Dynasty Financial Partners announced that Lindsey Strawhecker has joined the firm as Director of Transitions. And with nearly two decades of experience in financial operations and advisor onboarding, Strawhecker will play a notable role in ensuring smooth and efficient transition experiences for advisors joining Dynasty’s independent wealth management platform.
Working at Raymond James for 19 years, Strawhecker held leadership roles in client service and transition management and held a supervisor role in compliance. And in her most recent position, she led teams focused on transitions, implemented process improvements, and drove technology initiatives to streamline advisor onboarding and support.
As Director of Transitions based in Saint Petersburg, FL, Strawhecker will oversee Dynasty’s Transition Services team, managing the onboarding of new advisory firms and ensuring processes are optimized for efficiency and end-client satisfaction. And simultaneously, she will spearhead collaboration across departments to identify best practices to elevate Dynasty’s support for financial advisors. She will report to Gordon Ross, Chief Client Officer of Dynasty Financial Partners.
Strawhecker holds multiple Finra certifications.
KEY QUOTES:
“We’re proud of the top-tier transition team we’ve built, and Lindsey’s expertise will make it even stronger. Her leadership and fresh perspectives will help us refine our processes and create a smoother experience for advisors going independent.”
– Shirl Penney, CEO and Founder of Dynasty Financial Partners
“Dynasty has set the standard for supporting advisors on their journey to independence. I’m eager to bring my experience to a firm that values innovation and collaboration, and I look forward to working with this exceptional team to make transitions seamless and rewarding for advisors.”
– Lindsey Strawhecker
