The launch is an example of how different types of wealth firms, ranging from family offices and private banks to those catering to the mass-affluent/high net worth segment, are setting up in the state.
A new wealth management firm, based in Tampa Bay, Florida, has been launched by a dozen figures including seven Certified Financial Planners®, as well as other individuals. The launch is an example of how different types of wealth firm, ranging from family offices and private banks to those catering to the mass-affluent/high net worth segment, are setting up in the state.
The new firm, Unique Wealth, has been established by veteran financial advisor Curtis H Parry Jr.
The team, which has joined from Northwestern Mutual, includes the following professionals:
Curtis H Parry Jr, founder and chief executive;
John Mosher, partner, vice president, business and estate strategies;
Tim Bartlett, senior portfolio manager;
Jessica Holbin, senior private wealth planner; and
Jeff Sievers, senior private wealth advisor.
Jon Novinski; and
The firm is working alongside Dynasty Financial Partners, a firm that moved its headquarters from New York City to St Petersburg more than two years ago.
“Fittingly, I first became aware of Dynasty Financial Partners over the Fourth of July weekend when I heard CEO Shirl Penney on a podcast. Once I began to do some research on the independence movement, it became very clear that there were significant advantages for my clients and for our business to launch an RIA,” Parry said. “The fact that Dynasty has moved its headquarters to St Petersburg in the Tampa Bay area was icing on the cake.”
Unique Wealth has selected Pershing as its custodian. Other resource partners include Black Diamond and eMoney. Unique Wealth will work with Dynasty Financial Partners’ TAMP and investment services, M&A services as well as marketing capabilities.