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Dynasty hires John Sullivan as senior vice president, RIA and transition services


Dynasty Financial Partners has hired John Sullivan as senior vice president, RIA and transition services.

Sullivan will be based in Chicago and New York. His responsibilities will include supporting the Dynasty divisions focused on the transition of new adviser teams and the ongoing practice development of existing Network firms.

The addition of Sullivan follows Dynasty’s hiring of Austin J. Philbin as senior consultant, RIA services in May 2012.

"Having worked with John for over a decade in the past at Citi/Smith Barney, I am delighted to welcome John to Dynasty Financial Partners. He brings a depth of ultra high net worth client and product wealth management experience to our Network Advisors," says Shirl Penney, president and chief executive of Dynasty Financial Partners. "As we rapidly expand our business across the country, John will be invaluable to advisers looking to grow their firms and ensuring they are maximising Dynasty as their growth partner."

"Having worked with several wealth management platforms over the years, I became increasingly aware of the need to offer comprehensive wealth management solutions on an open, objective platform," says Sullivan. "It is clear that the Dynasty platform represents the future of wealth management. I am excited to join Dynasty as it continues to grow its business while driving positive change in the industry."

Sullivan spent over 20 years at Morgan Stanley Smith Barney/Citigroup serving in numerous high net worth wealth management roles. Most recently, he was director of wealth planning centres, a national role geared toward helping financial advisers provide their clients with comprehensive wealth management solutions.

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