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Dynasty Financial Partners

@DynastyFP

Unlock Your Independent Future

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We’re excited to announce our new series Teeing Off with Titans: bit.ly/40ZlR0S Bob Shea, Dynasty CIO, is joined by Rick Rieder of @BlackRock for an in-depth conversation on the strategies, decision-making processes, and market insights that drive successful investing.

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Thank you to @CharlesSchwab for another exceptional IMPACT conference. Our team was honored to lead a session on the psychology of succession planning, where we explored the emotional and psychological challenges advisors face when navigating their succession plans.

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Day 2 of the Dynasty Investors Forum is off to an incredible start!

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Last night our Dynasty Community “ReFRAMED the Night” on The Esplanade at the Vinoy Resort. It was an evening of innovation, art and connectivity - showcasing the strength and spirit of our Dynasty Community.

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What a great first afternoon of sessions at our Dynasty Investors Forum. Thank you to all of our speakers.

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We kicked off our 2024 Dynasty Investors Forum today in St. Pete! Thank you to @MayorKenWelch for joining us to celebrate our Dynasty Network CEO’s generous contribution to Tampa Bay Hurricane Relief.

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Happy first anniversary to Jay Jackson and our partners at @Abacus_Life It’s been an incredible year of partnership, and we are excited for many more successful and exciting milestones ahead!

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Watch episode #51 of Around the Track with @shirl_penney Jayson Werth, Owner of Two Eight Racing, LLC and Former MLB Star, joins Shirl to answer eight rapid-fire questions, one for each furlong, to complete the journey together "Around the Track." dynastyfp.com/aroundthetrack

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In this @advisorhubinc article, Jeremy Gilbert, Dynasty's Chief of Staff, shares why Veterans are uniquely positioned to elevate the talent pool for RIAs. Read More: bit.ly/3O4A19a

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Honoring our veterans today and every day. We are grateful for the sacrifices you've made, the values you uphold, and your commitment to our country. And to our Dynasty Network, Resource Partners, especially our Dynasty veterans and their families, thank you for all you've done

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Wishing Jim Martin, Ted Brooks, Chris Boyle and all our friends at @NordwandCapital a happy two-year anniversary! We look forward to celebrating many more years of a rewarding partnership and business growth together.

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This week Dynasty celebrated academic excellence at the 13th Annual Breakfast For Scholars, hosted by our friends at Academy Prep Center. Thank you to Academy Prep Center for inviting our Dynasty team to this incredible event.

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We had a fantastic afternoon at Dynasty’s headquarters in St. Pete, FL, hosting our team members and their children for a Halloween celebration. Wishing everyone a safe and happy Halloween.

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The Dynasty Community came together for our annual Dynasty Golf Club at Streamsong Resort, where incredible networking met great fun on the greens. Here’s to the bonds built, the laughs shared, and the lasting connections made. We are all looking forward to next year already!

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Season 5 of Around the Track kicks off with episode #50 featuring @shirl_penney and @RajivMaragh as they navigate eight rapid-fire questions, one for each furlong, to complete the journey together "Around the Track." To watch the full episode: bit.ly/42fGEKI

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Our latest @DynastyConnect Survey is available. Read insights here: bwnews.pr/3AvG0Ax... *Dynasty Connect is a service offered through Dynasty Wealth Management, LLC, an SEC registered investment adviser and a wholly owned subsidiary of Dynasty Financial Partners, LLC.

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Get ready for season five of Around the Track with @shirl_penney! This upcoming season features exclusive episodes filmed at the iconic Saratoga Racetrack in Saratoga Springs, NY. Stay tuned for the premiere this week and catch all past episodes here: dynastyfp.com/aroundthetrack/


This weekend, our Dynasty team came together to honor Amanda Kerley and all those affected by breast cancer during the @AmericanCancer Making Strides Against Breast Cancer Walk. #breastcancerawareness

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Craig Warnimont, @VentureVP breaks it down on The Watch List with Nicole Petallides on the @SchwabNetwork With financials setting the tone, the conversation explores how loan growth, rate pressures, and market trends could shape what’s ahead. Watch Here: bit.ly/3Yzarix

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Andrew Marsh, Dynasty's Vice Chairman and Head of Core Services, recently joined a panel discussion with Rachael Van Remortel and Suzanne Daly from @Fidelity, as well as Matt Matrisian from @AssetMark at Fidelity's Inside Track Boston.

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