Dynasty Financial Partners Will Move its Headquarters from New York City to St. Petersburg, Florida In Second Quarter 2019

Dynasty Moves Headquarters to St. Petersburg As More Wealth Firms
Choose St. Pete /Tampa

NEW YORK–(BUSINESS WIRE)–Dynasty Financial Partners announced today that the firm is moving its
headquarters from New York City to St. Petersburg, Florida in the second
quarter of 2019. The firm will continue to maintain a presence in New
York in their midtown office as well as their client service locations
in Chicago and San Francisco.

“We have spent a year looking for an ideal location that provided
economic leverage, a high quality of life for our team, a robust
infrastructure, and a strong talent pool. We also wanted a location that
was in the heart of a thriving and growing financial services market –
and St. Petersburg was a stand-out on all fronts,” said Shirl Penney,
President and CEO, Dynasty Financial Partners. “The real estate
footprint expansion will now allow us to invest more aggressively in
people, resources and tools to better serve our growing client base.”

Dynasty Financial Partners will move its headquarters to 200 Central
Avenue, St. Petersburg, Florida. The building is in the heart of the
business district in St Petersburg with panoramic views of downtown and
Tampa Bay.

Dynasty plans to hire professionals in St. Petersburg in a variety of
areas including business development, relationship management,
technology, operations, client service, investments, human resources,
legal and compliance.

Mr. Penney said, “There is a rising group of talented financial services
professionals in Florida as a result of other financial firms based
there. Dynasty is a young, innovative company with cloud-based
technology systems doing things differently – not a legacy firm locked
into any one location. The young and vibrant community in St. Petersburg
will allow us to hire professionals from various backgrounds at various
levels of the firm to integrate them into our client-first culture.
There is a tremendous excitement with our current team, and we are
already seeing excitement in the new location with people who want to
join our growing team.”

St. Petersburg with its population of 266,076 is one of the fastest
growing cities in Florida. Known for its record levels of sunshine,
remarkable walkability, diverse culture, explosive art scene, ocean and
beaches, breathtaking sunsets and nightlife entertainment, it’s quickly
becoming a destination of choice for firms seeking to grow with
exceptional talent in a remarkable setting.

St. Petersburg Mayor Rick Kriseman said, “I am so pleased to have one of
today’s most innovative and entrepreneurial firms in the wealth
management industry choose St. Pete for their next Headquarters
location, where they will be among one of the best financial services
sectors in the nation. The City of St. Petersburg is undergoing a
remarkable economic transformation. I want to thank everyone on our
Economic Development team, as well as our EDC, for recognizing this and
working hard to bring some of the best companies in the nation, like
Dynasty Financial Partners, to the Sunshine City. We are all excited to
welcome their clients, advisors, and investors to St. Pete over the many
years to come.”

This latest announcement from Dynasty comes on the heels of an
impressive growth year that saw the firm surpass $15 billion in assets
on its turnkey asset management platform (TAMP). In addition,
Dynasty’s Investment Platform is approaching $1 billion in
alternative assets. Overall, Dynasty Financial Partners works with 47
RIAs across the U.S. with assets over $30 billion on the firm’s platform.

About Dynasty Financial Partners

Dynasty Financial Partners is known for assisting advisors of integrity
to better service their clients, run their businesses more profitably,
grow faster, and enhance the enterprise value of the advisor’s firm.
Dynasty does this by developing, sourcing and integrating management
capabilities for some of the industry’s leading independent investment
advisory firms. Dynasty’s award-winning integrated platform services
delivery chassis offers a customized, open-architecture wealth
management solutions and technology platform supporting advisors as they
protect and grow their clients’ wealth. Dynasty hosts numerous events to
allow the community to come together and allow top RIA firms to be
independent but not alone. Dynasty also offers access to capital to help
advisors expand, scale and grow their business. Dynasty’s core principle
is “objectivity without compromise,” and the firm is committed to
crafting solutions that allow investment advisors to act as true
fiduciaries to their clients.

Also visit Dynasty on social media:
LinkedIn: https://www.linkedin.com/company/dynasty-financial-partners
Twitter:
@DynastyFP
Youtube:
http://bit.ly/1MKXhC8

Contacts

Media
Sally Cates
[email protected]
212-373-1000

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