Tag: Shirl Penney

Dynasty Financial Builds New Home in Florida and Employees Are Awestruck by One Big Difference

RIA Intel By: Michael Thrasher August 28, 2019 Employees who relocated from New York are enjoying world-class beaches, golf, sailing, a burgeoning arts scene, and favorable taxes. However, they are most excited about something else entirely. Shirl Penney, the president and CEO of Dynasty Financial Partners, crisscrossed two dozen cities during the yearlong process of… Read more »

Behind the Scenes of the Dynasty Deal with Founder & CEO Shirl Penney

Shirl Penney, Founder & CEO of Dynasty Financial Partners In February 2019, the New York City-based wealth management and technology provider, Dynasty Financial Partners, announced the relocation of its headquarters from Manhattan to St. Petersburg, Florida. Founder & CEO of Dynasty Financial Partners, Shirl Penney shares why St. Pete proved to be the perfect fit for… Read more »