Dynasty Financial Partners

Financial Services - St. Petersburg, FL, US

Dynasty Financial Partners Employees
Nick Gerace

Senior Vice President, Investments

Contact Nick Gerace

Diana Masch

Assistant Vice President, Corporate Marketing

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Tara Coakley

Senior Vice President, Transition Services and Relationship Management

Contact Tara Coakley

William Ross

Senior Associate, M&A and Capital Strategies

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Clay Simon

Associate, Platform Operations

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Christopher U

Information Technology Associate

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Dynasty Financial Partners Senior Management
Gordon Abel

Managing Director, Chief Marketing Officer & Head of Diversity and Inclusion

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Ed Swenson

Co-Founder, Chief Operating Officer

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Frank Coates

Chief Technology Officer

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Taylor Howard

Chief Digital Officer (CDO)

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Angela Gingras

Managing Director, Operations

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John Sullivan

Managing Director, Head of Network Development

Contact John Sullivan

Gordon Ross

Managing Director, Dynasty Enterprise Group

Contact Gordon Ross

Eric Castillo

Chief Technology Officer

Contact Eric Castillo

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Dynasty Financial Partners Details

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.comFollow us on Twitter: @DynastyFPSubscribe on Youtube: http://bit.ly/1MKXhC8

Dynasty Financial Partners logo, Dynasty Financial Partners contact details
Employees: 100 - 249
HQ: 212-373-1000
Location: St. Petersburg, FL, US
Revenue: 10 - 20 Million
Core Services Investment Platform Transition Financing Transition Services Technology M&A TAMP Capital Markets & Investment Banking Marketing Compliance Practice Management Business Design & Consulting RIA Registration and Licensing M&A Capital Markets & Investment Banking Business Design & Consulting B2B Financial Services Financial Advisory Services fintech
Dynasty Financial Partners Technologies
Retargeting

Facebook Custom Audiences

Marketing Automation

Pardot

CMS

Pantheon

Tag Management

Google Tag Manager

Other

Microsoft Office 365

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