Powering Independence®
200 Central Ave, St. Pete, FL
Joined November 2013
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For 250 years, one idea has defined this country: the freedom to choose your own path. It is a belief that shaped our nation and continues to guide those building something of their own today. Watch our video in honor of America 250: hubs.ly/Q04ndtYN0
#America250
At #SchwabIMPACT, Shirl Penney, Greg Resh, Matt LaPorta, & Brittany Hartnett shared their perspectives during Beyond the Game: Wealth Management for Athletes & Entertainers. Looking to build or expand your capabilities in wealth management? Learn more: hubs.ly/Q04CTqYZ0
Yesterday at hashtag#SchwabIMPACT, Tim Oden, Chief Growth Officer, joined Brian Hamburger, Chris Reedy, and Jimmy Zhao, CFA, for Signal vs. Noise: Recruiting Beyond Production.
Interested in exploring what growth could look like for your firm? Visit hubs.ly/Q04CQYCr0
The Dynasty team is in Boston for #SchwabIMPACT
If you’re attending, stop by Booth 330 or Tech 26 to meet with members of our team. To learn more about partnering with Dynasty, reach out confidentially: hubs.ly/Q04CCt7w0
We're pleased to welcome Alex as CMO. With 25+ years of experience leading marketing transformations at Fortune 500, public, & private equity-backed companies, Alex brings extensive experience in growth strategy, brand architecture, & market positioning. hubs.ly/Q04CBMz90
Exclusive Webinar: How Structure is Evolving in RIA Transactions
Monday, November 2, 2026 at 4:00 p.m. ET
Register now: hubs.ly/Q04CnyDP0
We were proud to support & attend the @spARKbyARK Innovation Showcase. Our CTO, Leslie Norman, served as a judge, evaluating presentations from an impressive group of founders & emerging businesses. Thank you to the team & all of the presenters for an inspiring event.
In this discussion, Shirl, Matt, & Greg explore how advisors can build successful sports and entertainment practices, navigate the evolving needs of athletes, & evaluate opportunities across the rapidly expanding sports investment landscape. Watch now: hubs.ly/Q04CjyCZ0
We're proud to have members of our team featured across two sessions at IMPACT® 2026. If your attending IMPACT® 2026, we'd welcome the opportunity to connect. Stop by Booth 330 and Tech 26 to meet with our team, or reach out confidentially: hubs.ly/Q04CgSBZ0 #SchwabIMPACT
In a conversation with Shirl Penney, Founder & CEO, former Tampa Bay Rays player & retired MLB veteran Brett Phillips shares a lesson that shaped his career: focus on what you do best & commit to becoming exceptional at it. Watch the full conversation: hubs.ly/Q04C8hxT0
Earlier this month, members of our Business Development, Dynasty Connect, Service, and Corporate Marketing teams came together for a Team Growth Happy Hour, providing an opportunity to connect outside the office and celebrate the growth and accomplishments of our teams.
Sam Anderson sat down with Matt Kilgroe to discuss the firm's growth journey, lessons learned throughout the transaction process, the importance of stakeholder alignment, & the factors that helped shape the right strategic partnership. Watch now: hubs.ly/Q04C4Nyl0
We're looking forward to IMPACT® 2026. The Dynasty team will be onsite connecting with advisors & discussing the trends shaping independent wealth management. Stop by Booth 330 & Tech 26 to meet with our team, or reach out confidentially: hubs.ly/Q04C1GcC0 #SchwabIMPACT
Investment Banking's Inside the Deal: M&A Newsletter. Discover insights and expert recommendations from the Dynasty Investment Bank, designed to educate our Network Partners and the industry on the key trends we are seeing in Wealth Management M&A.
hubs.ly/Q04BWG6J0
The Dynasty team had the honor of attending the 15th Annual Breakfast for Scholars, hosted by our friends at Academy Prep. Dynasty is proud to support Academy Prep & remains committed to investing in our local community & championing the success of the next generation of leaders.
We're excited to welcome Carter to our Business Development team. Carter specializes in firm formation & RIA growth strategy, partnering with advisory teams seeking independence & also consulting w/ established RIAs looking to create economies of scale & build enterprise value.
Considering your plans for next summer? Applications for Dynasty’s 2027 Summer Analyst Program are open. Spend 10 weeks gaining hands-on experience across business areas including investments, technology, investment banking, operations, & more! Apply now: hubs.ly/Q04BBwZH0
Former @RaysBaseball player, Brett Phillips, joined Shirl Penney, to share the most valuable lessons from his baseball career: don't get too high after a win or too low after a setback. Long-term success comes from showing up consistently. hubs.ly/Q04BskqK0
Choosing an advisor is personal. Getting it right comes down to trust, clarity, & alignment. A good advisor connects the pieces: tax strategy, estate planning, & funding, so your financial life works together. Find an advisor who sees the bigger picture: hubs.ly/Q04BpMtb0