NEW YORK--(BUSINESS WIRE)--Dynasty Financial Partners announced today that industry veteran David P. Wiener will join the firm as Senior Vice President, Director of Network Development - Western Division. Mr. Wiener will build on the firm’s success as a leading wealth management platform for independent advisors and will report directly to Dynasty Financial Partners’ CEO Shirl Penney. Mr. Wiener will be based in Dynasty’s San Francisco office.

According to Mr. Penney, “Dynasty recently passed the five year milestone, and bringing David's skills and experience to our firm will accelerate our development in the fast-growing western states; home to many of the industry's most prominent advisors. Dave will be a key executive at Dynasty, and one with the vision and expertise to assist top advisors whether they be already independent or seeking independence to plot their growth course. We’re excited to have him join the Dynasty family.”

With a total of 36 advisory firms on its Network Platform – including 10 firms on the West Coast - Dynasty has seen a rapid expansion of its business in the last year. Dynasty has recently expanded its footprint, opening corporate offices in Chicago, San Francisco and Florida to handle the demands of its burgeoning business. In this role, Mr. Wiener will work closely with Stan Gregor, the head of East Coast network development, in building out the Dynasty footprint.

Mr. Wiener said, “Dynasty's culture and the quality of its executive team and Board of Directors drew me to the firm, and I am delighted to join the team representing Dynasty in the West. The industry's move toward independence is accelerating, and many advisors seek experienced partners to help them look around the next corner for the innovations that matter. Today's elite RIAs want to be independent but not alone. They want a growth partner. Dynasty's advisor network exists because of Dynasty's agility in helping elite teams apply new tools and solutions to grow client relationships. I look forward to continuing the growth that Shirl and his talented team have shown since the firm's founding."

Biography

David Wiener's twenty-five year career in wealth management involves senior roles at two major firms. At UBS, he served as Regional Director for the Southwest and then the Northwest Region, where his team included over 1,000 employees advising on $70 billion in client assets. Most recently, Mr. Wiener was the Managing Director in charge of Silicon Valley, representing UBS in the world's fastest-growing wealth market. In prior roles, he led the Greater Texas Market and the Utah/Idaho Complex. His aggregate responsibilities at UBS saw him partnering with over 1,200 financial advisors in 13 western states.

Mr. Wiener began his career at Merrill Lynch, where he served as a Chairman's Club Financial Advisor and Branch Manager. He graduated from Texas A&M University.

About Dynasty Financial Partners

Dynasty Financial Partners develops, sources and integrates management capabilities for some of the industry’s leading independent investment advisor firms and offers registered investment advisory services. Dynasty’s integrated platform services delivery chassis offers a customized, open-architecture wealth management solutions and technology platform supporting advisors as they protect and grow their clients’ wealth. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to crafting solutions that allow investment advisors to act as true fiduciaries to their clients.