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Sally Cates Email
Managing Director, PR and Communications . Dynasty Financial Partners
New York, NY
Locations*********@dynastyfinancialpartners.com
Primary EmailHow to contact Sally Cates
Join and see Sally's contact info for free!Current Roles
Employees:
186Revenue:
$27.5MAbout
Dynasty Financial Partners helps successful advisors become extremely successful entrepreneurs. Dynasty Financial Partners was founded by industry veterans to improve the model of financial advice by empowering Advisors to grow their businesses more efficiently, increase client offerings, and minimize conflict. We offer a fully customizable platform, with end-to-end support from a proven team and access to distinctive products and services. Our scale seeks to give RIAs and their clients better pricing, institutional-level due diligence, and access to highly-rated marketing services. We also provide transition financing and ongoing support for growth through our Dynasty Network. Dynasty Financial Partners is committed to helping some of the wealth management industry's leading investment advisors realize their dreams of business ownership with reduced conflict of interest. Dynasty Financial Partners has offices in New York City, Chicago, Coral Gables, and San Francisco. Visit our website for more information: www.dynastyfinancialpartners.com Follow us on Twitter: @DynastyFP Subscribe on Youtube: http://bit.ly/1MKXhC8Dynasty Financial Partners Address
200 Central AveNew York, NY
United States