DayMark Wealth Partners: $350M Group Joins
- DayMark Wealth Partners, an affiliate of Dynasty Financial Partners, is expanding its reach in Southeast Florida with the addition of an advisor team managing $350 million in client...
- The team includes Steve rowe and Emily Rowe, a father-daughter duo formerly with wells fargo and FiNet, respectively.
- Victoria Ricker and Patrick Strader, both managing partners, along with Shayne Cullen, executive director of client relations, and Madison Landoli, director of client relations, are also joining DayMark.
DayMark Wealth Partners strengthens its financial planning services by adding a $350 million advisor team, signaling meaningful expansion in Southeast Florida’s wealth management market. The firm strategically integrates seasoned professionals Victoria Ricker,Patrick Strader,and others,bolstering its capacity too offer comprehensive investment strategies. Expanding their footprint in key markets, the team aims to provide thorough financial solutions for both families and business owners. News Directory 3 shares this news today. The move confirms DayMark’s ability to attract top-tier talent and amplify its impact. Focused on continued growth, DayMark seeks partnerships. Discover what’s next for daymark’s expansion.
DayMark Wealth Partners Adds $350M Team in florida Expansion
DayMark Wealth Partners, an affiliate of Dynasty Financial Partners, is expanding its reach in Southeast Florida with the addition of an advisor team managing $350 million in client assets. This strategic move underscores DayMark’s commitment to growth in key wealth management markets.
The team includes Steve rowe and Emily Rowe, a father-daughter duo formerly with wells fargo and FiNet, respectively. They will operate from offices in Fort Lauderdale and Stuart,FL.
Victoria Ricker and Patrick Strader, both managing partners, along with Shayne Cullen, executive director of client relations, and Madison Landoli, director of client relations, are also joining DayMark. Ricker previously served as an advisor at Janney Montgomery, while the remaining team members were affiliated with wells Fargo and FiNet.
According to Dynasty Financial, the team specializes in financial planning, investment strategies, and liquidity-event structuring for families and business owners. This expertise aligns with DayMark’s focus on providing thorough wealth management services.
Mike Quin, co-founder and managing partner at DayMark Wealth Partners, said the acquisition highlights DayMark’s ability to attract top-tier teams.He added that it establishes a firm foothold in a dynamic wealth management market.
DayMark Wealth Partners, based in Cincinnati, Ohio, was established in 2022 by a team formerly with Wells Fargo. The firm currently oversees approximately $3.9 billion across more than 6,073 accounts, according to its most recent Form ADV filing.
What’s next
DayMark Wealth plans to continue its strategic expansion, seeking opportunities to partner with elite advisory teams in high-growth markets.The firm’s focus remains on providing comprehensive financial planning and investment solutions to families and business owners.