A newly-independent Michigan-based investment group has teamed up with Dynasty Financial Partners.
Charles Waterhouse, James Winslow, Carol Sewell and Gary Haapala left United Bank & Trust to launch Arbor Trust Wealth Advisors. The team collectively advises on more than $350 million in client assets.
Senior partner Waterhouse has 35 years of experience in the financial services industry, according to a statement announcing the partnership. Previously, he served as vice president and senior financial advisor at United. In his new role, Waterhouse will lead Arbor Trust Wealth Management's investment committee, according to the statement.
Winslow is a 20-year industry veteran and a CFP. He will be responsible for leading Arbor Trust Wealth Advisors' financial planning efforts and will serve on the firm's investment committee. He served as a senior financial advisor at United Bank and Trust.
In addition to her role as a financial advisor, Sewell is an attorney "specializing in estate planning and estate tax law," according to the statement. She served as senior vice president of trust administration at United Bank and Trust. In her new position, she will chair Arbor Trust Wealth Management's fiduciary committee.
Haapala boasts 29 years of industry experience and will be responsible for managing operations and on the investment and fiduciary committees. He was formerly president of wealth management with United Bank and Trust.
In their partnership with Dynasty, Arbor Trust Wealth Management will have access to the company's investment and technology platforms as well as turnkey marketing services through their RIA middle office. Clearing and custody services will be provided by Charles Schwab, according to the statement.
Dynasty have been actively adding other advisor teams as well, according to a representative. She declined to provide specifics, but said that three new teams were added already this month.
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