
TAG Advisors recruits Dynasty Wealth Solutions from Ameriprise
Memphis, TN, area financial firm Dynasty Wealth Solutions has moved to TAG Advisors.
In explaining the move, Brooke Pilant, Partner in Dynasty, reported “we were looking to advance our client experience, technology and portfolio management. We wanted to find a place with open architecture.”
In describing their attraction to TAG Advisors, Partner Colt Pierotti said “we like that we have access to specialists and an advanced planning team. We like, too, that there is no private equity ownership. Whenever we have called the home office, people know what they are talking about.”
Dynasty Wealth Solutions joined TAG Advisors from Ameriprise, where they managed $90 million in client assets for 250 households.
TAG Advisors is a national community of over 400 thriving independent financial professionals across the country, with over $17 billion in assets under advisement. The management and staff of TAG Advisors represents decades of experience in all facets of financial services.
4801 Cox Rd. Suite 102, Glen Allen, VA 23060
(877) 676-6785
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research 4Advisors, Inc., a Registered Investment Advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and TAG Advisors and its subsidiaries are separate entities.