Dynasty Financial Partners announced Monday it has added two advisory teams from Merrill Lynch Private Client Group in Oregon.
Based in Salem Oregon, True Private Wealth Advisors LLC becomes the 15th independent investment advisory firm to join Dynasty. True Private Wealth consists of a pair of teams from Merrill Lynch Private Client Group, including Branch Manager Steve Altman. The two teams will merge to create True Private Wealth. The Davis/Altman Group and the Gescher/Herber Group will remain as two separate groups under the True Private Wealth banner.
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