Dynasty lands $6B wealth management team
April 29, 2019 - Americana Partners LLC, a newly formed wealth management firm headquartered in Texas, has partnered with Dynasty Financial Partners, a St. Petersburg-based company that provides technology for independent investment advisors. Several members of Americana’s team previously worked at Morgan Stanley and collectively managed more than $6 billion in client assets. Americana is the largest breakaway of the year, said Shirl Penny, Dynasty CEO.