Tune in tomorrow, Wednesday, September 1 at 1:15pm PT to the annual Advisor Satisfaction Survey Drawing to find out if you’ll (more…)
Much has been written about the safe withdrawal rate in recent years and whether the historical industry-accepted rates are (more…)
Tip – Better understanding of your brand creates more opportunity (more…)
The decision whether to hold our annual conference is one we’ve anguished over for weeks, waiting until the last possible (more…)
Recently, I had a conversation with an advisor who wanted a second opinion. He disagreed with how a 401(k) custodian was handling (more…)
It’s back to school time! Any parent will tell you that education can be expensive. You cannot afford to miss out on any possible option (more…)
Regardless of whether you open an IRA, participate in a 401(k) plan, buy a life insurance policy, or start a college saving plan for a child, t (more…)
Join us this Thursday, August 26 at 1:30 pm PT as we chat with Linda Brosche, Vice President of Account Services. (more…)
With many consumers concerned about the potential increase in tax rates, clients seek tax diversification solutions in the (more…)
Tip – Client management and optimization drives business value (more…)
A Qualified Charitable Distribution (QCD) is a way for you to move funds out of your IRA to a qualifying charity income tax free. (more…)
Meet Kaitlyn Lee, the new administrative assistant to WIS advisor George Sinanis. (more…)
Barry Knight in our Houston home office has a special video message for you about ENGAGE2021. (more…)
National Financial Services LLC (NFS) conducts an annual purge from its name and address database of certain accounts that are both inactive (more…)
Suppose you inherit 401(k) (or other ERISA plan) funds and then file for bankruptcy before receiving those funds. Can you lose (more…)
Fidelity has announced key dates & deadlines for the Premiere Select Retirement Account Annual Maintenance Fees billing. (more…)
I have a special video message for you about ENGAGE2021. (more…)
Dave Bibo, Head of Business Development, enjoyed a game of golf with Don Johnson at Edgewood Golf Course in South Lake Tahoe (more…)
Tip – How you attract & serve clients drives business value (more…)
TRUCHOICE FINANCIAL LEARN MORE
We are excited to share some important announcements and information with you during our enterprise-wide financial professional call (more…)
We are just 45 days away from this year’s annual conference at Walt Disney Swan and Dolphin Resort in Orlando, Florida! (more…)
Effective September 7, 2021, Pershing will no longer accept buy orders in certain U.S. over-the-counter (OTC) securities as a result of (more…)
Scott Heinila of Producers Choice Network invited Bill McBride in the studio for a discussion about how Bill has optimized his resources and (more…)
In the early 2000s, the Oakland Athletics baseball team made a bold change to their scouting practices. Their goals were to improve (more…)
On our final night together during ENGAGE2021, Disney will close the gates of Star Wars: Galaxy’s Edge to the public and give us private, (more…)
As fixed indexed annuities continue to be a growing market segment, Athene has secured the rank of #1 distributor in the (more…)
We all know that if you want tax-free earnings in your Roth IRA, you must wait five-years. The Roth IRA owner has to have some (more…)
Tip – Structure your business to enhance its value (more…)
We have great news! We are extending the early bird registration fee for two weeks. Why? (more…)
Pasadena rep Trevor Kleineahlbrandt is the proud owner of a 1999 BMW 740iL. (more…)
$30 trillion will pass to the next generation over the next 30 years. We are excited to invite you to this timely webinar to prepare (more…)
I’m excited to announce our September Client Appreciation Event — a virtual event in our quarterly Client Appreciation (more…)
Cary Margolis of Compliance loves to go to Target during his break, (more…)
We are so excited for you to step into the new pavilion at ENGAGE2021. It is an entirely reinvented conference experience designed to (more…)
Anniversaries are important to us at WIS. This month we're featuring Paul Comi, Vice President Equity Trading. The celebration of anniversaries gives us an opportunity to remember why we are all here, (more…)
It’s no surprise that Ed Slott is known as “America’s IRA Expert” and is called “The Best Source for IRA Advice” by The Wall Street Journal. (more…)
You may be familiar with Health Savings Accounts (HSAs). These accounts have been around now for a while. (more…)
Meet Alicia Braun, a new, part-time Operations Associate Team Member with Masters Advisory Partners (MAP), (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. |
