Entries by westcottadmin

Dynasty Financial Partners Wins 2017 Award from Private Asset Management – Best Investment Platform: Client Service

Business Wire — View Original Article February 14, 2017 NEW YORK — (BUSINESS WIRE) — Dynasty Financial Partners is proud to announce that the firm has won the 2017 Private Asset Management Magazine Award for: Best Investment Platform: Client Service. Dynasty Financial Partners is an RIA integrated middle and back office platform for some of the […]

Merrill FA Breaks Away to Better Serve Global Clients

By Murray Coleman Financial Advisor IQ — View Original Article October 11, 2016 After 24 years at Merrill Lynch, advisor Elizabeth van Walleghem left last month to help open MAXIMAI Investment Partners. The independent RIA is based in Coral Gables, Fla. Joining her at the new firm is her longtime partner, Thomas (Jim) Butler and three […]

Merrill Lynch Broker Team with $550 Million in Assets Resigns

Ex-Merrill adviser team launches international-focused boutique By VERONICA DAGHER The Wall Street Journal — View original article Sept. 13, 2016 12:37 p.m. ET Two Merrill Lynch brokers who managed $550 million in client assets have resigned to launch a boutique advisory focused on international clients, joining a number of small adviser groups to leave big firms […]

Five Merrill Lynch LatAm advisors exit to launch own firm

By Atholl Simpson City Wire Americas — View original article 13 Sep, 2016 at 12:48 Five Merrill Lynch global advisors have left the US giant to launch their own Florida-based investment advisory firm in partnership with wealth management support service provider Dynasty Financial Partners. The new venture, named MAXIMAI Investment Partners, is led by industry veterans Elizabeth […]

Merrill Lynch financial advisors leave to start new investment firm

Sep 13, 2016, 12:39pm EDT Nina Lincoff, Reporter South Florida Business Journal — View Original Article Continuing the trend of financial advisors leaving big firms to make it on their own, former Merrill Lynch team member Elizabeth van Walleghem and Thomas J. Butler, III have launched the new MAXIMAI Investments Partners. MAXIMAI is based in […]

Lisa van Walleghem and Jim Butler III Launch MAXIMAI Investment Partners in Partnership with Dynasty Financial Partners

12:10 | 13/09/2016 Funds Society, Miami — View original article Two leading global financial advisors — Elizabeth (Lisa) van Walleghem and Thomas J. (Jim) Butler III — with previous responsibility for managing $550 million in client assets, announced yesterday that they have left Merrill Lynch and are partnering with Dynasty Financial Partners to launch a new firm, MAXIMAI Investment Partners. […]

Advisers managing $550 million leave Merrill Lynch to create RIA in Florida

MAXIMAI will focus on ultra-high-net-worth clients internationally Sep 13, 2016 @ 11:53 am By Christine Idzelis Investment News — View original article Advisers managing $550 million of assets have left Bank of America Merrill Lynch to create independent advisory firm MAXIMAI Investment Partners in Florida. Lisa van Walleghem and Thomas “Jim” Butler broke away from […]

Global Financial Advisors – Elizabeth (Lisa) van Walleghem and Thomas J. (Jim) Butler III — Launch MAXIMAI Investment Partners in Partnership with Dynasty Financial Partners

Registered Investment Advisor Based in Coral Gables, Florida, Focuses on Ultra-High-Net Worth Global Clients Multi-Lingual and Multi-Generational Global Advisory Team; Broker Dealer Services through Global Investor Services (GIS) September 13, 2016 10:00 AM Eastern Daylight Time NEW YORK — (BUSINESS WIRE) — Two leading global financial advisors — Elizabeth (Lisa) van Walleghem and Thomas J. (Jim) Butler III — with […]

Merrill brokers with $550 AUM switch to Dynasty

By Ann Marsh Financial Planning — View original article Published  September 13 2016, 5:35pm EDT Dynasty Financial Partners nabbed four breakaway advisers from Merrill Lynch, who have formed a “multilingual, multigenerational” firm focused on high-net-worth entrepreneurs globally, according to a release. The advisers sought to build a practice “unconstrained by the structure of a one-firm model,” […]