Dynasty adds Larry King, a cornerstone advisor of legacy Smith Barney's family wealth unit
At Morgan Stanley Smith Barney, the Saratoga Springs team had about $1.2 billion
Jeff Spears
If you add Dynasty’s 9 teams to our firm’s 8 teams you have a strong endorsement for the vendor of vendors (I like that) model versus the roll-ups!
Another interesting observation is that Dynasty’s teams are East Coast based and our firm’s teams are West Coast based.
Let’s meet in the middle of the country, maybe in Chicago :)
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Dynasty Financial Partners LLC
Specialized Breakaway Service
Top Executive: Shirl Penney
