Broker/dealer launches jumbo mortgage loan program

by Francis Monfort25 Nov 2018

Cadaret Grant & Co. has launched a jumbo mortgage loan and lending program for advisors and their clients through a strategic partnership with BNY Mellon.

With the launch, Cadaret Grant advisors will have the ability to structure personalized lending offerings to meet the needs of their high-net-worth clients and become a key component in delivering comprehensive financial solutions.

“This most recent addition to the Cadaret Grant product platform signifies our aggressive advances in supporting advisors with solutions they need to best serve their clients,” said Doug Ketterer, CEO and president of Cadaret Grant and CEO and co-founder of Atria Wealth Solutions. “Our mission is to partner with financial advisors to determine how we can best support them in their practices and deliver the needed capabilities as quickly and efficiently as possible. A suite of lending capabilities is just one example.”

Cadaret Grant is a subsidiary of Atria Wealth Solutions.

Cadaret Grant advisors will now have the ability to offer jumbo mortgage and lending solutions to meet the specific needs of their high-net-worth clients, with the offerings providing flexible access to funds for financial opportunities, unexpected life events, or strategic financial positioning.

“We are proud to have partnered with BNY Mellon, the nation’s oldest, and one of the most respected, private banks, to help our advisors expand the breadth and depth of their client relationships,” said John Picone, Atria’s head of investment solutions. “It’s another step in our continued strategy to reinforce Cadaret Grant’s unparalleled commitment to providing advisors with high-quality differentiated solutions.”