Dynamic Names Brian Bowen to New Role as Director of Advisor Integration
'Brian's deep knowledge of the advisor landscape, coupled with his consultative experience, brings added value to the advisors we serve,' said Chief Business Development Officer Steve Kulesza, CFP®.
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Bowen joins Dynamic's Business Development team and will serve as a key resource for independent advisors at every stage of their journey with Dynamic, providing strategic guidance around business growth, operational efficiency and succession planning. He will also lead the onboarding process for new advisors, ensuring smooth and successful transitions to the Dynamic platform, and contribute to advisor recruitment efforts as the firm continues to expand.
Prior to joining Dynamic, Bowen spent more than 20 years at Charles Schwab in a variety of roles, including Senior Business Consultant as well as Vice President/Branch Leader across multiple markets. In these positions, he worked directly with financial consultants and many of Schwab's largest RIA firms, offering insights into scaling advisory practices and aligning strategic goals.
'Brian's deep knowledge of the advisor landscape, coupled with his consultative experience, brings added value to the advisors we serve,' said Chief Business Development Officer Steve Kulesza, CFP ®. 'He understands the challenges advisors face and is well-positioned to help them navigate growth opportunities and operational complexities.'
Bowen's appointment and the new Director of Advisor Integration position underscore Dynamic's ongoing commitment to delivering high-touch support, technology and resources to help independent advisors thrive. He reports to Kulesza and serves on the firm's Leadership team.
About Dynamic Advisor Solutions dba Dynamic Wealth Advisors
Dynamic is a steadfast partner to independent wealth advisors at every stage of their business journey — whether transitioning to independence, scaling an established practice, planning for succession or seeking turnkey asset management platform (TAMP) services. With multiple affiliation models from which to choose, Dynamic delivers a bespoke business solution that combines the people, resources and technology needed to help advisors grow their firms and provide exceptional client experiences. Dynamic partners with more than 80 wealth advisory practices across the U.S., serving over 5,800 clients and administering more than $6 billion in assets. Learn more at dynamicadvisorsolutions.com.
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