Dynamic Advisor Solutions Information
Contact top employees from
Dynamic Advisor Solutions
Summary
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, myVirtualP...Show more
Organization Website | dynamicadvisorsolutions.com |
Social Links |   |
Phone Number | +1-877-257-3840 |
Industries | |
Headquarters Location | 2415 E Camelback Rd, Suite 700, Phoenix, AZ, 85016 US |
Employees Size | 10-50 employees |
Specialties | RIA Back office, compliance and investment management, alternative investments, practice management, custodians, RIA consulting, TAMP, Investment Models, RIA |
Founded | 2009 |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Dynamic Advisor Solutions shows a diverse range of experience levels:
5% have been with the company for less than 1 year16% for 1–2 years11% for 3–4 years21% for 5–7 years16% for 8–10 years32% have over 11 years of service at Dynamic Advisor SolutionsEx-employees positions
In Company
In New Company
Contact top employees from
Dynamic Advisor Solutions
Jim Cannon
Founder and CEO
Jackie Zeldin
Client Services Associate
Steve Kulesza CFP®
Chief Business Development Officer
Brian Bowen
Director of Advisor Integration
Harvey Samachson
Wealth Advisor
Kathleen Murray
Wealth Manager
Tanya Escobedo
Guiding Financial Advisors to Career Independence
Konstantin Etus
Chief Investment Officer
Kim Cecere
Chief Marketing Officer
Melanie Ahlers
Manager On boarding
John Davis
Senior Investment Research Analyst
Cherie Jolly
Chief Compliance Officer
Cameron Juhnke
Investment Operations Manager
Jennifer Gilsdorf
Senior Manager, Advisor Support
Don Wiscomb
Wealth Manager
Michael Freeman
Compliance Officer
Ryan Rippy NSSA®
Business Development Officer & Investment Advisor Representative
Mathew Weiss
Business Development
Shariss Tritschler
Team Lead Advisor Support
Heather Jackson
Manager of Concierge
Whitney Johnson
Practice Management & Business Development
Erin Lehman
Client Services Associate
Briana Lindblom
Client Service Associate
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FAQ
Dynamic Advisor Solutions operates in the Finance industries. More details can be found on the official website: dynamicadvisorsolutions.com.
The headquarters of Dynamic Advisor Solutions are located in Phoenix, United States.
You can contact Dynamic Advisor Solutions by phone at +1-877-257-3840.
Dynamic Advisor Solutions currently employs 10-50 people.
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