Realta Wealth, an exclusive independent wealth management firm, announced the appointment of Abbey Eastham as Head of Advisor Relations. Reporting to CEO Kevin Keefe, Eastham will enhance the relationship between Realta and its network of elite independent financial advisors in this newly created role.
Eastham will gather/implement advisor feedback, address escalated issues from the field, and oversee the firm’s Strategic Advisory Council of top advisors to deliver and sustain an exceptional advisor experience. Plus, she will also partner with internal departments to ensure premier service delivery to advisors and develop programs and initiatives to improve the overall advisor experience continuously.
Eastham has over 15 years of industry experience and has worked at some of the largest firms in the independent space. Prior to joining Realta, Eastham was a Senior Investment Solutions Manager at Cetera Financial Group and a Senior Vice President of Advisor Relations at First Allied Securities.
KEY QUOTES:
“We continue to build a strong leadership team at Realta by adding highly accomplished executives from across the wealth management space. As a firm, we are delivering to our affiliated advisors all the essential benefits of an authentic independent provider, and to do this consistently, we need to listen and build trust by acting on their feedback. Abbey is a seasoned pro who will be a fierce advocate for our advisors, ensuring their voices are at the forefront when we make decisions about enhancing our offerings and allocating resources here to provide an exceptional advisor experience. With hard-won expertise and a stellar reputation, Abbey is the right person to deepen advisor relationships as Realta charts its course for the future. We are excited she chose to join us and look forward to all we will accomplish together.”
-CEO Kevin Keefe
“I am thrilled to begin the next chapter of my career with Realta at such an exciting time for the firm. I love helping independent financial advisors grow their businesses and care for their clients. At Realta, I will ensure advisors receive the high-touch, bespoke service experience they deserve. It’s great to be part of such an impressive team of dedicated industry leaders.”
-Abbey Eastham
