Dynasty Financial Partners

Dynasty Financial Partners Dynasty Financial Partners is a premier WealthTech platform for independent financial advisors.

This afternoon at the 2026 Dynasty Advisor to CEO Summit, Jesse Itzler took the stage and delivered a high energy, thoug...
06/17/2026

This afternoon at the 2026 Dynasty Advisor to CEO Summit, Jesse Itzler took the stage and delivered a high energy, thought provoking keynote. A serial entrepreneur: Marquis Jet, Zico Coconut Water, Co-Owner of the Atlanta Hawks, and New York Times bestselling author of Living with a SEAL, Jesse shared an unfiltered perspective on performance, resilience, and what it truly takes to push beyond limits. His message extended well beyond the session, offering takeaways that resonate in both business and life. A powerful finish that carried the energy and intent of the Summit forward.

Day two of the 2026 Dynasty Advisor to CEO Summit opened with a session that brought the previous day’s strategy work fu...
06/17/2026

Day two of the 2026 Dynasty Advisor to CEO Summit opened with a session that brought the previous day’s strategy work full circle. Steve Walton and Pam Tipton of Emory University’s Goizueta Business School led Dynasty Network CEOs through the second half of "The Discipline to Deliver Strategy", focusing on decision making, accountability, and the ex*****on required to turn alignment into results.

At the same time, a session for spouses led by Scott Sanchez focused on becoming a stronger strategic thought partner, with practical guidance on asking better questions, listening deeply, and supporting high-impact-decision-making.

Through guided analysis and peer discussion, CEOs evaluated their firms, identified ex*****on challenges, and developed targeted action plans to take forward. This afternoon, the Summit continues with a keynote presentation.

Last night in Santa Fe, the Dynasty Community wrapped day one of the Advisor to CEO Summit with the "Spirit of Santa Fe"...
06/17/2026

Last night in Santa Fe, the Dynasty Community wrapped day one of the Advisor to CEO Summit with the "Spirit of Santa Fe" evening experience at Bishop's Lodge, giving our Network CEOs space to connect beyond the session room. After a full day of strategy and ex*****on programming, attendees gathered for a rooftop cocktail hour, followed by dinner and a captivating mentalist show that sparked conversation and connection. More today as the Summit continues.

The afternoon sessions at the 2026 Dynasty Advisor to CEO Summit pushed the growth conversation further. Part two of Sco...
06/17/2026

The afternoon sessions at the 2026 Dynasty Advisor to CEO Summit pushed the growth conversation further. Part two of Scott Sanchez’s strategy session focused on applying ex*****on frameworks in real time and turning strategy into action.

We also hosted a dedicated session for spouses led by Steve Walton of Emory University Goizueta Business School, "The Neurophysiology of Leadership and Well-Being", exploring how daily habits shape decision making, performance, and overall well-being.

Six breakout sessions then gave firm leaders the opportunity to focus on key drivers of growth, including M&A strategy with Sam Anderson and Harris Baltch, AI adoption with Leslie Norman, leading change with Casey Jorgensen, organic growth with Ken Hoffman, private markets with Bob Shea and Karim Simplis, and brand positioning with John Seifert and Gordon Abel. Clear themes, practical takeaways, and continued momentum across the board.

Day one of the 2026 Dynasty Advisor to CEO Summit has begun in Santa Fe, NM. This morning, Shirl Penney opened with a St...
06/16/2026

Day one of the 2026 Dynasty Advisor to CEO Summit has begun in Santa Fe, NM. This morning, Shirl Penney opened with a State of Dynasty address, followed by Community Conversations that brought the Network’s collective perspective to the forefront. The day continued with our first session led by Scott Sanchez and Emory University Goizueta Business School, “The Discipline to Deliver Strategy,” offering a practical look at how communication, collaboration, and ex*****on drive results. The momentum continues to build this afternoon.

The 2026 Dynasty Advisor to CEO Summit is officially underway at Bishop’s Lodge in Santa Fe, New Mexico. Last night, our...
06/16/2026

The 2026 Dynasty Advisor to CEO Summit is officially underway at Bishop’s Lodge in Santa Fe, New Mexico. Last night, our Dynasty Network came together for a welcome reception and dinner that set the stage for two days of focused executive programming. We could not have asked for a better evening to bring everyone together. A strong start to what will be two days of meaningful dialogue and strategic insights.

06/15/2026

If you’re getting more questions about private markets, you’re not alone.

In this DIAL Insights video, Karim Simplis breaks down what’s driving the shift and how advisors are approaching private equity, private credit, and real assets as access continues to expand.

What an incredible weekend in Washington, D.C. Congratulations to the Louisville Kings on winning the 2026 UFL United B...
06/15/2026

What an incredible weekend in Washington, D.C. Congratulations to the Louisville Kings on winning the 2026 UFL United Bowl, and to every team and player in the league, thank you for an unforgettable season.

As the Official Wealth Management Partner of the UFL, Dynasty has been honored to be part of it all. This weekend, our Founder and CEO Shirl Penney had the honor of presenting the winner of our Kicking a Dynasty sweepstakes at the United Bowl, a moment that captures exactly what this partnership is about. Here's to a great season and to building what's next.

06/13/2026

What a weekend to be in Washington, D.C. Founder and CEO, Shirl Penney is on the ground at Audi Field ahead of today's 2026 UFL United Bowl, reflecting on an incredible season of partnership between Dynasty Financial Partners and the UFL. The Louisville Kings and the D.C. Defenders are about to take the field. Tune in now on ABC.

Last night, the UFL Awards presented by Dynasty Financial Partners brought together the best of the league ahead of toda...
06/13/2026

Last night, the UFL Awards presented by Dynasty Financial Partners brought together the best of the league ahead of today’s United Bowl. Our Founder and CEO, Shirl Penney, joined to recognize an outstanding group of players and a league built on excellence. Congratulations to all of the 2026 UFL Award winners. Dynasty Financial Partners is proud to serve as the Official Wealth Management Partner of the UFL.

Tune in at 3 PM ET on ABC for the 2026 UFL United Bowl.

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200 Central Avenue
Saint Petersburg, FL
33701

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Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

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+12123731000

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