Wirehouse Connections: Why a Next Gen Merrill Advisor Joined His $1B Breakaway Colleagues
Oct 31, 2024
43:42
forum Ask episode
view_agenda Chapters
auto_awesome Transcript
info_circle Episode notes
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.