We are pleased to announce Leslie Norman (Dentinger)'s promotion to Chief Technology Officer at Dynasty Financial Partners. Previously serving as Deputy CTO, Leslie has been pivotal in directing the technology strategy and delivery for Dynasty and our growing Dynasty Network of fully independent wealth management firms. As one of the highest-ranking women in wealth management technology, she will continue to drive innovation and excellence for our Network of independent advisors. Please join us in congratulating Leslie on her well-deserved promotion. Please click here to read more: https://bwnews.pr/3WeY8FQ Our advisors are Independent but not alone. Independence is #PoweredbyDynasty #wealthmanagement #rias #ria #advisors #privatebanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech #Leadership #WomenInTech
Dynasty Financial Partners
Financial Services
St Petersburg, Florida 20,200 followers
Unlock Your Independent Future
About us
Dynasty Financial Partners works exclusively with a select group of truly independent advisors of integrity to help them better serve their clients while ultimately growing their business and enterprise value. We are the industry advocate for advisors and accomplish this through aligned business interests with our Network Partners, a shared set of values that drive a connected Community, and a common vision to be forward looking leaders within the wealth management industry and advocates for the advancement of financial education and literacy across the country. With the power of our people, processes, partners and platform, their businesses have the potential to run more profitably and grow faster. We offer access to flexible capital solutions to help advisors develop, expand, and scale their business. We also provide M&A support to firms looking to grow inorganically or to plan for succession. Through a strategic and cultural partnership that we foster with each of our Network firms, we seek to enhance their enterprise value and accelerate their growth. We accomplish this through our proprietary core service model that provides middle and back office support in the areas of Finance, Technology, Marketing, Compliance, Practice Management, Investments, Consulting and Community. Headquartered in St. Petersburg, Florida, and with four offices across the country, the Dynasty team powers the industry’s most rewarding opportunity for entrepreneurial independent advisors of integrity. Visit our website for more information: www.dynastyfinancialpartners.com Follow us on Twitter: @DynastyFP Subscribe on Youtube: http://bit.ly/1MKXhC8
- Website
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https://dynastyfinancialpartners.com
External link for Dynasty Financial Partners
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- St Petersburg, Florida
- Type
- Partnership
- Founded
- 2010
- Specialties
- Core Services, Investment Platform, Transition Services, Financing, Technology, M&A, TAMP, Capital Markets & Investment Banking, Marketing, Compliance, Practice Management, Business Design & Consulting, and RIA Registration and Licensing
Locations
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Primary
200 Central Ave
15th Floor
St Petersburg, Florida 33701, US
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1350 Avenue of the Americas
32nd Floor
New York, NY 10019, US
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33 N. Dearborn Street
Suite 1160
Chicago, IL 60602, US
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1050 Battery Street,
Suite 150
San Francisco, CA 94111, US
Employees at Dynasty Financial Partners
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Jeremy Zoladz
Managing Director at Dynasty Financial Partners
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Gordon Abel
CMO, Dynasty Financial Partners :: Strategic Marketing :: Executive Leadership :: D&I :: Wealth Management :: Culture Ambassador :: Family Guy
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Catherine (Fink) Mitchell
Marketing and Communications Leader | Collaborator | Strategic Planner | Passionate about Strengthening Communities
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Andrew Marsh
Vice Chairman at Dynasty Financial Partners - Entrepreneurial C-Suite Executive and Board Member | Leadership, Capital Markets, M&A, Change…
Updates
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Last week, Dynasty Financial Partners achieved a significant milestone, surpassing $100 billion in platform assets. In a recent interview with Family Wealth Report, Shirl Penney, Dynasty's President and CEO, highlights our innovative approach and the impact of the Dynasty Triangulation of Advice™ in the evolving wealth management industry. https://bit.ly/4dbVA2d Our advisors are Independent but not alone. Independence is #PoweredbyDynasty #wealthmanagement #rias #ria #advisors #privatebanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech #innovation Dynasty Financial Partners is a U.S. registered trademark of Dynasty Financial Partners, LLC (“Dynasty”). Any investment advisory services are offered through Dynasty Wealth Management, LLC, (“DWM”), a registered investment adviser with the Securities and Exchange Commission, and a subsidiary of Dynasty. Any security related services are offered through Dynasty’s wholly owned subsidiary Dynasty Securities LLC (“Dynasty Securities”), a U.S. registered broker-dealer and member FINRA/SIPC.
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We are heartbroken to share that our beloved colleague, friend, and one of Dynasty's founding partners, Amanda Kerley, passed away earlier this week. Amanda was a beautiful person, a force of positivity, generosity, and tenacity. She personified our “Dynasty Family” culture and would do anything to help anyone, so it was no surprise that she was blessed with many friends. As her husband Gerard said, “Cancer may have gotten her body, but it never got her spirit.” Our thoughts are with Amanda’s family. We cherish the time we had with her, and she will be deeply missed by our Dynasty Family.
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Dynasty Investment Bank acted as the exclusive Financial Advisor to Abacus Life (ABL) on its $200 million acquisition of Carlisle Management Company, a leading Luxembourg-based investment manager with $2.0 billion in assets under management. The acquisition demonstrates further success in Abacus’ evolution as a leading global asset manager in longevity assets. Sam Anderson, Dynasty Head of Corporate Development, said, “We are proud to have advised Abacus and helped support them in realizing their strategy for global growth. The announcement of this transaction marks an important milestone in Dynasty Investment Bank’s relationship with this incredible team. We look forward to what’s to come.” Shirl Penney, Dynasty President and CEO, commented, "This transaction truly represents the breadth and depth of our investment banking capabilities. Our team consists of a deep bench of talent that can serve clients on M&A in the asset and wealth management industry with varying degrees of size, complexity and domicile. We are thankful to the Abacus team for giving us an opportunity to serve them and we wish them the very best in their new partnership with Carlisle.” Thank you to the exceptional team at Abacus and our partners at White & Case LLP and Deloitte whose leadership and collaboration were instrumental in the success of this recently announced transaction: Jay Jackson, Elena Plesco, Chris Romaine, Bill McCauley, Tom Clarke, Frank L., Frank Moczulewski We would also like to extend a special thank you to our Dynasty Investment Bank team for their hard work and partnership. Harris Baltch, Dynasty Head of Investment Banking, said, "Our team was thrilled to serve as Abacus’ financial advisor. They have built an incredible business, and with this significant transaction, we are excited to see them take their business to the next level with Carlisle.” Read the press release here: https://bit.ly/4fc5bHS Learn more about Dynasty Investment Bank here: https://lnkd.in/eJEXzHCx Our advisors are independent but not alone. Independence is #PoweredByDynasty #wealthmanagement #independentfinancialadvisor #RIAs #financialadvisor #financialplanning #businessplanning #mergersandacquisitions Dynasty’s wholly owned subsidiary Dynasty Securities LLC (“Dynasty Securities”) is a U.S. registered broker-dealer and member FINRA/SIPC.
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Amid heightened SEC activity this year, firms face increased audit uncertainty. Watch as J. Garrett Grafton, Esq., Dynasty VP of Compliance, shares insights into how to properly prepare for key SEC Exam topics, including texting policies, cryptocurrency management, and AI risks. Our advisors are independent but not alone. Independence is #PoweredbyDynasty #compliance #wealthmanagement #rias #ria #advisors #privatebanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech
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Today marks four years since your launch to full independence! Happy four-year anniversary to Lawrence Durso, Michael Durso, CFA®, Michael Lombardi, CFP®and all our friends at ShoreHaven Wealth Partners. We look forward to many more years of growth and a rewarding partnership together. Our advisors are independent but not alone. ShoreHaven Wealth Partners is #PoweredByDynasty #wealthmanagement #rias #ria #advisors #privatebanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech
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Financial Advisor Magazine recently featured Dynasty's Advisor to CEO program, led by Casey Jorgensen, CFP®, WFAA, RCC™, Head of the Dynasty Institute for Adaptive Leadership. This program aims to bridge the educational gaps for financial advisors stepping into the CEO role. Learn more about how we're empowering advisors with the skills they need to lead effectively. https://bit.ly/3Wq0PFV Our advisors are independent but not alone. Independence is #PoweredbyDynasty #wealthmanagement #rias #ria #advisors #privatebanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech
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Just Released: DIAL's Q2 2024 Industry Trends and Dynasty Guidance Report Discover insights and expert recommendations from the Dynasty Institute of Adaptive Leadership, designed to help our growing Network of fully independent advisors leverage the latest trends in the wealth management industry. This past quarter, we covered the following insights: - Preserving What Keeps Your RIA Special as You Grow - Onboarding International Clients - Where are RIAs in the Innovation Cycle? - DOL Fiduciary Rule Update Our advisors are independent but not alone. Independence is #PoweredByDynasty #wealthmanagement #independentfinancialadvisor #RIAs #financialadvisor #financialplanning #businessplanning #practicemanagement #businessmanagement #thoughtleadership
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Reflecting on this year's Dynasty Partners Summit, we've contemplated the RIA industry's position in the innovation cycle. Elizabeth Cancelosi, SVP Relationship Manager highlights how RIAs have disrupted traditional models. Yet, the journey to national recognition and becoming the preferred choice for top talent lies ahead. As we navigate this phase, envision your RIA as a national brand. Strategize on marketing, expand thoughtfully, Our advisors are independent but not alone. Independence is #PoweredByDynasty #wealthmanagement #independentfinancialadvisor #RIAs #financialadvisor #financialplanning #businessplanning #practicemanagement #businessmanagement #thoughtleadership
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Special thanks to Charles Schwab for having Andrew Marsh, Dynasty Vice Chairman join their recent webcast hosted by Adam Schwartz, Director of Enterprise Business at Schwab. Andrew participated in a Q&A panel alongside Scott Cohen, Director of Business Start-Up Consulting at Schwab Advisor Services, and Brandon Kawal of Advisor Growth Strategies to answer the 5 key things advisors should consider when exploring the independent model. Watch the recording here: https://bit.ly/3VNbIBa Our advisors are independent, but not alone. Independence is #PoweredbyDynasty. #wealthmanagement #rias #ria #advisors #privatebanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech
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