EY Announces Shirl Penney of Dynasty Financial Partners as an Entrepreneur Of The Year® 2023 Florida Award Finalist

Entrepreneur Of The Year celebrates ambitious entrepreneurs who are building bolder futures

Ernst & Young LLP (EY US) today announced that Shirl Penney of Dynasty Financial Partners was named an Entrepreneur Of The Year^® 2023 Florida Award finalist. Now in its 37th year, Entrepreneur Of The Year is one of the preeminent competitive business awards for transformative entrepreneurs and leaders of high-growth companies who are building a more equitable, sustainable and prosperous world for all.

Shirl Penney was selected by an independent panel of judges. Entrepreneurs were evaluated based on their demonstration of building long-term value through entrepreneurial spirit, purpose, growth and impact, among other core contributions and attributes.

“I started Dynasty with my partners more than 12 years ago to address a glaring problem. Back then especially, independent financial advisors in the RIA channel lacked a product-neutral source for the infrastructure, growth capital, and community they needed to compete with some of the world's largest financial institutions -- and that's the role we staked out for ourselves. We wanted to help more independent financial advisors (RIAs) of integrity service and reach more clients who needed their help to improve their financial well-being with a focus on education and advice for the client, not a focus on product sales. While at the same time, we wanted to help them build better businesses,” commented Shirl Penney.

“We now support more than 330 independent advisors on our platform with more than $75 billion in end-client assets, making us one of the largest independent wealth-management platforms in America.”

“I would also like to congratulate the other finalists. For me, recognition as a finalist for the E&Y Entrepreneur Of The Year Award for Florida reflects my luck in being surrounded by a world-class support system, which starts with my wife Mary Ann, and our daughters. Dynasty is Dynasty because of our internal stakeholders and team members, our resource partners, and our remarkable roster of investors who have supported us from day one. But most of all, Dynasty is Dynasty because of our clients, the independent advisors, whom it is we have the privilege to serve. It’s these verticals, all working together, that have made Dynasty such a success -- and it’s with them that I celebrate this generous recognition. At Dynasty, we get to live our American Dream by empowering others to live their American Dream.”

Regional award winners will be announced on June 8, during a special celebration. The winners will then be considered by the National judges for the Entrepreneur Of The Year National Awards, which will be presented in November at the annual Strategic Growth Forum^®, one of the nation’s most prestigious gatherings of high-growth, market-leading companies. The Entrepreneur Of The Year National Overall Award winner will then move on to compete for the EY World Entrepreneur Of The Year™ Award in June 2024.

The Entrepreneur Of The Year program has recognized more than 11,000 entrepreneurs throughout the US since its inception in 1986, and it has grown to recognize business leaders across 145 cities in over 60 countries around the world.

Sponsors

Founded and produced by Ernst & Young LLP, the Entrepreneur Of The Year Awards include presenting sponsors PNC Bank, N.A.; SAP America; and the Kauffman Foundation. In Florida, sponsors also include – regional Platinum sponsors, Cresa, and DLA Piper.

About Entrepreneur Of The Year^®

Entrepreneur Of The Year^® is the world’s most prestigious business awards program for unstoppable entrepreneurs. These visionary leaders deliver innovation, growth and prosperity that transform our world. The program engages entrepreneurs with insights and experiences that foster growth. It connects them with their peers to strengthen entrepreneurship around the world. Entrepreneur Of The Year is the first and only truly global awards program of its kind. It celebrates entrepreneurs through regional and national awards programs in more than 145 cities in over 60 countries. National Overall Award winners go on to compete for the EY World Entrepreneur Of The Year™ title. Visit ey.com/us/eoy.

About EY Private

As Advisors to the ambitious™, EY Private professionals possess the experience and passion to support private businesses and their owners in unlocking the full potential of their ambitions. EY Private teams offer distinct insights born from the long EY history of working with business owners and entrepreneurs. These teams support the full spectrum of private enterprises including private capital managers and investors and the portfolio businesses they fund, business owners, family businesses, family offices and entrepreneurs. Visit ey.com/us/private.

About EY

EY exists to build a better working world, helping create long-term value for clients, people and society and build trust in the capital markets.

Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.

Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.

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About Dynasty

Dynasty is a provider of technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. Dynasty provides access to a comprehensive platform of software and technology tools, business services and holistic investment management capabilities through an open-architecture platform delivered via a suite of proprietary and third-party technologies. Dynasty’s technology, tools and services provide advisory firms the supported independence to launch their business, scale their operations and grow their firms — both organically and inorganically — while also allowing them to be more focused on and better equipped to serve their clients.

For more than a decade, Dynasty has championed the benefits of independent wealth management for high net worth and ultra-high net worth clients and has contributed to the movement of assets from traditional brokerage channels to the independent channels of wealth management. As Dynasty is becoming a recognized industry leader, Dynasty has differentiated itself by developing competitive strengths, including a deep understanding of and strong relationship with its clients, a comprehensive offering of services and technology-enabled solutions, the ability to leverage its size and breadth to invest, the flexibility and seamlessness enabled by a modular technology solution, the entrepreneurial culture and experienced and committed management team. Dynasty is committed to continually growing its business by facilitating existing advisory firm clients’ growth, onboarding new clients, increasing the clients’ use of its broader capabilities, launching additional solutions and carrying out complementary acquisitions.

For more information, please visit www.dynastyfinancialpartners.com.

Also visit Dynasty on social media:

LinkedIn: https://www.linkedin.com/company/dynasty-financial-partners

Twitter: @DynastyFP

Youtube: http://bit.ly/1MKXhC8

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