Atria Taps Former LPL Managing Director to Lead Independent Channel

The DI Wire

December 1, 2022

Atria Wealth Solutions Inc., a wealth management solutions holding company, has named former LPL Financial senior executive William P. Morrissey Jr., as head of the independent channel.

This role was newly created and designed to further expand and advance the firm’s growth in the independent wealth management space, reporting directly to Doug Ketterer, chief executive officer and founding partner.

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