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.
Former wirehouse Advisors Ross Fox, Matthew Papazian, Marti Awad and Sarah Keys have collectively moved to the independent space with Cardan Capital Partners, named after the 'cardan' suspension navigational tool, which is used to ensure a ship's stability in both calm and rough waters, according to Dynasty.
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