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 Client Services Team at Dynamic Advisor Solutions supports wealth advisors by delivering exceptional client experiences. Team members handle client inquiries, manage administrative tasks, and ensure seamless use of the myVirtualPractice™ platform. They coordinate between advisors and internal resources to optimize service delivery and client satisfaction.

Client Services Team

Leadership Team

Portfolio Services Team

Client Services Team

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Leadership Team

Portfolio Services Team