A pair of UBS advisors overseeing about $2.4 billion in client assets have created Evertern Wealth, a Naples, Fla.-based firm backed by Dynasty Financial Partners.
The firm is led by Jason Stephens and Mic Lundon, and will work with high-net-worth families, founders and executives, while custodying assets at Goldman Sachs.
The firm focuses on business owners approaching liquidity events, executives with concentrated equity positions, as well as recent retirees and multi-generational family clients. According to Stephens, the team built Evertern to offer “institutional-level capabilities” in a “highly personalized advisory model.”
“Our clients require coordinated guidance across investments, liquidity events and generational planning – not fragmented advice,” he said.
According to SEC records, Stephens started his career in 1998 at Morgan Stanley before joining UBS in 2007. Lundon also registered in 1998 with a brief stint at Prudential before joining UBS the following year. As of now, both advisors are still registered with UBS as well as Evertern.
According to Dynasty, the team has worked with families through market cycles, liquidity events, and wealth transitions between generations over the past 20 years, offering institutional portfolio management, access to alternative investments, estate planning, and family office services. Dynasty offers tech and operational support.
Last month, Dynasty Financial Network firm Americana Partners acquired NRT Consulting, a financial consulting and accounting firm. The move will enable Americana to offer accounting services for client businesses and personal holdings, and will be offered as a distinct service line in Americana’s Family Office Services suite.
Americana is majority-owned by private equity firm Lovell Minnick and manages over $12.1 billion in client assets. The firm recently attracted former Merit Financial Chief Financial Officer Mike Mitchell as its CFO.
Additionally, Dynasty network firm Cyndeo Wealth Partners added Glenn Rodriguez as senior vice president and financial advisor. Rodriguez previously managed about $235 million at Merrill Lynch and works with widows, retirees and families navigating financial decisions. Rise Growth Partners recently made a minority investment in the firm.
In a previous ruling, Merrill Lynch claimed Dynasty had walked back its pledge to arbitrate any disputes involving OpenArc, but in a filing last month, Dynasty accused the wirehouse of “sleight of hand,” arguing Merrill misread a judge’s earlier order pausing the federal litigation.
Take a look at our comprehensive guide to the best and most popular information ebooks and products available today on Detoxing, Colon Cleansing, Weight Loss and Dating and Romance. They are all in one spot, easy to find and compere to make a quick selection for the product that best fits your needs or wants.
So browse through a category and make your preferred selection and come back here to read more choice articles and get a few more helpful tips on ways to help your enhancement.
As an Amazon Associate I earn from qualifying purchases. “saubiosaubiosuccess.com is a participant in third party affiliate and advertising programs; The Amazon Services LLC Associates Program, Awin network, and other affiliate advertising programs are designed to provide a means for sites to earn advertising fees and commissions by advertising and linking to products on other sites and on Amazon.com. Amazon and the Amazon logo are trademarks of Amazon.com, Inc, or its affiliates.”
We use anonymous cookies and various 3rd-party services to optimise and to offer you a better, more personalised, browsing experience with advanced accessibility enhancements.
Dismiss
Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes.The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
.jpg?disable=upscale&width=1200&height=630&fit=crop)
.jpg?width=1280&auto=webp&quality=80&disable=upscale)
