Ready to go solo?

Benefits of Cadaret, Grant

Balancing the right levels of service, support and technology. Every financial professional thinks about it. Now, is your opportunity to start achieving it with Cadaret Grant. For more than 30 years, we’ve been helping financial professionals balance the independence they want with the service and support they need.

So, free yourself from big brokerage firms and get more control over your service, your support, your tech—and your life.

For a confidential conversation, call Cadaret Grant Recruiting at 800.288.8601.

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.