Scottsdale, Arizona: April 27, 2017 – Dynamic Wealth Advisors expands in Arizona with the addition of Roger Bracken in North Scottsdale.
Mr. Bracken, who was responsible for overseeing $200,000,000 in assets for approximately 200 clients at his previous firm, specializes in investment consulting, wealth management, financial planning and retirement planning. for high net worth clients. “Roger’s expertise, professionalism and keen understanding of high net worth clients are a great fit for Dynamic Wealth Advisors” said Jim Cannon, CEO of DWA. “Roger joins us with a tremendous background, network and skill set for serving the needs of his clients. He is an accomplished veteran wealth advisor.”
Mr. Bracken began his career in financial services in 1996 with John Hancock Financial Services where he focused on wealth accumulation and preservation. He has over 20 years in financial services and has helped hundreds of families and businesses. He spent most of his career as a Financial Consultant at Charles Schwab & Co., and TD Ameritrade focusing on high net worth clients.
“Dynamic Wealth Advisors’ high touch advisor service model, technology platform and commitment to serving clients’ best interests firmly established it as the ideal place for both me and my clients to grow and prosper,” said Mr. Bracken. “As an advisor, I maintain a close partnership with each client. Having the ability to operate independently while leveraging DWA’s expertise and resources enables me to focus on my client relationships and customize solutions to meet my clients’ individual needs and goals. Additionally, the ability to offer portfolio solutions which include Dimensional Fund Advisors was an important factor.”
For media inquiries, please contact Urban Adams, at Urban.Adams@dynamicwealthadvisors.com or 877-257-3840.
About Dynamic Wealth Advisors
Dynamic Wealth Advisors is an RIA registered with the Securities and Exchange Commission serving the needs of financial advisory practices and their clients throughout the U.S. DWA enables advisors to provide exceptional client experiences by handling back and middle office support, technology platform administration, multiple custodian support, and investment management administration, including Dimensional Fund Advisors and variety of sub-advisors. For more information, see DynamicWealthAdvisors.com.