Sales Support

Get the support you need and the service you want.

In today’s world, your broker-dealer needs to do more than clear your business – they need to help you build your business, as well. Cadaret Grant offers the individualized support that financial professionals need to shift their practice into high gear. From national and regional meetings to on-site visits from our best team members, we can help you with best practices, familiarize yourself and your staff with the best technology, and streamline workflows to provide clients with the best possible support. We stay in touch for you, with tools like our customized bi-monthly publication, The Edge. Our annual Top Advisors Conference (for financial professionals with qualifying gross commissions) and annual Engage Conference are additional ways to stay connected with peers and meet friends old and new.

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.