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Dynasty Adds $420M Morgan Stanley Team

Jul 19, 2020

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Dynasty Financial Partners has added a $420 million advisory team from Morgan Stanley to its network: ShoreHaven Wealth Partners, previously Durso Wealth Management Group, is based in Red Bank, New Jersey. The independent firm is led by Lawrence Durso, a 42-year industry veteran. He is joined by son Michael, an investment specialist; Michael Lombardi, a CFP; and Sheryl Iannuzzelli, director of relationship management and chief compliance officer. “The ShoreHaven Team is a group of seasoned financial advisors and experts, and they are well-positioned to flourish in the independent space,” according to Shirl Penney, CEO of Dynasty Financial Partners.


Read more at:

https://www.thinkadvisor.com/2020/07/20/dynasty-adds-420m-team-from-morgan-stanley/



Jul 19, 2020

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