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May 31, 2023 at 03:00 PM
Atria Wealth Solutions said Wednesday it recruited an advisor team managing almost $1.1 billion in client assets from Flagstar Bank, the New York Community Bank subsidiary that recently bought almost all of failed Signature Bank’s deposits and $38.4 billion of its assets.
The three-person advisor team — made up of Edwin Milner, Laura Palacios and Jason Kurz — will be an independent wealth management team associated with Cadaret Grant’s largest branch, American Investment Planners, based in Jericho, New York, on Long Island.
Milner, Palacios and Kurz provide comprehensive financial planning, retirement and private wealth management services to high-net-worth individual investors, businesses and foundations.
The team “owed it to” clients to “offer more robust investment solutions and better technology while still providing the tailored high-touch service they are accustomed to,” according to 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,” she said in a statement.
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,” she added.
