Dynasty Financial Partners today announced the appointment of Kevin Monaco as Business Development Officer, marking a significant step forward in the firm’s continued national expansion.

Mr. Monaco will be based in Los Angeles, California, and will report to Tim Oden, Dynasty's Chief Growth Officer. He brings more than 30 years of financial services experience to Dynasty, including senior leadership roles at D.A. Davidson, Wells Fargo Private Bank, Raymond James & Associates, and Morgan Stanley. Most recently, he served as Southern California Regional Director at Oppenheimer, where he was recognized as one of the firm’s top recruiting managers in 2023 and 2024. His experience spans business development, advisor recruitment, and leadership coaching across several wealth management platforms.

In his new role, Mr. Monaco will be responsible for recruiting top-tier independent advisory firms, developing business partnerships, and serving as a local resource for existing Dynasty Network Partners in the western U.S. His appointment is a key component of Dynasty’s broader growth strategy.

“Kevin’s deep experience, reputation as a strong leader, and regional expertise make him a critical asset as we expand our presence in the western U.S.,” said Mr. Oden. “He represents Dynasty’s commitment to fully supported independence for our partners, and his passion for serving advisors is a powerful addition to our field presence. His appointment fills an important role on our leadership team, and we are excited to welcome him to the Dynasty family.”

Mr. Monaco said, “This is an exciting time to be joining Dynasty as they continue to redefine the independent advisory space with cutting-edge technology, high end investment products, a top tier investment bank, and lead generation capabilities that elevate the client experience and support growth-oriented clients.”

Shirl Penney, Founder and Chief Executive Officer of Dynasty, said: “We are thrilled to welcome Kevin to Dynasty as we expand our presence on the West Coast. His three decades of experience and expertise will provide valuable on-the-ground value support to our Network Partners as well as prospective clients in the communities in which they live and work.”

Dynasty supports more than 500 financial advisors and $120 billion in platform assets across 55 network firms.

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 and a half, 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 our existing advisory firm clients’ growth, onboarding new clients, increasing the clients’ use of its broader capabilities, launching additional solutions and facilitating our 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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