DayMark Wealth Partners Adds $350M Advisory Group 

Dynasty Financial Partners affiliate firm DayMark Wealth Partners has added an advisor team, which oversees $350 million in client assets, to bolster its presence in Southeast Florida.  

Father-and-daughter duo, Steve Rowe and Emily Rowe, join DayMark Wealth from Wells Fargo and FiNet, respectively, and will operate from offices in Fort Lauderdale and Stuart. 

The team also includes, managing partners Victoria Ricker and Patrick Strader, executive director of client relations Shayne Cullen, and director of client relations Madison Landoli. Ricker, previously worked as an advisor for Janney Montgomery, meanwhile the other team members had been with Wells Fargo and FiNet. 

The DayMark team specializes in financial planning, investment strategies, and liquidity-event structuring for families and business owners, according to Dynasty Financial. 

“This acquisition demonstrates DayMark’s continued ability to attract elite teams that demand the highest standards,” said Mike Quin, Co-Founder and Managing Partner of DayMark Wealth Partners. “It also establishes our foothold in one of the nation’s most coveted and dynamic wealth management markets.” 

In April, DayMark Wealth added a $200 million team, enhancing the firm’s footprint in Chicago and Park City, UT. 

Cincinnati, OH-based DayMark Wealth Partners, founded in 2022, was formed by a former Wells Fargo team with $1.4 billion in assets, comprised of five advisors and two executives. 

DayMark oversees a total of roughly $3.9 billion for more than 6,073 accounts, according to its most recently filed Form ADV.