Tag: Wealth Management

St. Pete Makes a Name for itself with NYC Firms

ST. PETERSBURG, FL (October 2, 2019)— A cohort representing St. Pete’s financial services leaders joined the Greater St. Petersburg Area EDC in Times Square on October 25 to talk to New York-based companies about the business opportunity in the Sunshine City.  Immediately following the media panel, Elwyn and Penney joined Co-Founder and CEO of Intrinio… Read more »

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 »

St. Pete EDC’s Meet the Projects event connects firms to new local network

ST. PETERSBURG, FL (August 21, 2019) — St. Petersburg Area EDC Investors joined representatives from companies the organization has assisted to facilitate expansion and relocation projects for the second annual ‘Meet the Projects 2019.’ The forum, hosted by the Tampa Bay Rays and sponsored by the Don Cesar provided the opportunity for high-growth companies and… Read more »

Dynasty Financial Partners to relocate HQ from New York City to St. Petersburg, Florida

Dynasty Financial Partners to relocate HQ from New York City to St. Petersburg, Florida Leading wealth management firm to bring high-wage jobs to Tampa-St. Pete ST. PETERSBURG, Fla.– (Feb. 19, 2019) – The New York City-based wealth management and technology provider, Dynasty Financial Partners, announced today that the firm is moving its headquarters from New… Read more »