William Morrissey Email and Phone Number
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▪ Results-driven Financial Services Executive and Transformation Leader with expertise in launching, growing and managing businesses. Brings deep experience in structuring and overseeing P&Ls, achieving exceptional financial and operational results, developing new business platforms and crisis management. ▪ Trusted member of executive management and Boards, valued for strategic insight, decisive leadership and competency in creating frameworks that ensure businesses succeed. ▪ Collaborative, creative problem-solver respected for ability to drive measurable returns on investment; develop, launch and achieve goals on time and at or below budget; build consensus; and negotiate contracts.▪ Effective recruiter, builder and leader of strong teams, placing the right people in the right positions and empowering them to grow and succeed.▪ Skilled communicator and public speaker, able to clearly explain complex strategies, plans and goals to a wide variety of constituents; sought-after commentator to industry press outlets on thought leadership and industry trends.
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Managing Director And Head Of The Independent ChannelAtria Wealth Solutions Nov 2022 - PresentNew York , New York, Us
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Head Of Wealth ManagementGuardian Life Insurance 2019 - 2021Dhaka, Dhaka, BdServed as President of Park Avenue Securities and President of Guardian Strategic Advisors. Recruited by CEO of Guardian Life Insurance to formulate modern and comprehensive wealth management platform to help support Guardian field representatives meet planning needs of policyholders and clients.▪ Delivered the strategic vision for Guardian to scale its wealth management business, supported by a modern and comprehensive platform to help financial advisors meet the needs of their policyholders and clients.▪ Recruited and onboarded new leadership team of seasoned wealth management executives to help lead evolution of platform.▪ Improved governance and Board-level reporting, providing strategic road map and 2025 Earnings Bridge.▪ Enhanced risk and financial controls.▪ Augmented and enhanced relationships with strategic partners.▪ Modernized wealth management platform offering.▪ Launched separate Registered Investment Advisor, Guardian Strategic Advisors.▪ Deepened research and portfolio analytics capabilities to provide differentiated investment approach for financial advisors and clients.▪ Enhanced digital offering to financial advisors and clients to increase efficiency, lower costs and improve client experience.▪ Broadened high-net-worth offering to include custom wealth management proposals, lending solutions, philanthropic planning, and trustee and estate settlement services.▪ Launched advisor recruiting and succession planning programs. -
Managing Director & Divisional President, Business DevelopmentLpl Financial 2016 - 2018San Diego, Ca, UsReported to CEO; responsible for formulation and execution of enterprise-wide growth strategy and new advisors’ integration into firm. Oversaw promotional budget and managed separate acquisitions budget. ▪ Captured a firm record in assets under management in 2018 and highest in firm’s history (at that point) in 2016 by recruiting seasoned, producing advisors.▪ Significantly improved new advisors’ onboarding experience and reduced ramp time by 50%, doubling Net Promoter Score Survey results.▪ Led largest, most successful acquisition in firm’s history in 2017 (National Planning Holdings). ▪ As member of eight-person LPL Financial Management Committee, developed and executed enterprise-wide three-year strategy. ▪ Consistently led firm in employee engagement scores. ▪ Served as executive sponsor for New Hire Advisor Training Program (sourcing, training and licensing new hires to industry). ▪ Led continued business growth through exploration of new markets and new technology platforms and products, ensuring platform agility. -
Managing Director & Divisional President, Independent Advisor ServicesLpl Financial 2014 - 2016San Diego, Ca, UsOversaw business unit with 11,175 advisors. Led business development and business consulting for all independent advisors and registered investment advisors. Directed team of 200 with P&L responsibility for LPL Independent Channel.▪ Retained and meaningfully increased revenue despite strong industry and regulatory headwinds. ▪ Maintained industry-leading advisor retention rate of 97%, surmounting leadership changes, significant regulatory action and delayed technology rollout. ▪ Ensured excellence of ongoing Employee Training Program. ▪ Led team that achieved highest company employee engagement scores.▪ Consistently exceeded advisor recruiting targets at or below promotional budget.▪ Developed and launched suite of consulting tools and growth programs that delivered significant measurable organic growth.▪ Launched advisor succession planning team that facilitated seller succession acquisitions to ensure retention of Gross Dealer Concession (GDC) and EBITDA.▪ Provided thought leadership by serving as frequent keynote speaker at LPL Advisor events, such as annual LPL sales conference attended by 5,000 to 7,000 industry members; through speaking engagements at industry conferences; and by creating and maintaining strong social media presence.
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Executive Vice President, Business Development, Independent Advisor ServicesLpl Financial 2007 - 2014San Diego, Ca, UsLed recruitment of all advisors and their practices, with P&L responsibility for top-line revenue goals and budget. Led national team of 60 external Business Development Consultants and support staff.▪ Grew LPL’s revenue by 120% by optimizing recruiting, onboarding, integration and training of new hires.▪ Consistently exceeded top-line revenue goals at or below promotional budget.▪ Had highest employee engagement scores.▪ Created and scaled model to recruit across all four channels and led team to capitalize on increased market disruption and event-driven opportunities.▪ Added 2,947 net new advisors and associated revenue, significantly expanding firm’s target market.▪ Recruited more new advisor relationships than next seven largest independent broker-dealers on a combined basis.▪ Intricately involved in 12 broker dealer acquisitions. ▪ Launched hybrid RIA custodial platform in 2008.
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Senior Vice President, Advisory Consulting ServicesLpl Financial 2004 - 2007San Diego, Ca, UsBuilt institutional framework for largest advisory platform within independent broker-dealer industry. Oversaw platform development, management, support, sales and professional education. Led team of 25; P&L responsibility for Discretionary and Centrally Rebalance Platforms. ▪ Generated growth of LPL’s advisory assets under management, significantly improving return on firm’s assets. ▪ Helped advisors transition from a transactional business model to a fee-based advisory model through the creation of an institutional practice management approach. ▪ Enhanced advisors’ practice management efficiency by launching LPL’s Private Wealth Portfolio and Optimum Market Portfolio platforms. ▪ Recruited team of 16 investment management consultants to market LPL’s fee-based platforms and provide sales support to all LPL-affiliated financial advisors. ▪ Consistently led firm in employee engagement scores. ▪ Developed suite of diagnostic and platform management support tools.
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Senior Vice President, Institutional ServicesFidelity Investments 2000 - 2002Boston, Ma, Us -
Senior Vice President, District Trust ManagerMerrill Lynch 2000 - 2000New York, Ny, Us -
Positions Of Increasing ResponsibilityFidelity Investments 1986 - 1999Boston, Ma, Us
William Morrissey Skills
William Morrissey Education Details
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Boston CollegePolitical Science -
Stanford University
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Harvard Business School Executive Education
Frequently Asked Questions about William Morrissey
What company does William Morrissey work for?
William Morrissey works for Atria Wealth Solutions
What is William Morrissey's role at the current company?
William Morrissey's current role is Head of Atria's Independent Channel.
What is William Morrissey's email address?
William Morrissey's email address is wi****@****lpl.com
What is William Morrissey's direct phone number?
William Morrissey's direct phone number is (773) 763*****
What schools did William Morrissey attend?
William Morrissey attended Boston College, Stanford University, Harvard Business School Executive Education.
What skills is William Morrissey known for?
William Morrissey has skills like Series 7, Asset Management, Investments, Series 63, Alternative Investments, Mutual Funds, Retirement Planning, Wealth Management, Investment Advisory, Series 24, Asset Allocation, Strategic Financial Planning.
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