Dynasty Financial Partners Continues to Advocate for Stronger Female Presence in Wealth Management with 2nd Annual Trailblazers Series

Dynasty Foundation Offers Financial Incentive to Help Women Build Financial Advisory Careers

In honor of Women’s History Month, Dynasty Financial Partners is proud to continue its Dynasty Women’s Network (“DWN”) Trailblazer Series, celebrating the women of Dynasty and its Network of firms. By highlighting the unique professional paths forged by female advisors, the series is meant to inspire women across the industry to become independent financial advisors and CEOs of their independent financial advisory firms and empower them with the tools to do so.

In an industry where females are under-represented, DWN’s mission is to energize women by recognizing their individual voices and visions and providing business and management education, mentoring, and networking opportunities. Since its founding 15 years ago, Dynasty has strived to enhance the visibility and engagement of women, equip its Network with tools for their growth, and strive for a balanced representation of women in wealth management.

During the month of March, Dynasty will leverage social media to highlight several female advisors in its Network to draw attention to the opportunities, as well as the challenges, for women in the wealth management space. Through their stories, these ‘Trailblazers’ hope to catalyze female participation in the industry. In addition, the Dynasty Foundation will donate $1,000 to encourage women in its network to take the NASAA Investment Advisers Law Examination (Series 65).

In February 2025, Dynasty hosted a DWN event in Tampa, FL, with over 150 female professionals attending. Topics included expanding your career aspirations, understanding and responding to investor needs, empowering women in wealth and wellness, and numerous other sessions designed to inspire change by empowering success.

A snapshot of Trailblazer stories include:

• Margaret “Maggie” Bilby, Vice President, Cyndeo Wealth Partners
• Lauren Britt, Wealth Advisor, Quotient Wealth Partners
• Adrianna Stasiuk, Partner and Investment Advisor, Aaron Wealth Advisors
• Deatra “Dee” Vailes, Partner and Chief Operating Officer, TritonPoint Wealth
• Fei Xue, Vice President, Abacus Life
• Elizabeth Cancelosi, Senior Vice President, Relationship Manager, Dynasty Financial Partners

Throughout his career, Dynasty Founder and CEO Shirl Penney has advocated for women within the still male-dominated wealth management industry. “I strongly believe that diverse voices and perspectives are essential for the future of our industry, especially in light of the looming advisor shortage,” Penney said. “One of the keys to success for female advisors is having a mentor, someone to sponsor and help them navigate the complexities of this industry and provide advice and guidance on moving up the ladder. At Dynasty, we have prioritized this kind of support and community for both female and male advisors so that their clients benefit from the best advice possible.”

Follow Dynasty’s Trailblazer Series on its LinkedIn during the month of March: https://www.linkedin.com/company/dynasty-financial-partners

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.

Also visit Dynasty on social media:

LinkedIn: https://www.linkedin.com/company/dynasty-financial-partners

Twitter: @DynastyFP

Youtube: http://bit.ly/1MKXhC8 ​

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