Former LPL President Bill Morrissey Rides Again – With Atria

Wealth Solutions Report | Julius Buchanan

November 30, 2022

Former LPL Financial Leader Named Managing Director, Head of Independent Channel At Private Equity-Backed Atria


Atria Wealth Solutions announced the creation of the role of Head of the Independent Channel, appointing LPL Financial and Fidelity veteran Bill Morrissey to the role and as a Managing Director of the firm.

Morrissey, who is widely credited for architecting a significant portion of LPL’s growth over the past decade, served as its Divisional President of Independent Advisor Services from 2014 to 2015, and then as the firm’s Divisional President of Business Development from 2016 through 2018, before retiring from the company.

In the newly designed role, Morrissey will expand and advance the firm’s growth in the independent wealth management space, reporting directly to Doug Ketterer, the CEO and a Founding Partner of Atria.

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