some are completing the final return (more…)
Having recently joined WIS, registered rep John Reagan of Reagan Wealth Management snapped a selfie on his first day at (more…)
Please join Brian Nelson, Head of Practice Management, your peers and several industry thought leaders today, (more…)
A roadside bomb hit Second Lieutenant Melissa Stockwell’s HUMVEE in Baghdad on April 13, 2004. The first female American soldier to lose a limb in (more…)
We are a day away from this week's interactive virtual meeting featuring a can't-miss panel of industry thought leaders! (more…)
With all the recent changes to IRAs under the SECURE Act [i.e., required minimum distribution (RMD) age raised to 72, new rules for (more…)
Share your feedback, earn a chance to win a $300 American Express gift card! (more…)
Don't miss this Thursday's interactive virtual meeting featuring a panel of your peers from across the Atria family! (more…)
Effective immediately and until further notice, Pershing has announced they will not provide asset valuation or facilitate incoming transfers (more…)
Tip: Use social media to attract new clients. (more…)
CPS INSURANCE SERVICES LEARN MORE
The annuity and insurance marketplace is constantly evolving and savvy financial professionals need to be aware of (more…)
WIS wishes all moms and moms-to-be a Happy Mother's Day weekend! As we honor moms and all their contributions to our lives (more…)
You only have one week left to register for this interactive virtual meeting with best-selling author Richard Weylman! (more…)
Upon sign in to Wealthscape Investor SM (or your firm's customer brokerage site), an Accounts panel provides a summary (more…)
On this week's tech podcast, we’re partnering with Richard Boone, President and author of the IDEAL Plan Coaching weekly column. (more…)
TRUCHOICE FINANCIAL LEARN 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. |
