Realta Wealth recently announced the appointment of wealth management veteran Paul Tyler as a Senior Vice President and Director of Business Development.
Tyler will lead Realta’s national recruiting efforts seeking financial professionals currently affiliated with large independent platforms who are looking for a firm with a boutique culture and bespoke service model. He will report directly to CEO Kevin Keefe.
“As Realta continues to enhance its offerings to advisors, it’s important that we are actively out in the marketplace telling our story,” Keefe said. “Paul has the experience and talent to take our recruiting efforts to the next level. His track record of recruiting success and in-depth and current knowledge of the needs and wants of the type of elite advisors we are looking to attract, make him the perfect choice for this critical position.”
Tyler will lead Realta’s business development team and be involved in the full recruitment cycle, from building a pipeline and coordinating home office visits to closing agreements with new advisors.
Before joining Realta, Tyler worked over 16 years at Ameriprise, rising to Regional Director of Experienced Advisor Recruiting.
“Realta is a firm on the move, and I am thrilled to be here at this inflection point for our industry,” Tyler said. “With large independent broker-dealers giving up their cultures for the sake of building scale, many advisors want to make a change. Realta is committed to becoming the destination of choice for accomplished advisors on the move who want the personal connections and exceptional service experience of a partner investing in their future and sees them as much more than just another rep code.”
Previously known as CoastalOne, the firm rebranded to Realta Wealth in January. Tyler is the latest addition to Realta’s leadership bench, following Tim Bowman, who joined as CFO in March.
Michael Madden, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at mmadden@wealthsolutionsreport.com.
