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Dynasty Financial Partners expands in Chicago

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Dynasty Financial Partners, a platform of integrated wealth management services and technology for independent advisors, has hired Jeremy Zoladz as a Vice President, Relationship Management in Chicago, reporting to Senior Vice President John Sullivan.

The firm is also opening a new office located in the Chicago Loop.
 
“At Dynasty, we seek to add professionals who can work closely with our advisory teams on client and prospect meetings. Jeremy has the deep client experience that will add significant value to our Network Advisor teams,” says Sullivan. “We have had significant expansion in the Central Division with the addition of some fast-growing teams in Chicago and St. Louis in 2015 and we have a robust pipeline in 2016.”
 
In this new position, Zoladz will work with Dynasty Network Advisors in the Central Division on business planning and practice management. One-third of Dynasty’s Network Advisors are located in the Central states which includes the upper Midwest, South to Texas and West to Colorado.
 
“In an effort to continue to provide an extraordinary level of service on behalf of our clients and to best leverage our existing talent, opening a corporate office in Chicago and expanding our team in the Central Division makes good business sense," says Shirl Penney (pictured), President and CEO of Dynasty Financial Partners. “We anticipate rapid growth in 2016 in the Central Division as our pipeline continues to expand. To handle the demands of our burgeoning business, we will continue to make strategic investments in our people, platforms and capabilities.”

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