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RIA Edge 100: Brandywine Oak Private Wealth

A tax practice, proactive staffing and “shrink-to-grow” philosophy are just a few things that set Brandywine Oak apart from its peers ....

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S.C. Advisor Reunites with Brandywine Oak Private Wealth Team

S.C. Advisor Reunites with Brandywine Oak Private Wealth Team
Advisor Lisa Quadrini departed Wells Fargo for Brandywine Oak Private Wealth, where she worked when it was part of Merrill Lynch.
Brandywine Oak Private Wealth, a member firm of the Dynasty Financial Partners network, added advisor Lisa Quadrini as partner, according to a Tuesday announcement.
Quadrini, who managed $500 million in client assets at Wells Fargo Advisors, is rejoining Brandywine, where she worked from 1999 to 2008 when the firm was part of Merrill Lynch. The firm exited the wirehouse in 2018 to set up its own independent RIA with Dynasty. It has $1 billion in assets under advisement with plans to grow to $1.4 billion to $1.6 billion by the end of the year. ....

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