NEW YORK--(BUSINESS WIRE)--Dynasty Financial Partners is delighted to welcome the independent wealth management firm, Buckley Wealth Management, LLC to its Network of Advisors.
Founding Partner Brian Buckley launched Buckley Wealth Management as an RIA after he left Morgan Stanley Wealth Management. At Morgan Stanley, Mr. Buckley CIMA was an Executive Director, Wealth Advisor, Senior Institutional Consultant and Senior Portfolio Management Director. Buckley Wealth Management previously managed $600 million in client assets.
Director of Operations Dawn Buchan, Portfolio Manager Lori Chittenden and Financial Analyst Sonia Pittman have all left Morgan Stanley and joined Buckley Wealth Management. Susan Buckley also joined the firm as Chief Compliance Officer.
Buckley Wealth Management is based in Las Vegas, Nevada and the firm has deep ties to the community. Mr. Buckley’s family moved to Las Vegas in 1968 when his father was asked to be medical director for Howard Hughes Nevada Operations. After graduating from Santa Clara University, Mr. Buckley returned to Las Vegas and began his financial advisor career with PaineWebber in 1978. He earned the Certified Investment Management Analyst® designation from The Wharton School in 1988.
The firm’s approach to wealth management is based on in-depth knowledge of its clients and their families, open communication and exceptional service. The firm serves non-profit organizations, business owners, professionals and high net worth individuals and their families, focusing on multigenerational planning and wealth management. The firm offers its clients portfolio management capabilities including an in-house investment process as well as expanded access to third-party managers. For more information, please visit www.buckleywealth.com.
“With our move to independence, we will improve our capabilities across the board. We will broaden our investment offerings, provide more competitive trading execution and have increased access to research and cutting-edge technology. In short, we will be more aligned with our clients,” said Mr. Buckley, Managing Partner and Chief Investment Officer.
“As a new firm with a seasoned team with a track record of success, we are confident that Buckley Wealth Management will flourish as an independent firm and grow their business. We are delighted to welcome Brian, Susan and the entire Buckley team to our Network,” said Shirl Penney, CEO of Dynasty Financial Partners.
Buckley Wealth Management has formed strategic alliances with some of the leading providers including Fidelity Clearing & Custody Solutions and Dynasty Financial Partners for the robust analytics and operational support that will allow the firm to deliver objective and personalized service at the highest level.
Buckley Wealth Management will engage with Dynasty on building out their practice management including marketing and branding, and in streamlining their operations, investments and technology.
About Dynasty Financial Partners
Dynasty Financial Partners develops, sources and integrates management capabilities for some of the industry’s leading independent investment advisor firms Dynasty’s integrated platform services delivery chassis offers a customized, open-architecture wealth management solutions and technology platform supporting advisors as they protect and seek to grow their clients’ wealth. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to crafting solutions that allow investment advisors to act as true fiduciaries to their clients.
Dynasty Financial Partners has corporate offices in New York City, Chicago, Coral Gables, Florida and San Francisco. Visit our website for more information: www.dynastyfinancialpartners.com.
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