Last updated: 02:07 / Thursday, 17 February 2022
Sean Lindenbaum joins the firm

Dynasty Financial Partners Expands to Florida’s East Coast

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  • He joined the firm as Director of Network Development, Southeast Division, a newly created position
  • Lindenbaum will be responsible for collaborating with the Dynasty Network Development team, consulting to advisors interested in the independent model, and work alongside other business segments
  • Dynasty finds that there are number of advisors in the southeast market at wirehouses and IBDs who want a supported independent model and many RIAs who are looking to outsource needs

Dynasty Financial Partners has announced in a press release that Sean Lindenbaum joined the firm as Director of Network Development, Southeast Division. He will be based on Florida’s East Coast and will report directly to John Sullivan, Head of Network Development.

“Sean brings a long and successful track record of experience to this newly created position at Dynasty. He has been recognized throughout his career as a skilled communicator, collaborator, and top performer – all qualities that will serve him well as he begins the next chapter of his career at Dynasty,” commented Sullivan.

In his new role, Lindenbaum will be responsible for collaborating with the Dynasty Network Development team, consulting to advisors interested in the independent model, and work alongside Dynasty’s other business segments to service the Dynasty Network as needed.

“We believe the broader southeast market, and Florida in particular, represent a significant opportunity for Dynasty. There are a number of advisors in the southeast market who are at wirehouses and IBDs who want a supported independent model and many RIAs who are looking to outsource technology, investments, and capital needs to gain further scale, efficiencies, and to grow faster both organically and inorganically", remarked Dynasty’s CEO, Shirl Penney.

Additionally, they find that many of the top independent advisory firms and the advisors who run them "want to be independent but not alone", so they "are looking forward to the opportunity to continue to grow" their Dynasty Network of RIAs in the southeast.

Lindenbaum was Managing Director of Sales at TD Ameritrade Institutional from 2005-2021, where he was responsible for leading the Southeast and MidAtlantic sales team and has over 20 years of experience in delivering business solutions designed to accelerate revenue and sales growth. Prior to that, he was Vice President of Strategic Sales Planning based out of New Jersey with TD Ameritrade Institutional. He has his BS in Economics from the State University of New York at Oneonta and earned a professional certificate through Securities Industry Institute at The Wharton School.

Thus far in 2022, Dynasty has hired 9 people in St. Petersburg.

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