The material on the website has been distributed for informational purposes only. The material contained on this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit, and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.  

 

Harvey Samachson is an Investment Advisor Representative with Dynamic Wealth Advisors. All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at https://adviserinfo.sec.gov/IAPD by searching under CRD #151367.

© 2018 Harvey Samachson  Website designed and maintained by Carnegie Agency

 

We begin by asking questions — lots of them

 

That’s because our focus is on understanding each client’s unique situation while building and maintaining a healthy relationship to help them clarify and achieve their financial goals. 

 

We offer a comprehensive style of personalized financial planning

 

We apply a dynamic implementation of investment strategies, including complex client’s circumstances. 

 

Spanning all asset classes

Our investment approach applies thoughtful market insights to deliver enhanced after-tax, total portfolio returns while minimizing risk.

 

Our decades of experience

Enable us to provide our clientele with a level of analysis and guidance that addresses their entire balance sheet — as well as their long-term plans — to ensure we handle every detail. 

 

With the right plan and the right advisors, our clients can feel confident about their financial futures.

 
Harvey Samachson - Founder & President

Harvey has spent his career helping businesses and high net worth families meet all their financial needs by developing personalized plans to attain their long-term goals while minimizing taxes and risk. 

 

His financial services career began more than 30 years ago at Merrill Lynch; he later moved his practice to Wells Fargo Advisors. He is now working with Dynamic Wealth Advisors as an independent Investment Advisor Representative.

 

Harvey earned a Bachelor’s Degree from American University and a Masters of Business Administration (MBA) from Rutgers University.

 

Harvey is a Certified Financial Planner™ Professional. 

Dynamic Wealth Advisors

Through my affiliation with Dynamic Wealth Advisors (“Dynamic”), I receive unparalleled service and support. In addition to providing financial advice to Clients, Dynamic provides access to industry-leading investment resources, economic research, and technology platforms. Dynamic strives to attain the highest standards and focuses intently on proper ethics. 

Jim Cannon - Founder & Chief Executive Officer

Jim is a highly skilled and impactful executive with over 25 years of experience in managing and leading sales, service and operations of successful and growing advisory businesses. He has an extensive background in strategic planning, business development, relationship management, business combination/operational integration, and developing highly effective management teams and businesses. Before his role as Chief Executive Officer of Dynamic Advisor Solutions, LLC, Jim served as President and Chief Executive Officer of AIG Financial Advisors, Inc. (now known as Sagepoint Financial, Inc.), which under his leadership grew to the 6th largest independent RIA and broker dealer in the U.S. with over 3,000 financial advisors generating in excess of $400 million of revenues. His team led the design and development of several innovative programs to build advisor support services, including education, technology and an industry leading employee-advisor model created to provide an opportunities for financial advisors from wire houses and regional firms to enjoy true independence. He led and was also responsible for the design of the new advisory services business model that grew to service financial advisors overseeing in excess of $30 billion of U.S. based client assets.

During his 25 plus year financial services career, Jim also served as president and CEO of SunAmerica Securities, Sentra Securities Corporation, Spelman & Co, Inc. and American General Securities. He is a graduate of Arizona State University and passed the examinations for the Series 7, 24, 63, 65 and 66 licenses. He is a former member the FINRA District Three Committee, is a member of the Financial Services Institute and actively participates in the Vistage CEO Organization. Jim enjoys snow skiing, hiking, reading, baseball and spending time with family.

Fran Gillis - Managing Director of Retirement Plans

With over 25 years of experience serving corporate retirement plan sponsors as well as individual investors, Fran coaches, and trains other financial advisors throughout the U.S. regarding retirement plan management issues and strategies. Fran offers an independent and objective assessment to advisors and their plan sponsor clients to facilitate the implementation and on-going enhancement of solutions to best serve their plan goals and objectives. He provides corporate retirement plan sponsors with comprehensive, simplified and cost competitive solutions designed to help save plan clients and their participants money and improve retirement outcomes. Fran also manages the development of practice programs for the firm’s retirement business and works with a select group of his own individual and retirement plan clients.

Fran is a Qualified Plan Financial Consultant with American Society of Pension Professionals. This ongoing training provides him technical knowledge and skills to solve Plan Sponsors and Fiduciaries ERISA and DOL compliance issues. In addition to degrees in Finance and Economics from Regis University, Fran is an Accredited Investment Fiduciary™, Qualified Plan Financial Consultant and Professional Plan Consultant™. Fran is also accredited through Financial Service Standards, LLC, which formalized one of the most comprehensive 401k plan management programs available, dubbed the 401k Service Solution™ for Plan Sponsors, and is a Professional Plan Consultant™ accredited through Robert Morris University, giving sponsors access to the 401k Service Solution™ tools based on Fiduciary best practices.

Cherie Jolly - Chief Compliance Officer

Cherie Jolly is Chief Compliance Officer and started her career in the securities industry in 1989 as a wire room operator for an investment company in Palo Alto, CA. She gained experience around securities transactions, fund wires, new accounts, client service and other related operational functions for broker-dealers. Over the next several years, Cherie held various positions, ranging from office manager and director of financial planning to new business director and head of operations and compliance. She has focused on compliance for the past 16 years.

 

Cherie has extensive expertise and passion about effective compliance programs. She’s served in senior and chief compliance officer roles for several broker-dealers and registered investment advisers. Cherie also had the opportunity to work within the investment divisions of large U.S. banks, where she served as chief compliance officer and in other senior compliance positions for their registered investment advisers and broker-dealers. She developed an expertise in creating, implementing and executing compliance programs, risk assessments, testing, and monitoring programs for broker-dealers, registered investment advisers and trust departments.

Cherie’s experience and working knowledge of broker-dealer and registered investment adviser operations provides her a strong understanding of the advisory business and how to effectively incorporate controls and systems to promote compliance and mitigate risk. Her operational experience also enables her to thoroughly evaluate potential risks and gaps, and propose solutions that are both compliant with regulatory requirements and satisfy the needs of the business.

Cherie has been a FINRA arbitrator since 2003 and is a frequent speaker at industry compliance meetings. She holds the Investment Advisor Certified Compliance Professional (IACCP) designation and passed the Series 7, 24 and 66 exams.

Craig Morningstar - Chief Operating Officer

With industry experience at major firms, independent broker-dealers, turn-key asset management providers and RIAs, Craig is an exceptionally capable leader. His extensive experiences as a business owner, practice manager, and compliance and business consultant are invaluable to advisors.

Craig began his financial industry career in 1987 as 401k educator. Securities and insurance licensed since 1991, he brings a broad range of experience to Dynamic Wealth Advisors, including previous roles as a financial planner, retail broker, institutional trader and trading manager, branch manager, RIA owner and operator, compliance and audit officer, and chief operating officer and president.

In addition to his financial industry experience, Craig is an accomplished public speaker, published author, guest columnist and community volunteer. Craig’s volunteer efforts focus on business leadership associations, advising non-profit boards and coaching high school hockey.

Darci Depweg - Office Manager
 

Urban Adams

Business Development Officer

Tanya Escobedo

Onboarding Manager

Marisol Fung
Advisor Support

Erin Heffner

Director of Business Systems

Alicia Valentine

Advisor Support Manager

 
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