Dynamic Advisor Solutions is a professional services provider for successful wealth advisors who desire to take their practices to the next level. With Dynamic’s complete business solution, myVirtualPractice™, focus on your clients, grow your business and live the life you’ve always wanted.  

Investment advisory services are offered through Dynamic Advisor Solutions, LLC dba Dynamic Wealth Advisors. Dynamic Advisor Solutions, LLC is an SEC registered investment adviser. 

Dynamic provides the people, resources and technology wealth advisors need to create efficiencies so they can focus on providing exceptional client experiences. 

Supporting successful advisory practices—both IARs and RIAs—across the U.S. and serving thousands of wealth clients, Dynamic delivers myVirtualPractice™. This cloud-based, customizable solution offers front, middle and back office support, integrated platform, compliance, portfolio management, practice consulting and concierge administrative services.  

For more information, visit www.dynamicadvisorsolutions.com or call 877-257-3840.  Elevate your practice.

Investment Management

Professional Services

Dynamic Advisor Solutions

Jim Cannon

Fran Gillis

Steven Kulesza

Kostya Etus

Justin Patrick

Cherie Jolly

The Business and Practice Development team at Dynamic Advisor Solutions focuses on driving growth and operational excellence for wealth advisory practices. They provide strategic consulting, facilitate business expansion initiatives, and implement best practices to enhance the efficiency and effectiveness of advisory services. This team also supports new client acquisition and retention efforts, ensuring advisors can concentrate on delivering top-notch client experiences.

Business and Practice Development

Leadership Team

Client Services Team

Portfolio Services Team

Business and Practice Development

About

Team members

Other teams at Dynamic Advisor Solutions

Leadership Team

Client Services Team

Portfolio Services Team