Lindsey Strawhecker Primed to Build on Dynasty’s Success in Advisor Onboarding and Overall Efficiency
As Director of Transitions, She Will Optimize Processes and Foster Collaboration to Enhance Support for Advisors and Their Clients
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, Mrs. Strawhecker will play a defining role in ensuring smooth and efficient transition experiences for advisors joining Dynasty’s independent wealth management platform.
With Raymond James for 19 years, Mrs. Strawhecker held leadership roles in client service and transition management and held a supervisor role in compliance. In her most recent position, she led teams focused on transitions, implemented process improvements, and drove technology initiatives to streamline advisor onboarding and support.
“We’re proud of the top-tier transition team we’ve built, and Lindsey’s expertise will make it even stronger,” said Shirl Penney, CEO and Founder of Dynasty Financial Partners. “Her leadership and fresh perspectives will help us refine our processes and create a smoother experience for advisors going independent.”
As Director of Transitions based in Saint Petersburg, FL, Mrs. Strawhecker will oversee Dynasty’s Transition Services team, managing the onboarding of new advisory firms and ensuring processes are optimized for efficiency and end-client satisfaction. Simultaneously, she will spearhead collaboration across departments to identify best practices to elevate Dynasty’s support for financial advisors. She will report to Gordon Ross, Chief Client Officer of Dynasty Financial Partners.
“Dynasty has set the standard for supporting advisors on their journey to independence,” said Mrs. Strawhecker. “I’m eager to bring my experience to a firm that values innovation and collaboration, and I look forward to working with this exceptional team to make transitions seamless and rewarding for advisors.”
Reflecting her deep knowledge of compliance and regulatory frameworks, Mrs. Strawhecker holds multiple Finra certifications. This deep operational expertise makes her a great addition to Dynasty’s growing team.
About Dynasty
Dynasty is a provider of technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. Dynasty provides access to a comprehensive platform of software and technology tools, business services and holistic investment management capabilities through an open-architecture platform delivered via a suite of proprietary and third-party technologies. Dynasty’s technology, tools and services provide advisory firms the supported independence to launch their business, scale their operations and grow their firms — both organically and inorganically — while also allowing them to be more focused on and better equipped to serve their clients.
For more than a decade, Dynasty has championed the benefits of independent wealth management for high net worth and ultra-high net worth clients and has contributed to the movement of assets from traditional brokerage channels to the independent channels of wealth management. As Dynasty is becoming a recognized industry leader, Dynasty has differentiated itself by developing competitive strengths, including a deep understanding of and strong relationship with its clients, a comprehensive offering of services and technology-enabled solutions, the ability to leverage its size and breadth to invest, the flexibility and seamlessness enabled by a modular technology solution, the entrepreneurial culture and experienced and committed management team. Dynasty is committed to continually growing its business by facilitating existing advisory firm clients’ growth, onboarding new clients, increasing the clients’ use of its broader capabilities, launching additional solutions and facilitating out complementary acquisitions.
For more information, please visit www.dynastyfinancialpartners.com.
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Contacts
Sally Cates
sallycates@dynastyfinancialpartners.com
646-704-4500
