Firm Previously Managed $450 Million in Client Assets
NEW YORK–(BUSINESS WIRE)–Leading wealth advisor Craig Robson today announced that he and his team
have partnered with Dynasty Financial Partners to form an independent
wealth management firm called Regent Peak Wealth Advisors. Mr. Robson
managed $450 million in client assets at his previous firm.
Mr. Robson joined Merrill Lynch in 1994 and was most recently a Wealth
Management Advisor in the firm’s Atlanta office. He is ranked in
Barron’s 2018 ‘America’s Top 1,200 Financial Advisors: State-by-State’ –
for the state of Georgia. He holds the following designations:
CFP™ (CFP®), CIMA ™(CIMA®) and CPFA.
Based in Atlanta, Mr. Robson is the Founding Principal and Managing
Director of Regent Peak Wealth Advisors. The firm has a total staff of
five professionals, and joining Mr. Robson from Merrill Lynch are the
following individuals:
-
Kevin Manning, CFP ™ (CFP®). – Chief Financial Officer, Regent Peak
Wealth Advisors; previously Analyst, Relationship Management -
Nathan Hoyt, CFP ™ (CFP®). – Chief Investment Officer, Regent Peak
Wealth Advisors; previously Analyst, Investments -
Carmen Laster – Chief Compliance Officer, Regent Peak Wealth Advisors;
previously Registered Senior Client Associate -
Emily Raymond – Chief Operating Officer of Regent Peak Wealth
Advisors; previously Registered Client Associate
Regent Peak Wealth Advisors is a registered independent advisory firm
dedicated to advising creators of significant wealth, including
corporate executives, successful business owners, multi-generational
families looking to leave a legacy, pre-retirees, entrepreneurs, and
trustees and board directors. The firm provides its clients with
objective advice in simplifying the complexities of their financial
affairs. Regent Peak Wealth Advisors applies a comprehensive approach
that considers both sides of the balance sheet, organizing an effective
road map and implementing integrated solutions that alleviate the
anxiety of financial decision-making.
“We are excited to launch Regent Peak Wealth Advisors because we believe
we are able to better serve our client relationships within an
independent advisory offering. Leveraging Dynasty’s capabilities will
allow us to market ourselves to new opportunities, such as expanding our
offerings to corporate executives,” said Mr. Robson. “By offering a more
comprehensive range of advisory services, we will expand growth
opportunities within our firm. As an independent firm, we are looking
forward to having more capabilities for our clients, giving our
employees a great business culture, and growing our business both
organically and inorganically over time as other advisors seek to join a
truly independent advisory firm in the greater Atlanta area.”
Regent Peak Wealth Advisors plans to provide corporate executives
detailed advice and counsel specific to their deferred and/or equity
compensation plans within their employers total compensation offerings.
In addition, the firm plans to source lending solutions to assist a
business owner in their growth initiatives, which may include working
capital, acquisition financing, equipment loans, etc.
Regent Peak Wealth Advisors also plans to expand their footprint via
strategic acquisitions with like-minded advisors.
“2019 is shaping up to be yet another banner year for advisors choosing
independence. We are excited to be leaders in helping advisors navigate
the transition to independence and are often the first call for advisors
considering independence. We believe this long-term trend has now become
a movement that will not only continue but also accelerate,” said Shirl
Penney, CEO of Dynasty Financial Partners. “We are particularly proud to
partner with a high-caliber advisor like Craig and his team, and we
welcome them to our Network of independent advisors. If you are a
high-net-worth investor in the Atlanta region, you now have another
great option from which to get independent advice, delivered separately
from where products are manufactured and sold. We believe Regent Peak
will quickly become leaders in delivering fiduciary-based advice in
their market.”
Regent Peak Wealth Advisors has partnered with Dynasty Financial
Partners to leverage Dynasty’s wealth management services, people,
leading technology, and capital support. The firm will be using
Dynasty’s award-winning integrated Core Services platform for
independent advisors and the firm’s turn key asset management platform
(TAMP). They will have access to leading technology, including Dynasty’s
proprietary advisor desktop, in-house specialists, home office support,
and will benefit from the firm’s significant scale in the industry.
Among its other resource partners, Regent Peak Wealth Advisors has
selected Schwab to provide custody services for its clients’ assets and
Black Diamond for consolidated asset and performance reporting.
For more information, please visit www.regentpeakwealth.com
About Dynasty Financial Partners
Dynasty Financial Partners is known for assisting advisors of integrity
to better service their clients, run their businesses more profitably,
grow faster, and enhance the enterprise value of the advisor’s firm.
Dynasty does this by developing, sourcing and integrating management
capabilities for some of the industry’s leading independent investment
advisory firms. Dynasty’s award-winning integrated platform services
delivery chassis offers a customized, open-architecture wealth
management solutions and technology platform supporting advisors as they
protect and grow their clients’ wealth. Dynasty hosts numerous events to
allow the community to come together and allow top RIA firms to be
independent but not alone. Dynasty also offers access to capital to help
advisors expand, scale and grow their business. 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.
Also visit Dynasty on social media:
LinkedIn:https://www.linkedin.com/company/dynasty-financial-partners
Twitter:@DynastyFP
Youtube:http://bit.ly/1MKXhC8
Contacts
Media
Sally Cates
[email protected]
212-373-1000
