Brandywine Oak Private Wealth, a member of the Dynasty Financial Partners network, has appointed Lisa Quadrini to the position of partner and private wealth manager, the company said today in a news release.
Quadrini, an industry veteran with more than 35 years of experience, brings a $500 million book of business to Brandywine Oak, increasing its total assets under advisement to more than $1 billion.
Quadrini most recently served as a managing director with the Private Bank of Wells Fargo Advisors, but from 1999-2008, she worked at Merrill Lynch, where she first met the future founders of the Brandywine Oak team.
Brandywine Oak CEO Michael Henley said that Quadrini would play a key role in scaling his firm’s growth in the independent wealth space.
“We look forward to working together building out the firm,” he said in released comments. “She brings a wealth of experience and will be an important addition to our firm.”
Quadrini said that rejoining her former colleagues was a welcome opportunity to collaborate with them in the independent wealth management space.
“The ability to work with my valued family relationships as an independent advisor provides a more sophisticated planning conversation, especially with the everchanging events in their lives,” she said in released comments. “I’m also excited to introduce my clients to year-over-year tax planning, tax projections, and annually reviewing all of my clients’ tax returns.”