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Financial experts work with Dynasty in launching wealth management firm

April 6, 2022 - A Philadelphia financial planning team, announced Wednesday (today) that they have partnered with Dynasty Financial Partners and are launching an independent wealth management firm, Presilium Private Wealth. Four professionals from Merrill Lynch are joining Presilium Private Wealth, including Jerry Davidse. Accompanying the two advisors are Jackie Ellison, serving as vice president of operations, and Kelley Casper, serving as the vice president of client experience. “We are particularly interested in developing sophisticated digital media strategies to leverage industry trends and meet our clients where they are most interested. Also, our investment platform, technology, planning software, and our new ability to customize will allow us to provide the highest level of service to our clients," Brook Hart, President and CCO, said in the news release. 

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