Dynasty Financial Partners has officially appointed Kevin Monaco as the new Business Development Officer, marking a crucial development in the firm’s strategic effort to expand its national presence.
Monaco will establish his office in Los Angeles, California, and will report directly to Tim Oden, the Chief Growth Officer at Dynasty Financial Partners. With over three decades of extensive experience in the financial services industry, Monaco has held numerous senior leadership positions at well-respected firms, including D.A. Davidson, Wells Fargo Private Bank, Raymond James & Associates, and Morgan Stanley. Most notably, he recently served as the Southern California Regional Director at Oppenheimer, where he earned recognition as one of the firm’s top recruiting managers for two consecutive years, 2023 and 2024. His impressive background encompasses various areas of expertise, including business development, advisor recruitment, organizational leadership, and coaching within multiple wealth management platforms.
In his new role at Dynasty, Monaco will take on several key responsibilities, including actively recruiting top-tier independent advisory firms that align with the company’s values and vision. He will also focus on cultivating strategic business partnerships to enhance the firm’s service offerings while acting as a valuable resource for existing Dynasty Network Partners in the western United States. His leadership and experience are expected to drive significant contributions to the firm’s growth strategy, ensuring that Dynasty remains competitive in the evolving financial landscape.
Currently, Dynasty Financial Partners boasts a network of over 500 financial advisors and manages an impressive $120 billion in platform assets spread across 55 network firms. The appointment of Kevin Monaco is a testament to Dynasty’s commitment to attracting top talent and fostering a robust network that supports financial advisors in delivering exceptional service to their clients.
KEY QUOTES:
“Kevin’s deep experience, reputation as a strong leader, and regional expertise make him a critical asset as we expand our presence in the western U.S. He represents Dynasty’s commitment to fully supported independence for our partners, and his passion for serving advisors is a powerful addition to our field presence. His appointment fills an important role on our leadership team, and we are excited to welcome him to the Dynasty family.”
Tim Oden
“This is an exciting time to be joining Dynasty as they continue to redefine the independent advisory space with cutting-edge technology, high end investment products, a top tier investment bank, and lead generation capabilities that elevate the client experience and support growth-oriented clients.”
Kevin Monaco
“We are thrilled to welcome Kevin to Dynasty as we expand our presence on the West Coast. His three decades of experience and expertise will provide valuable on-the-ground value support to our Network Partners as well as prospective clients in the communities in which they live and work.”
Shirl Penney, Founder and Chief Executive Officer of Dynasty
