Dynasty Financial Partners today announced its partnership with SevenBridge Financial Group, the most recent independent advisory firm to leverage Dynasty Financial Partners’ industry-leading platform of integrated wealth management services and technology.
Managing Partners Charles R. Eberly, Jr. and Lawrence J. DeFluri launched SevenBridge Financial Group after leaving Wells Fargo Advisors. Both Mr. Eberly and Mr. DeFluri worked at Wells Fargo Advisors for 16 years. Michael C. McConahy, Advisor, Consultant and Planner and Patricia Jakeway, Director of Client Resources at SevenBridge also join from Wells Fargo Advisors. Read more