• Wirehouse Connections: Why a Next Gen Merrill Advisor Joined His $1B Breakaway Colleagues

  • Oct 31 2024
  • Length: 44 mins
  • Podcast

Wirehouse Connections: Why a Next Gen Merrill Advisor Joined His $1B Breakaway Colleagues

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  • Summary

  • Dylan O’Shea offers a unique perspective from a growing advisor with a long runway who could have easily opted for a transition check but instead chose independence. He discusses why he joined Quorum Private Wealth, the value of their shared vision, infrastructure, and more.
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