
Wealth advisor Lawrence Durso, his son Michael Durso, and advisor Michael Lombardi have partnered with Dynasty Financial Partners in Ft. Lauderdale, Fla., to launch ShoreHaven Wealth Partners, an independent wealth management firm headquartered in Red Bank, N.J., the companies announced today in a news release. The team had previously worked together as Durso Wealth Management Group at Morgan Stanley, where they managed $420 million in client assets for affluent multigenerational families and high-net-worth individuals, the relese said.
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Financial Advisor
Jul 19, 2020
1 min read
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