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Dynasty Helps Merrill Lynch Team Launch RIA Premier Path

Published: May 2, 2023

Launched with support from Dynasty Financial Partners, the New Jersey-based Premier Path Wealth Partners managed $875 million at Merrill.

Source: wealthmanagement.com

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Linda KalataDerek WittjohannRebecca GarciaMike LehmanShirl PenneyBrian GlennLinscomb WilliamsPatrick ReganMichael LehmanDynasty Investment BankMerrill LynchMorgan StanleyWells FargoFlorham ParkDynasty FinancialFounding Partner Michael LehmanPremier Path Wealth PartnersPartner Patrick YorkChief AdministrativeCompliance Officer Linda KalataRelationship Managers Rebecca GarciaBlack DiamondBill Ehrhardt