Dynasty Financial Partners

Yesterday, we concluded an impactful day at Dynasty's Experienced Advisor Program, where advisors from across our Network came together to deepen their expertise and refine strategies for guiding clients through complex business and financial transitions. Our afternoon program highlights included a session with Daniel C. McBroom on Dynasty’s Investment Banking Referral Program, where he shared insights on supporting clients through liquidity events, as well as an interactive workshop with Richard Orlando, PhD, and Christin Cardone McClave, CPCC, on advising family business clients. The program focused on equipping our advisors with the knowledge and tools to support and advise their clients at every stage. We ended the day at The Irons Club, a new social venue in St. Pete with a relaxed atmosphere and golf-inspired theme. It was the perfect setting to foster meaningful relationships and keep the conversations going. Thank you to our event partners AllianceBernstein, Charles Schwab, Fidelity Investments, Legacy Capitals, and Capstone Partners and to our speakers and Network Partners for attending and helping make this event a success. Our advisors are Independent but Not Alone™. Independence is #PoweredByDynasty Dynasty’s Investment Bank is operated through Dynasty's wholly owned subsidiary Dynasty Securities LLC (“Dynasty Securities”) is a U.S. registered broker-dealer and member FINRA/SIPC. #wealthmanagement #rias #ria #advisors #privatebanking #investmentbanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech

AI is no longer a future concept, it’s a present-day advantage for advisors ready to lead. Frank Coates, Executive in Residence at Dynasty Financial Partners, will take the stage at Barron's Advisor Teams Summit in Los Angeles to explore how AI is transforming the way advisors serve their clients and run their businesses. In the session, “The AI Advantage: Transforming Your Practice to Strengthen the Client Experience,” industry leaders will discuss how technology is driving personalization, efficiency, and scale in modern wealth management. Frank will be joined by Justin Samples CRPC™, AWMA℠ from Fulcrum Wealth Management Group, C. James Taylor from Morgan Stanley Private Wealth Management, and moderator Shannon Reid from Raymond James Financial Services for a forward-looking conversation on what’s next for the advisor-client relationship. Our advisors are Independent but Not Alone™. Independence is #PoweredByDynasty. #FinTech #AI #Automation #wealthmanagement #rias #ria #advisors #privatebanking #investmentbanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech

We are excited to celebrate one year of independence with Stephen Davis, CFP®, ChFC®, APMA™, Neal Carroll, CFP®, CPWA®, CPFA®, Ashley Davis, CPA®, CRPC®, H. Alan Ward, and the entire Fairvoy Private Wealth Team. This past year has been defined by incredible milestones, strong partnerships, and remarkable growth. Here's to an exciting journey ahead - together. Our advisors are Independent but Not Alone™. Fairvoy Private Wealth is #PoweredByDynasty #wealthmanagement #rias #ria #advisors #privatebanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech

Looking forward to a productive few days in St. Louis, meeting with advisors interested in learning about the #fully independent RIA model supported by Dynasty Financial Partners. Please feel free to reach out directly. 312.898.8896

We’ve officially kicked off the 2025 Dynasty Experienced Advisor Program at the Moxy Hotel in Downtown St. Pete. This year’s program is designed to equip seasoned independent advisors with the expertise to guide business owner clients through critical transitions - from exits and sales to restructures. The morning opened with insights from Casey Jorgensen, CFP®, WFAA, RCC™, Head of the Dynasty Institute for Adaptive Leadership (DIAL), setting the stage for an immersive experience. Kenneth Haman led a deep dive into owner psychology, followed by Jonathan Habbershon on the art of client communication and relationship-building. We’re excited for a dynamic program filled with learning, collaboration, and strategies to help our Network Advisors strengthen client relationships and drive meaningful impact. Our advisors are Independent but Not Alone™. Independence is #PoweredByDynasty #wealthmanagement #rias #ria #advisors #privatebanking #investmentbanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech

Gordon Ross, Dynasty Chief Client Officer, will take the stage today at RIA Edge Nashville for an insightful fireside chat with Phil Fiore, Jr. CIMA® CRPC®, Co-Founder and CEO of Procyon Partners. Phil will share his approach to scaling Procyon through both organic and inorganic growth, integrating advisors, and executing strategic acquisitions—all while preserving a strong firm culture. The conversation will also cover leadership, capital structure, strategic sales, and building a high-performing management team. Our advisors are Independent but Not Alone™. Independence is #PoweredByDynasty #RIAEdge #thoughtleadership #wealthmanagement #rias #ria #advisors #privatebanking #investmentbanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech

Celebrating a remarkable 3-year anniversary with Jerry Davidse, CFP®, Brook Hart, CFP®, CEPA®, and the entire Presilium Private Wealth team! Cheers to your independence and many more years of growth, progress, and collective achievements. Our advisors are Independent but Not Alone™. Presilium Private Wealth is #PoweredByDynasty #wealthmanagement #rias #ria #advisors #privatebanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech

Shirl Penney, Dynasty’s Founder and CEO, is featured as this month’s cover story in Tampa Bay Business & Wealth Magazine. The article dives into his personal journey, leadership philosophy, and the impact Dynasty Financial Partners continues to make across the independent wealth management landscape and our involvement in the Tampa Bay community. Read the full article here: https://lnkd.in/e2iBCKmd Our advisors are Independent but Not Alone™. Independence is #PoweredByDynasty #wealthmanagement #rias #ria #advisors #privatebanking #investmentbanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech

At the Synapse Florida Summit 2025, Leslie Norman (Dentinger), Dynasty Chief Technology Officer, joined the panel "AI, Automation, and the Future of FinTech: Revolutionizing Financial Services." Key takeaways from the discussion: - Natural language processing is set to revolutionize technology training and education, making complex systems more intuitive and accessible. - AI can automate repetitive tasks, but its real power comes when combined with human empathy, leading to better client outcomes and more meaningful advisor-client relationships. - The way we work is changing, and the firms that embrace AI as a tool, not a replacement, will lead the way. Exciting innovations ahead! Thank you for hosting such an insightful discussion. Our advisors are Independent but Not Alone™. Independence is #PoweredByDynasty #SynapseSummit #FinTech #AI #Automation #wealthmanagement #rias #ria #advisors #privatebanking #investmentbanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech

For Deatra Vailes, Partner and Chief Operating Officer at TritonPoint Wealth, being a trailblazer means breaking barriers as a Black woman in finance. Drawn to wealth management by the challenge and lack of diversity, she’s proud to be part of the industry’s slow but meaningful progress. Deatra believes true mentorship goes beyond guidance—it’s about amplifying voices and creating opportunities. Her advice to aspiring trailblazers: believe in yourself, push forward, and never stop. Our advisors are Independent but Not Alone™. Independence is #PoweredByDynasty #womenshistorymonth #trailblazer #wealthmanagement #rias #ria #advisors #privatebanking #investmentbanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech