I’m so excited to invite you to a once-in-a-lifetime experience at the most magical place on earth. (more…)
It’s that time of the year! College bills for the Fall semester are arriving, and you may be thinking of tapping into your retirement savings (more…)
Women are influential financial decision-makers and control significant wealth. Yet many women feel disconnected from their financial (more…)
Tune in on Thursday, July 29 at 1:30 pm PT as we sit down with Danielle Llamas, new head of Advisory Services at WIS. (more…)
National Financial has rolled out a new Home Page Experience on Wealthscape. The design has an updated look and feel (more…)
Tip – Recognize the business needs that technologies can solve (more…)
“Let me think about it…” We’ve all heard this phrase from clients. Too often, this response leads to inaction, which can pose risks to both (more…)
Have you had a long-term care (LTC) discussion with your clients? What are your thoughts about extended care protection? MassMutual (more…)
Cajun French for “Let the good times roll," laissez les bon temps rouler is an expression you'll hear all across South Louisiana, (more…)
Registration for the 2021 Annual Conference is officially open! (more…)
Tip – Up your game to increase account penetration & asset capture. (more…)
Atria's Data Services team assists advisors in making informed decisions by providing quality data in a timely manner via Unio™ (more…)
There’s never been a better time than now for small businesses to set up a retirement plan. In fact, small businesses make up the (more…)
Last week McBride Wealth Management celebrated the grand opening of their new Hollywood office located across the street from (more…)
CPS INSURANCE SERVICES LEARN MORE
Global Allocation Selects Managed Portfolio Strategies (GA Selects) — BlackRock’s newest suite of comprehensive investment (more…)
A surviving spouse has a number of options regarding how to deal with IRAs inherited from his or her deceased spouse. The age of both (more…)
BNY Mellon’s Pershing has updated their Individual Retirement Account (IRA) Custodial Account Agreements, Disclosure Statements and Applications (more…)
Scott Heinila of Producers Choice Network sat down with Andrew Martz in studio to discuss how Andrew has optimized his life and business. (more…)
It was brought to our attention (thank you Deborah Frankel, shown below with her Mom) that the May blog posting regarding Anniversaries was incorrect. (more…)
Tip – Brochures and reports are essential marketing collateral. (more…)
When you contribute to a traditional IRA you make a deal with Uncle Sam. You can get a tax deduction and tax deferral on any earnings (more…)
This is now the third year that WIS President Donald Bizub has been featured in the Los Angeles Business Journal as one of the 500 (more…)
Take a virtual tour of our Downtown San Jose branch! (more…)
Clients are hungry to learn new and innovative ways to grow and protect their investment portfolio. One way to help clients with their wealth (more…)
FSI Covered Advisor is offering quality healthcare for financial advisors and dependents. (more…)
Tip – Create your brand and message by interviewing Centers of Influence. (more…)
Anniversaries are important to us at WIS. This month we're featuring Matt Mogush, Associate Compliance. The celebration of anniversaries gives us an opportunity to remember why we are all here, (more…)
Relive the 2021 virtual conference sessions and learn how to add greater efficiencies to your day. (more…)
While in the San Diego area, Don Biz stopped by the office of father-son advisor duo Bill and Mike Holland of the Holland Group, Inc. (more…)
By now, we all know the SECURE Act outlined a group of people that are still permitted to stretch inherited IRA payments over their own single life (more…)
Our Monthly Advisory Call Series keeps you current and knowledgeable on our sponsor partners' advisory solutions. We encourage you to join (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. |
