Recognition Club Conference

Be recognized for your success.

We recognize and celebrate success. Each year, Cadaret Grant’s top financial professionals gather for several days of luxurious accommodations, top-notch treatment, exciting activities — and a breath of relaxation.

In power-packed morning sessions with industry leaders, top financial professionals have a chance to talk about what’s working and industry trends. They then have the rest of the day to relax and explore with their spouse or guest.

Financial professionals who meet production requirements to attend receive first class, all-inclusive amenities at some of the country’s premier destinations.

Past locations include:

  • The Fairmont Southampton in Southampton, Bermuda
  • Hyatt Regency Lost Pines Resort and Spa in Austin, Texas
  • Ocean Reef Club, Ocean Reef, Florida
  • The Boca Raton Resort and Club in Boca Raton, Florida
  • The Fairmont Scottsdale Princess in Scottsdale, Arizona
  • Gaylord Opryland in Nashville, Tennessee
  • The Ritz-Carlton in Orlando, Florida
  • Marco Island Marriott Resort, Golf Club & Spa in Marco Island, Florida
  • Hilton Head Marriott Beach & Golf Resort in Hilton Head, South Carolina
  • Four Seasons Resort Orlando at Walt Disney World Resort in Orlando, Florida

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.