Interview with Shirl Penney of Dynasty Financial Partners

from Executive Perspective Podcast · host Florida Trend

Florida Trend President and Publisher David Denor and Executive Editor Amy Keller sit down with Shirl Penney, President and CEO of Dynasty Financial Partners for a discussion about the wealth management platform's metrics and method. Shirl dives into his personal background and how it shaped his motivation and management style, while exploring the mechanics of the financial unicorn's operation and path to success.

Episode metadata supplied by the publisher feed · Published Jun 1, 2026

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Interview with Shirl Penney of Dynasty Financial Partners

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