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FUNDRAISING NEWS | April 10, 2024

Former Merrill FAs Launch RIA with Dynasty Financial

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A group of financial advisors from Merrill Lynch in Birmingham, Alabama, has shifted to Dynasty Financial Partner. Through this transition, the advisors have formed Fairvoy Private Wealth. The team comprises Senior Wealth Advisors Stephen Davis, Neal Carroll, Ashley Davis, and H. Alan Word, Private Wealth Advisor Claudia Johnston, and Associate Wealth Advisor Alma Maric. Together, they managed $550 million in assets while at Merrill Lynch. 

Neal Carroll and Ashley Davis started their careers at Merrill Lynch in 2003 and 2007. Collectively, the duo holds CFP, CPWA, CPFA, CPA, and CRPC destinations. Carroll and Davis also serve as the firm's Chief Operating Officer and Chief Financial Officer, respectively. Stephen Davis has been in the financial industry since 1998, spending the majority of his career at Merrill Lynch. H. Alan Word entered the finance sector in 1976 and joined Merrill Lynch in 2013. Claudia Johnston began her career at Goldman Sachs in 2004 before moving to Merrill Lynch in 2010. Alma Maric registered as a broker and investment advisor with Merrill Lynch in 2023, but has extensive knowledge having worked at Morgan Stanley and Dicover as a Customer Service Representive.

Fairvoy Private Wealth has chosen Fidelity as its custodian in this new phase of independence.

To view the press release, click here. New call-to-action

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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