Abbey Eastham is the latest executive to join to Realta Wealth. The former Cetera executive will take on the newly created role of Head of Advisor Relations, reporting to CEO Kevin Keefe. Eastham was brought on to enhance the relationship between Realta and its network of independent financial advisors.
“We continue to build a strong leadership team at Realta by adding highly accomplished executives from across the wealth management space,” Keefe said in a statement. “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.”
He continued, “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.”
Realta said it created the new role to gather and implement advisor feedback, address escalated issues from the field and lead the firm’s Strategic Advisory Council of top advisors. In taking on this position, Eastham will partner with internal departments on service delivery to advisors and assist in developing programs and initiatives aimed at improving the advisor experience.
Eastham has 15 years of industry experience. Most recently, she served as a Senior Investment Solutions Manager at Cetera Financial Group. Before Cetera, she was a Senior Vice President of Advisor Relations at First Allied Securities.
“I am thrilled to begin the next chapter of my career with Realta at such an exciting time for the firm,” said Eastham. “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.”
Realta recently added Paul Tyler to its leadership team in the role of Senior Vice President and Director of Business Development where he leads the firm’s recruiting efforts. He joined from Ameriprise. Tim Bowman joined as CFO in March.
James Miller, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at ContributingEd@wealthsolutionsreport.com.
