Four advisors from Merrill Lynch with $700 million in combined client assets have left the firm to launch an independent practice with Dynasty Financial Partners.
Thoughtful, Balanced Wealth Advisory.
Four Merrill Lynch brokers are taking a gamble, joining the growing ranks of breakaway brokers. Advisers Ross Fox, Matthew Papazian, Marti Awad and Sarah Keys resigned from the Bank of America Corp.-owned brokerage on Monday and launched their own practice, Cardan Capital Partners, in Denver.
After years of working for the big New York-based wealth management firm Merrill Lynch, Matt Papazian and three others have broken out on their own and launched Cardan Capital Partners in Denver.