Call us now
Advisor Recruiting: 866-849-7673
Customer Service: 800-821-5100

Meet the Team

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
EVP of Recruiting, AIG Advisor Group
800.821.5100 ext. 5406
kbeard@advisorgroup.com

Previously, Senior Vice President of Recruiting for Royal Alliance, Kevin will now serve as Executive Vice President, Recruiting and Acquisition Strategy for AIG Advisor Group. Kevin joined 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.

Lisa Dion

Lisa Dion
Vice President, Recruiting – Royal Alliance Associates, Inc.
800-821-5100 ext 5945
LDion@royalAlliance.com

Lisa Dion is Vice President of Recruiting for Royal Alliance. She supports the recruiting efforts for new advisors and branch offices joining Royal as well as assists the "in house" recruiting efforts for those in the Western Region. Lisa has been with Royal Alliance for the past 13 years serving in both the Northeast and Western Regions. She began her tenure in the Regional Management Department and most recently was the VP of Business Development for the Western Region. In her former role she was a conduit for corporate communications, succession planning and the implementation of business management and development tools for advisors. Lisa joined Royal Alliance in 2000 and draws upon her 17 years experience in the financial services industry to provide tools that focus on business building strategies and recruiting. Lisa attended the University of Connecticut and holds a Bachelor of Science in Finance along with the Series 63, 51, 7, and 24.

Debbie Deluca

Debbie Deluca
Internal Recruiter
(212) 551-5589
ddeluca@royalalliance.com

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.

Rona Franzreb

Rona Franzreb
Transition and Business Development Manager
800-821-5100 ext. 5692
rfranzreb@royalalliance.com

As Transition and Business Development Manager for Royal Alliance, Rona is responsible for the transition of newly affiliated advisors to the firm. A seven-year veteran of Royal Alliance, Rona has extensive experience in operations, advisor support and project management. Rona attended St. John’s University, holds the Series 99 registration, and is a Certified IRA Service Professional.

 
Company Hotline

800-821-5100

Connect With Us

Facebook Twitter YouTube

Share |

Client Information and Disclosures | About Us | Meeting Your Needs
Helping You Grow | Making the Move | Royal Alliance Blog | FAQ | Contact Us
Terms & Conditions | Join Royal Alliance |
© Royal Alliance Associates, Inc. 2014

Securities and investment advisory services offered through Royal Alliance Associates, Inc., member FINRA, SIPC and registered investment adviser.

Securities may lose value. Not FDIC/ NCUA insured. Not Bank or Credit Union guaranteed.

Arizona Alaska Alabama Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming