Wirehouse veterans launch firm for ‘millionaire next door’ with Dynasty, Fidelity
Financial advisor trio previously managed $420M at Merrill Lynch.
A team of veteran financial advisors who previously managed $420 million in client assets at Merrill Lynch have become wirehouse breakaways and launched their own independent firm.
Taylor Hart, Mimi Dunn, and Amy Drinkard have chosen to work with Dynasty Financial Partners, with Fidelity as custo
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