Affinity Wealth Partners

Affinity Wealth Partners is growing. 

After leaving Merrill Lynch, Dana Havens, Ryan Patterson, and Delvan Mitchell started Affinity Wealth Partners to break free of the confines of working for a large corporation. 

“We felt our industry, our firm and most importantly our clients needed a fresher approach to financial planning,” says Patterson. “We left because we decided we wanted to have the same type of high touch, high quality experience for our clients but in a locally owned firm.

While building plans for their new firm, long-time associate Dennis Williams, became involved. Disappointed with the lack of corporate accountability at his current firm, he jumped at the chance to join as partner.  “I felt fortunate for the opportunity to partner, as I have known Dana, Ryan and Delvan for many years, and have appreciated their client commitment, work ethic, and expertise,” said Williams.   

Affinity is looking to bring in additional long-tenured financial advisors looking to escape from corporate interests. “We’re growing and have opportunities for ethical advisors who are looking to truly serve the clients,” says Havens. 

“It’s getting away from working for corporations whose interest is only in stockholders. We work for our clients,” says Mitchell. “We provide a fresher approach to help clients reach their goals through consistent investments.” 

The partners all agree they are more interested in listening to clients’ needs than fitting them into a predetermined box.  “We feel the added ability to individualize the investment process will be a noticeable value for our clients,” says Williams.

Affinity Wealth Partners

Raymond James Financial Services

www.affinitywp.com