Rapidly Expanding PA Wealth Management Firm - Brandywine Oak Private Wealth – Welcomes South Carolina Advisor with $500 Million in Client Assets
KENNETT SQUARE, Pa.--(BUSINESS WIRE)--Apr 13, 2021--
Leading wealth advisor Michael Henley, Founder & Chief Executive Officer and Private Wealth Advisor of Brandywine Oak Private Wealth, announced today that veteran advisor Lisa Quadrini is joining the firm as a Partner and Private Wealth Manager. She joins Brandywine Oak from the Private Bank of Wells Fargo Advisors where she was a Managing Director. Brandywine Oak has $1 billion in client assets under advisement (AUA).
Ms. Quadrini will be working both in Kiawah Island, South Carolina and in Brandywine Oak’s offices in Kennett Square, PA. She has more than 35 years of experience in financial services and previously managed $500 million in client assets. Ms. Quadrini worked at Merrill Lynch from 1999-2008 and previously worked with the Brandywine Oak team at Merrill Lynch. Ms. Quadrini recently ranked #1 in South Carolina for the second year in a row on the Forbes Top Women Wealth Advisors 2021 List.
“I am privileged to reconnect with my former Team that was the cornerstone in my transition to Private Wealth. It feels like coming home with the synergy of an exceptional group of talented professionals where we collaborate to bring the highest level of service and planning to our clients,” said Ms. Quadrini. “The ability to work with my valued family relationships as an independent advisor provides a more sophisticated planning conversation especially with the everchanging events in their lives. The Independent Advisory landscape enables me to offer an open architecture for product and services that were limited in a Private Bank environment. I’m also excited to introduce my clients to year-over-year tax planning, tax projections, and annually reviewing all of my clients’ tax returns.”
Mr. Henley added, “We are excited to welcome Lisa to Brandywine Oak! It has been a wonderful experience reuniting with her in the independent wealth arena and we look forward to working together building out the firm. She brings a wealth of experience and will be an important addition to our firm.”
Ms. Quadrini works with business owners, corporate executives, and high net worth families in South Carolina and the East Coast.
In 1999, she joined Merrill Lynch as a Vice President in Institutional Municipal Sales and transitioned into the Private Client Group as a Wealth Advisor. In 2008, Ms. Quadrini joined UBS as a First Vice President – Investments and in 2013, she was promoted to Senior Vice President – Wealth Management. In 2016, she transitioned to Wells Fargo Advisor as a Senior Vice President – Investments, PM Portfolio Manager. Her investment career began with Cigna Insurance as a Fixed Income Portfolio Manager and she then joined Kemper Financial Services. She earned a B.S. in Accounting at Syracuse University, M.B.A in Finance at the University of Hartford and the Certified Financial Planner® certification.
She has been recognized by Forbes Best-In-State Wealth Advisors in 2018, 2019, 2020 & 2021, Forbes Top Women Wealth Advisors in 2018, 2019, 2020 & 2021 and Barron’s Top 1,200 Wealth Advisors in 2019 & 2020.
Ms. Quadrini is a Trustee & Co-Chair of “Women for Navy Athletics” with the United States Naval Academy Athletic Foundation, Board Member for the Ronald McDonald House of Charleston, and Advisory Board for the Kiawah Island Conservancy. She was a Board Member for the Girl Scout Council of Chesapeake Bay & the Delaware Theatre Foundation.
Mr. Henley and his team have robust and broad industry experience in the areas of retirement income planning, investment management, estate planning, and tax strategies. Brandywine Oak Private Wealth works closely with high-net-worth individuals and families helping them plan and manage all aspects of their finances and their investments. The firm believes that the key role of a comprehensive wealth advisor is to provide education around how to maximize charitable and family gifting while minimizing the impact of Federal and local taxes.
Mr. Henley has been recognized by Forbes Best-In-State Wealth Advisors in 2020 & 2021, Forbes Top Next-Gen Wealth Advisors 2017, 2018, 2019 & 2020 and Barron’s Top 1,200 Wealth Advisors in 2020 & 2021.
Brandywine Oak Wealth is a member of the Dynasty Network of independent financial advisory firms.
About Brandywine Oak Private Wealth
Brandywine Oak Private Wealth works closely with high-net-worth individuals and families helping them plan and manage all aspects of their finances and their investments. The firm believes that the key role of a comprehensive wealth advisor is to provide education around how to maximize charitable and family gifting while minimizing the impact of Federal and local taxes. Brandywine Oak Private Wealth is a member of the Dynasty Financial Partners network and has offices in Kennett Square, PA and Kiawah, South Carolina.
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CONTACT: Sally Cates
Dynasty Financial Partners
KEYWORD: UNITED STATES NORTH AMERICA PENNSYLVANIA SOUTH CAROLINA
INDUSTRY KEYWORD: CONSULTING PROFESSIONAL SERVICES FINANCE
SOURCE: Dynasty Financial Partners
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PUB: 04/13/2021 10:00 AM/DISC: 04/13/2021 10:01 AM