Patrick Fontana and Michael Dunham, who managed $200 million at Merrill Lynch in Dallas, have joined Wealth Partners Alliance, a firm affiliated with Raymond James.
Launched in 2019 by former UBS and Wells Fargo advisers, Dallas-based Wealth Partners Alliance managed $655 million and had $400 million in retirement plan assets under advisement before the addition of Fontana and Dunham.
Fontana has 20 years of experience and had been at Merrill since 2008, according to his BrokerCheck record. Dunham joined Merrill in 2018.
The top-ranked RIA by total AUM continues to scale its wealth management arm, bringing its Pennsylvania presence to five offices.
The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.
Chicago Partners Wealth Advisors is helping shape the platform's product roadmap after switching from a legacy system.
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As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
