Three Former Wells Fargo Advisors Join $1B DayMark Wealth Partners
Three advisors, previously at Wells Fargo, have joined Cincinnati, OH-based DayMark Wealth Partners, a registered investment advisor established in 2022 on the Dynasty Financial Partners platform by several of their former coworkers, with about $1 billion in assets under management.
T. Rodney Twells, Andrew Sikorovsky and Joseph Schmidt will become the Compass Group at DayMark. Joining them are three client relations directors: Kimberly Fitzgerald, Jacquelyn Gibbons and Karen Suskowicz.
The Compass Group advises multiple generations of families, retirement plans, endowments, and institutions.
“Becoming truly independent, teaming with DayMark Wealth Partners and Dynasty Financial Partners allows us to focus directly on serving client needs today and in the future,” Twells said.
For a basis point charge, advisors who establish independent RIAs with Dynasty receive setup and transition support, access to Dynasty’s turnkey asset management product, and other benefits. Although Dynasty has not yet confirmed if it will complete a transaction with DayMark, it does take minority holdings in some of its partners.
“We continue to believe that our firm and our model is a landing pad for elite teams and their clients. They are a tremendous group of professionals and even better people,” added Mike Quin, Founder at DayMark Wealth Partners.