AtriaWealth
William Morrissey currently serves as Managing Director and Head of the Independent Channel at Atria Wealth Solutions since November 2022. Previously, William held the position of Head of Wealth Management at Guardian Life Insurance, where responsibilities included serving as President of Park Avenue Securities and Guardian Strategic Advisors, focusing on the development of a comprehensive wealth management platform. William's extensive experience at LPL Financial spanned from 2004 to 2018, where roles included Managing Director & Divisional President for Business Development and Independent Advisor Services, as well as Executive Vice President, overseeing advisor recruitment and business development. Prior positions at Fidelity Investments and Merrill Lynch further contributed to William's robust career in financial services. William earned a Bachelor of Science degree in Political Science from Boston College and continued professional development at Stanford University and Harvard Business School.
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