Sloan Advisory Group helps clients gain financial confidence along life’s journey
PHOENIX, Nov. 12, 2020—Dynamic Advisor Solutions dba Dynamic Wealth Advisors announced today a new advisory practice to its network: Sloan Advisory Group in Glens Falls, N.Y. The affiliation expands the Dynamic network across the U.S., which comprises approximately 80 advisory practices, both IARs and RIAs, serving more than 4,000 clients and approximately $2.5 billion of assets.
Sloan Advisory Group was founded in 2009 by Rachel Sloan, CFP®, CRPC®. It serves young professionals and couples, clients approaching retirement and widows and widowers through Sloan’s signature financial planning services, Journey Through Retirement® and Journey Through Widowhood™.
Sloan began her finance career in 1993. She spent a decade on Wall Street at Bankers Trust, Morgan Stanley and Chase Manhattan Bank (now JPMorgan Chase). Upon moving to the southern Adirondack Park in the early 2000s and working for Merrill Lynch, Sloan Advisory Group was born out of her shift from large financial companies to wealth creation for individuals.
The firm’s partnership with Dynamic provides the platform and client portal, as well as a Client Services team for reporting, billing and other support services. Dynamic’s Portfolio Services team provides investment research, selection and rebalancing with back office services and a virtual assistant to round out the integrated service model.
“With Dynamic, I have an instant team of professionals,” said Sloan. “I wasn’t looking to hire a staff to manage. I wanted a team of experts that provided support for my practice so I could grow. The people at Dynamic are awesome—their experience, accountability, care and concern is second to none.”
“Working with Rachel and getting to know her has been an absolute pleasure,” said Dynamic Chief Executive Officer Jim Cannon. “She has a crisp vision and a thoughtful, collaborative approach with her clients. I’m excited about her prospects.”
About Dynamic Advisor Solutions dba Dynamic Wealth Advisors
For successful wealth advisors looking to elevate their practices to the next level, Dynamic Advisor Solutions is a professional services provider, delivering a complete business solution, myVirtualPractice™, to create efficiencies so advisors can focus on providing exceptional client experiences. For more information, visit dynamicadvisorsolutions.com.
Dynamic Advisor Solutions, LLC dba Dynamic Wealth Advisors is an SEC registered investment advisor. Investment advisory services are offered through Dynamic.
