Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, announced the recruitment of Edwin Milner, Laura Palacios and Jason Kurz from Flagstar Bank (formerly Signature Bank) to Atria subsidiary Cadaret Grant. Managing nearly $1.1 billion in total client assets, they will be an independent wealth management team associated with Cadaret Grant’s largest branch – American Investment Planners (AIP), based in Jericho, New York. Milner, Palacios and Kurz provide comprehensive financial planning, retirement and private wealth management services to high-net-worth individuals, businesses and foundations.
“Our business is built on open and honest relationships with our clients, and we owed it to them to offer more robust investment solutions and better technology while still providing the tailored high-touch service they are accustomed to,” said Laura Palacios, Senior Financial Advisor and Executive Vice President. “Feedback from our clients, as well as the recent bank challenges, prompted us to seek a partner who understands our vision and has the capabilities and resources to help us realize that vision. Through Atria, Cadaret Grant and AIP will provide us with unparalleled services, solutions and technologies that go far beyond anything we have seen and will help us to create an exceptional experience for our clients,” added Palacios.
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