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Entries by arbor-trust
Michigan-Based Independent Advisory Firm Launches Via Dynasty Platform
Family Wealth – Michigan-based Arbor Trust Wealth Advisors, comprised of four individuals from United Bank & Trust, has joined Dynasty Financial Partners’ platform of integrated wealth management services and technology. Financial advisors Charles Waterhouse, James Winslow, Carol Sewell and Gary Haapala collectively advise on over $350 million in client assets. Arbor Trust will gain access […]
Advisors are switching channels and broker-dealers at a quick pace in midsummer
Dynasty Financial Partners of New York said a group of four newly independent advisors has formed Arbor Trust Wealth Advisors and will be working with its wealth management platform. Financial advisors Charles Waterhouse, James Winslow, Carol Sewell and Gary Haapala all join Arbor Trust Wealth Advisors from United Bank & Trust. The four advisors collectively manage […]
ON THE MOVE-Dynasty adds new practice in Michigan- Reuters
Aug 4 (Reuters) – New York-based Dynasty Financial Partners said on Monday it had added a team of four advisers from United Bank & Trust to start an independent advisory practice affiliated with Dynasty. Financial advisers Charles Waterhouse, James Winslow, Carol Sewell and Gary Haapala, who collectively managed $350 million in assets at United Bank […]
United Bank FAs Partner with Dynasty to Launch Mich.-Based RIA
Four former United Bank & Trust advisors partnered with Dynasty Financial to launch Arbor Trust Wealth Advisors on Monday. Led by financial advisors Charles Waterhouse, James Winslow Gary Haapala and estate attorney Carol Sewell, the Cantor, Mich.-based team has $350 million in assets collectively under management. “Arbor Trust Wealth Advisors was created to provide sophisticated […]
Leading Southeast Michigan-Based Wealth Management Team Launches Arbor Trust Wealth Advisors as an Independent Advisory Firm
August 04, 2014 10:00 AM Eastern Daylight Time NEW YORK–(BUSINESS WIRE)–Dynasty Financial Partners today announced its partnership with Arbor Trust Wealth Advisors, the most recent independent investment advisory firm to leverage Dynasty Financial Partners’ industry-leading platform of integrated wealth management services and technology. “Arbor Trust Wealth Advisors was created to provide sophisticated investment and […]