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Delaware wealth manager partners with Dynasty Financial to launch Wyeth Private Wealth.

BANKING AND CREDIT NEWS-August 9, 2018-Delaware wealth manager partners with Dynasty Financial to launch Wyeth Private Wealth

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Delaware Wyeth Private Wealth founder and CEO Michael Henley has announced that he and his team have partnered with Dynasty Financial Partners to form an independent wealth management firm, Wyeth Private Wealth, the company said.

Henley previously worked at Merrill Lynch for ten years as a Senior Vice President and Wealth Management Advisor.

Henley and his team have robust and broad industry experience in the areas of retirement income planning, investment management, estate planning, and tax strategies. In particular, Steve Maconi, who is joining Wyeth as Chairman, has worked with DuPont retirees for more than 35 years.

Henley was a Senior Vice President and Wealth Management Advisor at Merrill Lynch beginning in 2007.

Wyeth Private Wealth has partnered with Dynasty Financial Partners to leverage Dynasty's wealth management services and technology. The firm will be using Dynasty's integrated platform for independent advisors that includes institutional research from Callan Associates.

Dynasty Financial Partners develops, sources and integrates management capabilities for some of the industry's independent investment advisor firms and offers registered investment advisory services.

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Publication:M2 Banking & Credit News (BCN)
Geographic Code:1U5DE
Date:Aug 9, 2018
Words:208
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