The 20-year veteran of Raymond James will lead wealth adviser onboarding at Dynasty Financial Partners in St. Pete.
Dynasty Financial Partners announced that it has hired an executive from Raymond James to oversee advisor onboarding.
Lindsey Strawhecker is tasked with driving process improvements and technology initiatives to streamline onboarding and ...
The independent platform giant's newest executive hire comes with nearly two decades of experience in advisor support, ...
Mark Sullivan manages $800 million in client assets and is joining Procyon, while St. Petersburg, Fla.-based advisor Mary ...
Dynasty Financial Partners today announced that Lindsey Strawhecker has joined the firm as Director of Transitions. With nearly two decades of experience in financial operations and advisor onboarding ...
As director of transitions, Lindsey Strawhecker will focus on streamlining the onboarding process for advisors joining ...
ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Dynasty Financial Partners (“Dynasty”) and Nasdaq Private Market (NPM) today announced a strategic partnership that will offer thousands of private ...
who make up a large portion of the team members at Dynasty Financial Partners. Born between 1981 and 1996, millennials make up the largest generational cohort in the workforce today. They’re ...
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