Matthew Celenza, Shannon McLaughlin, Andrea Shieh, Andrew Aiello

Adviser/team AUM $1,000,000,000
Firm joining Dynasty Financial Partners
Firm leaving Bank of America Merrill Lynch
Adviser(s) location Beverly Hills, CA
Date July 11, 2017

Latest Moves to Dynasty Financial Partners

Adviser(s) Date
Jason Bratt, David Nanson, Ashley ColvinJuly 11, 2017
Ben Gordon, Laura Blair, Collin HartJuly 11, 2017
Frank Collins, Kim Lee Kenawell-HoffeckerJuly 11, 2017
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