800.288.8601
Bill Morrissey

Bill Morrissey

An architect for success in independent wealth management.

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.

Over the course of my career, I’ve had the great privilege of building and executing any number of growth strategies, focused on the advisor and helping the advisor do a better job of supporting the wealth management needs of their clients.

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Cadaret Grant & Co., Inc. (“Cadaret Grant”) is a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Atria Wealth Solutions, Inc. (“Atria”) is not a registered broker-dealer or Registered Investment Advisor and does not provide investment advice. Cadaret Grant is a subsidiary of Atria.

Office

100 Madison Street
Suite 1300
Syracuse, NY 13202

Call Us: 800.288.8601

Media Inquiries

Haven Tower Group
Julian Arenzon
424 317 4861
jarenzon@haventower.com

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Doug Ketterer

Chief Executive Officer and Founding Partner

The vision and influence to advance an industry. Doug is passionate about the value of personal advice. He believes that customized solutions created by one advisor, working with one client, aren’t just the core of wealth management—but the key to its future. A well-known Wall Street thought leader with over 30 years in the industry, Doug is a sought-after source of ideas that elevate the advisor-client experience. With insight gained as a long-time Morgan Stanley executive, and a clear-eyed commitment to the principles he preaches, Doug is in the right place to lead Atria, its subsidiaries—and the advisors they serve—to a better future.