Jack Waltman

Business Development Representative @Dynasty Financial Partners

St. Petersburg, FL, US

As a BDR for Dynasty Connect, a concierge service offered by Dynasty Financial Partners for RIAs in our $100B+ network, I focus on educating UHNW wealth management teams ranging from $250M to $10B+ in AUM on the benefits of full independence. By partnering with a network & platform that showcases full service support, synthetic scale and pricing, supported independence, and promotion of ADV ownership to unlock maximum enterprise value, the wealth management teams I work with are able to take their advisory practices and client experience to the next level while maintaining complete control of their firm.In addition to speaking with financial advisors, our team at Dynasty Connect also helps UHNW individuals connect with highly experienced financial advisors within our network. Through a discovery and matching process, our team makes introductions to advisors based on the investor\'s specific goals and values, ensuring that their unique needs are met with the highest level of white glove private wealth management service through our democratized family office model.If you are a financial advisor or investor wanting to learn more, call me directly at 72••••••25 or email me at j•••••••@dynastyfp.com

Indiana University - Kelley School of Business

Finance & Real Estate