Dynasty offers trust services
March 2, 2020 - National Advisors Trust has partnered with Dynasty Financial Partners in St. Petersburg to offer a combination of trust services and wealth management to financial advisors. The partnership will help advisors expand their products and service offerings so they can retain and consolidate client assets, James Combs Jr., president and CEO, National Advisors Holdings Inc., said in a news release. “The partnership between National Advisors Trust and Dynasty has a singular focus — providing our network partner firms with additional tools and resources to deliver to their clients. We felt NAT’s client-centric focus fit well with our philosophy and we are excited about all of the potential synergies between the two firms,” Austin Philbin, chief administrative officer at Dynasty, said in the release. Dynasty provides wealth management and technology platforms for independent financial advisory firms. National Advisors is a family of companies providing expert trust, custody, and concierge services to trusted advisors and the families they serve nationwide.