A wealth advisory team managing more than $450 million in client assets will be joining Dynasty Financial Partners to create Regent Peak Wealth Advisors, a new independent wealth management firm. The Atlanta-based five-person team is led by Craig Robson, who is leaving Merrill Lynch after 25 years. He said in an interview with WealthManagement.com that optionality in choice and finding new ways to serve clients spurred the change.
“When I started I was 24 years old, and I’d like to think we’re all better at our craft,” he said. “I asked, ‘If I could do it all over again with this experience and knowledge capital, what would I do differently and what’s stopping me from doing that?'”
