Products
Data Sets
Integrations
Services
Dynasty Financial Partners announced that Lindsey Strawhecker has joined the firm as director of advisor transitions.
Strawhecker joins Dynasty after 19 years at Raymond James, where she held leadership roles for transition management and client services. In her new role at Dynasty, she will be responsible for ensuring efficient transitions for advisors joining the firm’s wealth management platform.
Written By: Dakota
Gresham Partners Names Investment Director
February 11, 2025
Veris Wealth Appoints Advisory Chief, CIO
February 11, 2025
Former Truist Advisors Launch Aria Wealth Partners in Central VA
February 11, 2025
Report: Mariner Plans Recruitment Push to Add 250 Senior Advisors
February 10, 2025
Cambridge Appoints New Head of Investment Products, Research
February 07, 2025
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2025 | Terms of Use | Privacy Policy