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Atria Wealth Solutions Adds Former Cetera and Edward Jones Team with $175 in Client Assets

Atria Wealth Solutions Adds Former Cetera and Edward Jones Team with $175 in Client Assets. Alternative Investments, Advisor, Adviser, Investment, Investing, Land, Broker, Broker-Dealer, Brokerage, Financial Advisor, Financial Services, Investment Advisor, Atria, Wealth Management, Cetera, Edward Jones

Atria Wealth Solutions Inc., a wealth management solutions holding company, announced the addition of Gaschen, Berlingeri & Casebolt, to its subsidiary, Cadaret Grant.

Atria says that the Lubbock, Texas-based team oversees more than $175 million in client assets.

Paul Gaschen and Angel Berlingeri, who originally co-founded Gaschen, Berlingeri and Associates, along with Jonathan “Jon” Casebolt, have decades of experience in multi-generational wealth planning and providing strategic growth and transition solutions for small business owners. According to a release from Atria, their decision to join Cadaret Grant was driven by the desire to partner with a firm that offers tailored solutions for their diverse client base and supports their future business ambitions with innovative resources.

The team provides a broad range of wealth management services to their clients, including investment management, financial and estate planning, and insurance. Gaschen, Berlingeri & Casebolt work closely with estate planning attorneys, CPAs, realtors, and other professionals to provide solutions that meet the complex needs of their clients.

Bill Morrissey, head of Atria’s independent channel, said, “We are thrilled to welcome Paul, Angel, and Jon to Cadaret Grant and the Atria family. Their comprehensive wealth management approach and dedication to their clients match our capability set and culture at Atria. We look forward to our partnership and supporting their growth and evolution.”

Gaschen shared his perspective on the transition, saying, “Joining Cadaret Grant and Atria is a key step for us. Their innovative approach and tailored support are exactly what we need to meet our ambitious goals to expand and refine our practice.”

Berlingeri expressed a similar sentiment, commenting, “We are very excited about this move to the Atria family because it represents a strategic advancement for our firm and how we support and engage with our clients.”

Casebolt added, “Partnering with Atria gives us advanced tools that will significantly improve our client service capabilities. This partnership is exciting for us as it demonstrates Atria’s commitment to empowering independent financial professionals like us with the resources and support needed to excel in our mission.”

Gaschen, Berlingeri & Casebolt was previously with Cetera Advisors and Edward Jones.

This addition follows closely on Atria’s recent acquisition of the former Kestra firm, Grove Point Financial LLC, as was reported by The DI Wire.

Atria has six broker-dealer subsidiaries: Cadaret Grant & Co. Inc., NEXT Financial Group Inc., Western International Securities Inc., SCF Securities Inc., CUSO Financial Services L.P., and Sorrento Pacific Financial LLC. Atria’s subsidiaries together support approximately 2,700 financial professionals and nearly $120 billion of assets under administration.

Established in 1985, Cadaret Grant & Co, Inc. is an independent wealth management firm serving more than 700 independent financial professionals nationwide from its headquarters in Syracuse, New York.

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