Poised for a New Era of Wealth Management, Newly Independent Firm - Steadmont Advisors - Joins Forces with Dynasty Financial Partners to Deepen Client Services for the “Millionaire Next Door”
ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Veteran financial advisors Taylor Hart, Mimi Dunn, and Amy Drinkard announced today that they have engaged Dynasty Financial Partners and Fidelity to launch a newly independent firm called Steadmont Advisors. They allowed us to have the best of both worlds,” remarked Mimi Dunn, Partner, Client Advisor. Amy Drinkard, Partner, Client Advisor, stated, “As part of our commitment to improving service, we're simplifying operations and cutting through red tape. In 2020, she attained the esteemed Accredited Wealth Management Advisor designation from the College for Financial Planning. Amy DrinkardPartner, Client AdvisorAmy Drinkard, AWMA, is a Founding Partner and Client Advisor at Steadmont Advisors.
Source: Forbes January 16, 2024 15:02 UTC
