$1.1 Billion Team Joins Atria Wealth Solutions Subsidiary, Cadaret Grant

Wealth Solutions Report | Janeesa Hollingshead

June 7, 2023

Financial advisors Edwin Milner, Laura Palacios and Jason Kurz have joined American Investment Planners (AIP), a Jericho, New York-based branch of Cadaret Grant, an independent broker-dealer and part of the Atria Wealth Solutions network. The trio, previously with Flagstar Bank (formerly Signature Bank), collectively manages approximately $1.1 billion in total client assets.

With AIP they will operate as an independent wealth management team providing comprehensive financial planning, retirement and private wealth management services to high-net-worth individuals, businesses and foundations, according to the company’s release.

Citing both client feedback and recent bank industry difficulties as giving impetus to the move, Palacios, Senior Financial Advisor and Executive Vice President, also counted Atria’s flexible business model and elevated capabilities as major considerations, saying, “Through Atria, Cadaret Grant and AIP will provide us with unparalleled services, solutions and technologies that go far beyond anything we have seen and will help us to create an exceptional experience for our clients.”

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