A Wells Fargo Advisors team managing more than $400 million in client assets has left the wirehouse to go independent with the help of Dynasty Financial Partners.
The four-member team is launching NovaR Wealth Advisors in Overland Park, Kan., a suburb of Kansas City where they will use Dynasty’s platform.
Senior team-member Timothy Rodgers has been in the industry since 1981, according to FINRA records. He joined A.G. Edwards in 1989, staying through the firm’s mergers with Wachovia and Wells Fargo. He now serves as CEO of NovaR.
Fellow team member and financial advisor Keith Osborne joined Wachovia in 2009. Also moving to NovaR from Wells Fargo are Brian Fry, client services associate, and office manager Billi Wood.
Dynasty recently announced two new additions to its executive ranks: Kara Valentine left U.S. Trust to sign on as Dynasty’s director of marketing and Janessa Biller, previously with Goldman Sachs, joined as the firm’s vice president of relationship management.