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Morgan Stanley Team Managing $420 Million Leaves to Launch RIA

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  • 00 mins 56 secs
A team managing $420 million in client assets at Morgan Stanley is breaking away to form a new independent wealth management firm. Together, top advisor Lawrence Durso, investment specialist Michael Durso, and CFP Michael Lombardi are launching Shorehaven Wealth Partners. According to the release, the new RIA in Red Bank, New Jersey will be the part of the Dynasty Financial Partners network.

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