Dynasty Financial Partners

Dynasty is proud to partner with the United Football League as the Official Wealth Management Partner of the @TheUFL. Read more in the press release: hubs.ly/Q049vRGq0.. #BuildYourDynasty #UFL #DynastyUFL #ItsADynasty

We’re back with a new episode of Teeing Off with Titans, where Bob Shea, Chief Investment Officer sits down with leaders shaping the future of wealth & asset management. hubs.ly/Q049t4550 #investments #privatemarkets #wealthmanagement #alternatives #portfolioconstruction

Celebrating an exciting 4-year anniversary with Jerry Davidse, Brook Hart, and the entire @PresiliumPW team! Cheers to your independence and to many more years of growth, progress, and collective achievements.

Exclusive Webinar featuring @Andersen_US: Structuring Tax-Smart RIA Transactions Tuesday, April 7, 2026 at 2 p.m. ET Register now: hubs.ly/Q0498znh0.

Wishing a joyful and meaningful Passover to all who celebrate. From all of us at Dynasty Financial Partners, may this season of renewal bring peace, hope, and time well spent with loved ones.

In recent @barronsadvisor commentary, Jaycee shares her journey into investment management, from finding her path & navigating formative challenges, to gaining hands‑on responsibility that helped build conviction & leadership skills. hubs.ly/Q0497jsg0

*Dynasty’s Investment Bank is operated through Dynasty's wholly owned subsidiary Dynasty Securities LLC (“Dynasty Securities”), a U.S. registered broker-dealer and member FINRA/SIPC.

In an article for @AdvisorHub, James challenges the idea that investment bankers are purely transactional, highlighting how early engagement, strategic positioning, & sustained advisory relationships can help RIAs unlock value & avoid suboptimal outcomes. hubs.ly/Q048YzqC0

We’re proud to celebrate Leslie on her recognition in the @wealth_report Pathfinder Awards, honoring the Top Women Industry Leaders of 2026. This highlights women who are making a impact on the wealth management industry through leadership & influence. hubs.ly/Q048tzvv0

In @wealth_mgmt, Founder & CEO, Shirl Penney, breaks down why independence changes who captures the value created by the practice, and how that difference compounds over time. Read the full article for more insights: hubs.ly/Q0488HY90

We are proud to announce that four advisors across our Dynasty Network have been recognized in the Barron's 2026 Top 1500 Advisor Rankings by State. Please join us in congratulating our Network Partners on this exceptional achievement. View the Full List: hubs.ly/Q0487Gs90

We're proud to announce that Dynasty Investment Bank served as the exclusive financial advisor to @AbacusGM on its minority equity investment in @ManningNapier. Case study: bit.ly/4dDEBcg Press release: bit.ly/480H2SA Learn more: dynastyinvestmentbank.com

Bob Shea will also be in Arizona next week, speaking at @icapitalnetwork Connect. Members of our Investments team will also be on site throughout the conference. If you’re attending and would like to connect, please reach out confidentially: hubs.ly/Q047DGYx0

*Dynasty’s Investment Bank is operated through Dynasty's wholly owned subsidiary Dynasty Securities LLC (“Dynasty Securities”), a U.S. registered broker-dealer and member FINRA/SIPC.

We’re proud to announce that Dynasty Investment Bank served as the exclusive financial advisor to @cyndeowp in connection with its minority recapitalization. Case study: bit.ly/4bhjdYY Press release: bwnews.pr/40CbApU Learn more: dynastyinvestmentbank.com

We’re looking forward to participating in the @barronsadvisor Independent Summit. Members of our team will be featured across several sessions. If you’re attending and would like to connect, please reach out confidentially using the link: hubs.ly/Q047rwXB0 #BAIndependent

We’re excited to share that Leslie Norman, our Chief Technology Officer, will be attending and speaking at @FutureProof_HQ Citywide from March 8-11. If you’re attending and would like to connect with Leslie, reach out confidentially using the link: hubs.ly/Q045NCDB0

This Women’s History Month, we’re proud to celebrate the third year of our Trailblazer Series through the Dynasty Women’s Network, spotlighting extraordinary women who are redefining leadership in independent wealth management. Read more: hubs.ly/Q045ym940

This past weekend at the @GPSTPETE was one to remember! We brought together members of the Dynasty Community to experience the energy of race weekend firsthand. Thank you to our partners @BourdaisOnTrack, @AlexanderKoreib, & @juncoshollinger for an unforgettable weekend.

Heading into Day 2 of the Firestone @GPSTPETE. Our Dynasty team is on site this weekend for a garage tour and excited to watch @AlexanderKoreib and the @juncoshollinger team take the track. Wishing them the best of luck!