ATLANTA, Nov. 9, 2016 /PRNewswire/ -- Triad Advisors,
Inc., the hybrid advisor-focused independent broker-dealer, today
announced that respected industry executive Mary Flatley has joined the company as Vice
President, Advisory Services. Ms. Flatley will work directly with
Triad's independent financial advisors to help them leverage the
company's fee-based advisory platform and grow this segment of
their business with enhanced efficiency. She will also be
responsible for driving continued refinements to the platform based
on feedback from financial advisors, among other duties.
Ms. Flatley brings a diverse and extensive background in the
financial services industry to her new position. Prior to joining
Triad, she served as Director of Partner Development at Lakeview
Capital Partners, and before that was Vice President, Institutional
Research Sales at The Interstate Group, a division of Morgan Keegan. Previously, she served as
Director, Soft Dollar Sales and Vice President, Corporate Syndicate
at SunTrust Robinson Humphrey.
Jeff Rosenthal, President and CEO
of Triad Advisors, said, "We are very pleased that Mary Flatley has joined Triad Advisors as Vice
President, Advisory Services. Triad is committed to providing
independent financial advisors with the industry-leading tools and
resources they need to expand their fee-based business, both in
response to rising client demand and broad industry trends,
including regulatory changes. Mary has a demonstrated track record
of working successfully with financial advisors and strategic
partners alike, and has a profound understanding of advisors'
needs, based on her extensive and distinguished career in this
industry. We welcome Mary to Triad and look forward to all that she
will accomplish as part of our team."
In her new role, Ms. Flatley will provide daily consultative
support to Triad advisors to help them grow their fee-based
business. She will also serve as a liaison to strategic partners in
order to expand advisor access to money managers and other key
third parties. In addition, Ms. Flatley will play an essential role
in advisor business development by providing support for
operational best practices and growth strategies, among other
responsibilities.
Ms. Flatley will report directly to Michael Bryan, Senior Vice President of Advisory
Services. She fills the position previously held by Kiliaen Ludlow, who has transitioned to the role
of Senior Vice President of Relationship Management.
Mary Flatley said, "I am very
excited to join Triad Advisors – one of the fastest-growing firms
in the independent financial services space and a leader in
supporting hybrid advisors – and I am enthusiastic about helping
its advisors expand their fee-based business. My experience in the
financial services sector has given me a powerful appreciation for
what advisors need in order to continue to grow their business, and
I look forward to leveraging that expertise to help further refine
Triad's fee-based platform and services and serve as a liaison to
both our advisors and strategic partners."
About Triad Advisors
Headquartered in Atlanta, GA, Triad Advisors, Inc. is a
national, independent broker-dealer and multi-custodial
SEC-Registered Investment Advisor (RIA) that is an early pioneer
and continued leader in the Hybrid RIA marketplace. The company
provides a comprehensive platform of products, trading and
technology systems, as well as customized wealth management
solutions. Recognized as one of the most successful and
fastest-growing independent broker-dealers in the industry
(including being named the leading broker-dealer for Hybrid RIAs
seven years in a row by Investment Advisor Magazine), Triad
Advisors is a wholly owned subsidiary of Ladenburg Thalmann
Financial Services Inc. (NYSE MKT: LTS). For more information,
please visit www.triad-advisors.com.
Media Contact:
Chris
Clemens / Matthew Griffes
Haven Tower Group LLC
424 652 6520 ext. 102 / 424 652 6520 ext. 103
cclemens@haventower.com or mgriffes@haventower.com
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SOURCE Triad Advisors, Inc.