ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Dynasty Financial Partners announced today the launch of Unique Wealth by veteran financial advisor Curtis H. Parry Jr. CFP®, CLU®, ChFC®, RICP®, WMCP®.
Unique Wealth has a dozen dedicated professionals, including 7 Certified Financial Planners® with nearly 25 industry designations. Joining Unique Wealth from Northwestern Mutual include the following professionals:
- Curtis H. Parry Jr. CFP®, CLU®, ChFC®, RICP®, WMCP®, CASL® Founder and CEO
- John Mosher CFP®, ChFC®, CLU®, AEP® Partner, Vice President, Business and Estate Strategies
- Tim Bartlett CFP®, ChFC®, RICP® Senior Portfolio Manager
- Jessica Holbin CFP®, ChFC®, CLU®, RICP®, WMCP®, CASL® Senior Private Wealth Planner
- Jeff Sievers CLU®, ChFC®, CASL® Senior Private Wealth Advisor
And Private Wealth Planners:
- Travis Gingras CFP®, ChFC®, CLU®, RICP®
- Kyle Waterbury
- Erica Grundza CFP®
- Jon Novinski
- Mike Talbot ChFC®, CLU®
“Fittingly, I first became aware of Dynasty Financial Partners over the Fourth of July weekend when I heard CEO Shirl Penney on a podcast. Once I began to do some research on the independence movement, it became very clear that there were significant advantages for my clients and for our business to launch an RIA,” said Mr. Parry. “The fact that Dynasty has moved its headquarters to St. Petersburg in the Tampa Bay area was icing on the cake. They have been tremendous partners as well as neighbors as we launch our new firm.”
“Curtis exemplifies the traits that make a successful entrepreneur: he is smart, flexible, strategic and listens to his clients. Once he made the decision to go independent, he and his team have been all in. It has been wonderful working with Curtis and his whole team as they launch their new firm in the fast-growing Tampa Bay community,” said Shirl Penney, CEO of Dynasty Financial Partners.
“We are pleased to welcome Curtis and his well credentialed team to the fully independent wealth management model supported by Dynasty Financial Partners. Curtis and his team did their full due diligence and determined this is the best path forward to serve and support their remarkable clients,” said John Sullivan, Head of Network Development at Dynasty. “We believe their planning focused business will thrive in the fully independent RIA model. We expect other like-minded advisory teams, who take the time to fully understand their options, will come to the same conclusion. Welcome to Independence!”
Unique Wealth has selected Pershing as its custodian. Other resource partners include Black Diamond and eMoney. Unique Wealth will work with Dynasty Financial Partners’ TAMP and investment services, M&A services as well as marketing capabilities.
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 their firms. Dynasty does this by providing wealth management and technology platforms for select independent financial advisory firms. Dynasty creates access to valuable resources and industry-leading capabilities through an open-architecture platform, enabling advisors to address their clients’ needs and to protect and grow their wealth. Dynasty supports independent advisors and their teams in being independent, but not alone, by creating exclusive community events and experiences. Dynasty also offers access to flexible capital solutions to help advisors expand, scale, and grow their business, as well as provides M&A support to firms looking to grow inorganically or to plan for succession. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to developing solutions that allow investment advisors to act as true fiduciaries to their clients. Dynasty has a leading network of RIAs who leverage its integrated platform and Dynasty’s growing Enterprise Group supports larger institutional clients who often have numerous advisors in multiple cities by delivering Dynasty’s platform at the home office and firm level. Dynasty has helped to level the playing field for advisors and firms looking to deliver Private Wealth Management capabilities to their UHNW clients vs many of the larger Wall Street firms in providing a robust suite of capabilities, products, and services, which when combined with Dynasty’s support offers independent advisors the ability to compete at the highest levels of wealth management client opportunities.
For more info on Dynasty please visit: http://www.dynastyfinancialpartners.com
Also visit Dynasty on social media:
LinkedIn: https://www.linkedin.com/company/dynasty-financial-partners
Twitter: @DynastyFP
YouTube: http://bit.ly/1MKXhC8
