Happy one-year anniversary, Tony Blagrove and the entire Traveka Wealth team! We are excited to celebrate this milestone with you and look forward to many more years of a rewarding partnership together! Our advisors are independent but not alone. Traveka Wealth is #PoweredByDynasty #wealthmanagement #rias #ria #advisors #privatebanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech
Dynasty Financial Partners
金融服务
St Petersburg，Florida 20,621 位关注者
Unlock Your Independent Future
关于我们
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: https://bit.ly/1MKXhC8
- 网站
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https://dynastyfinancialpartners.com
Dynasty Financial Partners的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- St Petersburg，Florida
- 类型
- 合营企业
- 创立
- 2010
- 领域
- Core Services、Investment Platform、Transition Services、Financing、Technology、M&A、TAMP、Capital Markets & Investment Banking、Marketing、Compliance、Practice Management、Business Design & Consulting和RIA Registration and Licensing
地点
Dynasty Financial Partners员工
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Jeremy Zoladz
Managing Director at Dynasty Financial Partners
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Gordon Abel
CMO, Dynasty Financial Partners : Family Guy : Strategic Marketing : Executive Leadership : DEI : Wealth Management : Culture Ambassador : Results…
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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…
动态
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In the wake of two devastating weeks for Florida's Gulf Coast, Hurricanes Helene and Milton have prompted business owners nationwide to reassess their continuity strategies. InvestmentNews recently highlighted how companies nationwide are reevaluating their preparedness. Marc Fischer, Director of Business Services at Procyon Partners, and Mason Salit, Chief Talent Officer at Dynasty Financial Partners, discussed how their teams successfully implemented their plans, demonstrating the importance of proactive, diverse strategies. Read More: https://bit.ly/4h168E5 Our advisors are independent but not alone. Procyon Partners are #PoweredbyDynasty #wealthmanagement #rias #ria #advisors #privatebanking #investmentbanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech
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Congratulations to Paul Bennett, PhD, MSF, CFP?, Mark Weber, CFP?, CFA, and the entire DecisionMap Wealth Management team on a full year of full independence! We are grateful to celebrate this significant achievement with you and look forward to many more years of growth and success together. Our advisors are independent but not alone. DecisionMap Wealth Management is #PoweredByDynasty #wealthmanagement #rias #ria #advisors #privatebanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech
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Success isn’t always about scaling up. In this Financial Planning article, Casey Jorgensen, CFP?, WFAA, RCC?, Dynasty SVP of Relationship Management and Head of DIAL, explains that whether you are aiming for a boutique firm or a national powerhouse, finding the right size RIA means aligning your AUM goals with your vision and values. Choose growth that fits your lifestyle, not just your balance sheet. Read More: https://bit.ly/3N06Kff Our advisors are independent but not alone. Independence is #PoweredByDynasty #wealthmanagement #independentfinancialadvisor #RIAs #financialadvisor #financialplanning #businessplanning #practicemanagement #businessmanagement #thoughtleadership
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In our recent webinar, Harris Baltch, Dynasty Head of Investment Bank, and Lee Minkoff, Managing Director at Renovus Capital Partners, shared valuable insights on the M&A process in wealth management. To review the webinar, subscribe to our quarterly newsletter, or learn how Dynasty can support your firm through M&A, please visit https://bit.ly/3s9oEFv. Here is a breakdown of the topics they covered: - Deal Structure Fundamentals: Understanding down payments, earnouts, and navigating buyer due diligence. - Strategic Considerations: Buyer vs. seller tactics, compensation strategies, and balancing cash and stock in deals. - Emerging Trends: How market shifts are impacting deal flow and the evolving M&A landscape. Whether you are navigating your first deal or fine-tuning your strategy, these expert insights can help you make informed decisions. *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. Our advisors are independent but not alone. Independence is #PoweredByDynasty #mergerssndacquisitions #investmentbanking #dealflow #wealthmanagement #rias #ria #advisors #privatebanking #investmentbanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech
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According to Financial Advisor IQ, 40% of advisors still lack a succession plan, and the need for proactive strategies is more urgent than ever. At RIA Edge (Part of Wealth Management EDGE) West, Tim Oden, Dynasty's Chief Growth Officer, moderated a panel on this critical topic, joined by James Gardiner from Dynasty, Bradley Losson from Schwab Advisor Services, and Mike Prior from Priority Financial Group. Key takeaways from this session included: - It’s still a seller’s market – favorable deal terms and high valuations make it an ideal time to plan your exit. - The importance of client trust and seamless transitions as retirements increase. - Ensuring long-term stability for the wealth management industry by developing experienced successors. To learn more about how Dynasty can help you maximize the value of your business and set your team and clients up for a confident future, visit https://bit.ly/4eyu8g3. Our advisors are independent but not alone. Independence is #PoweredByDynasty #wealthmanagement #rias #ria #advisors #privatebanking #investmentbanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech #successionplanning #riaEDGE
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We are pleased to announce the closing of a minority capital raise supported by several legacy investors and strategic Resource Partners, including Charles Schwab and new investors BlackRock and J.P. Morgan. This investment will directly enhance our platform, enabling independent RIAs to scale their businesses, better serve their clients, and pursue growth through M&A and succession planning. Shirl Penney, Dynasty President and CEO, shared, “The future is bright for Dynasty and our network of independent advisors as we continue to invest in technology, talent, and capabilities to support their success." Read More: https://bwnews.pr/4dBYI7i Our advisors are independent but not alone. Independence is #PoweredbyDynasty. #wealthmanagement #rias #ria #advisors #privatebanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech
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Dynasty is excited to announce that Leslie Norman (Dentinger), Dynasty's Chief Technology Officer, has been nominated for the prestigious Tech Leader of the Year Award by Tampa Bay Tech! This award celebrates executives who make a transformative impact on their organizations and the broader technology industry. Leslie’s strategic vision and innovative approach have driven cutting-edge advancements at Dynasty, empowering our talented team, reshaping the WealthTech landscape, and helping our Network Partners better serve their clients. Join us in congratulating Leslie and all the other amazing nominees from the Tampa Bay Tech community! Our advisors are independent but not alone. Independence is #PoweredByDynasty #leadership #wealthmanagement #independentfinancialadvisor #RIAs #financialadvisor #financialplanning #businessplanning #thoughtleadership
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Celebrating one year of independence! Congratulations to Andrew Schiff, Greg Blake, Will Sterling, Deatra Vailes, and the entire TritonPoint Wealth team. We're proud of the incredible journey so far and look forward to even greater success and collaboration ahead! Our advisors are independent but not alone. Triton Point Wealth is #PoweredByDynasty #wealthmanagement #rias #ria #advisors #privatebanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech
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