Triad Advisors Announces That Industry Veteran Mary Flatley Has Joined Company As Vice President, Advisory Services
Experienced Leader to Leverage Deep Understanding of Advisors' Needs to Facilitate Expansion of Fee-Based Business
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.
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SOURCE Triad Advisors, Inc.
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