Dynasty Financial Advisors has rolled out a comprehensive platform of best-in-class wealth management solutions, tailored for independent financial advisors serving wealthy clients with sophisticated needs, the firm announced Monday.
Dynasty also announced that Michael Brown and key members of his team have come on board from U.S. Trust, Bank of America/Merrill Lynch’s private wealth management division, where Brown was managing director and wealth advisor. At Dynasty, he will serve as partner and director of wealth management.
“Mike and his team are widely recognized as among the best wealth management advisors in the country, and we are extremely excited about them joining Dynasty,” Dynasty’s president and chief executive Shirl Penneysaid in the statement. “The firm, our senior advisory team and the independent advisors who partner with Dynasty will benefit greatly from the depth of knowledge and experience Mike and his team have advising sophisticated clients.”
Dynasty uses an open architecture approach to wealth management and has partnered with top-tier vendors in the industry in areas such as reporting, investment research, trusts and estate planning, insurance, capital markets and custodial facilities.