|
Call us now
Advisor Recruiting: 866-849-7673 Customer Service: 800-821-5100 |
|
The Branch Office Development Department is passionate about spreading word of the benefits of a partnership with Royal Alliance. The Branch Office Development team works together to recruit financial advisors to Royal Alliance and to provide new members with assistance during and after their transition.
![]() |
Kevin Beard Kevin Beard has joined Royal Alliance Associates as Senior Vice President, Recruiting. Kevin joins Royal from the Rehmann Group, where he served as Director, responsible for recruiting and acquisition of wealth management firms, as well as developing strategies on the distribution of platforms within other CPA firms and broker dealers. Previously, Kevin was with Innovative Advanced Resources LLC of San Diego, Pacific Select Group of Newport Beach, VESTAX Securities, ING Advisors Network, National City Bank, and Merrill Lynch. |
![]() |
Debbie Deluca A veteran of the financial services industry for over 14 years, Debbie is positioned to support Royal Alliance’s Branch Managers. She focuses on being a liaison between the Department and the Managing Executives in the field. In addition to her experience in recruiting, Debbie has abundant experience with ACATS and all back office operations. |
![]() |
Laura Wilson Laura Wilson has joined New York City-based Royal Alliance Associates as Branch Office Recruiter and will locate and educate existing Financial Advisors on the benefits of joining Royal Alliance and assist in the transitioning process . Previously, she was Vice President of Recruiting at Degenhardt Consulting, an independent recruiting firm in Jersey City, NJ. In her prior position, Ms. Wilson was responsible for recruiting and transitioning established Financial Advisors to new firms. Her clients included Morgan Stanley Smith Barney, Wells Fargo Advisors, UBS, Hightower Advisors, LPL, and Oppenheimer. Before entering the Financial Services arena, Ms. Wilson worked for over four years in the medical field, selling cancer diagnostics to doctors and hospitals in New York and New Jersey. Ms. Wilson received a BS in Biology at North Georgia College and State University. |
|
Company Hotline
800-821-5100 |
Client Information and Disclosures | About Us | Meeting Your Needs |
|||