Dynasty Financial Partners has appointed David Wiener as its new senior vice president, director of network development – western division.
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Wiener will be responsible for building on the firm’s success as a wealth management platform for independent advisors.
In the new role, Wiener will be based in San Francisco, and will report directly to Dynasty Financial Partners CEO Shirl Penney.
The company’s Network Platform includes 36 advisory firms, which include 10 firms on the West Coast. Recently, the firm has expanded its footprint by setting up corporate offices in Chicago, San Francisco and Florida.
Wiener will work alongside the head of East Coast network development Stan Gregor to build out the company’s footprint.
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By GlobalDataPenney said: "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."
Wiener, who has an experience of 25 years in the wealth management industry, previously worked as regional director for the Southwest and then the Northwest Region at UBS.
He started his career at Merrill Lynch, where he held the roles of chairman’s club financial advisor and branch manager.
