Erika Wheless

Muirwood Private Wealth exemplifies “cracked-code” of pandemic moves, observer says.

The 30-year industry vet launched a firm on the Dynasty platform citing better technology and “freedom” as reason for the move.

One of the new hires had been with the wirehouse since starting his career there 22 years ago.

The advisors had been with their former employer for 11 years.

The newly independent advisor oversaw $92 million in client assets.