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Jason W. Pinkham, Director, Eastern Division and Transitions
Member of the Dynasty Client Service Team

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Our Team

Dynasty is

Dynasty is

  • 100% owned by its Founders, Employees and Board of Directors
  • 60+ employees located in midtown New York City, Chicago, Miami, San Francisco, and St. Petersburg Florida

Every success we enjoy and share with our Network is attributable to the caliber and quality of the people on our team. Dynasty was founded by industry veterans who understood the role personal connectivity plays in the financial advisory field.

Entrepreneurial in spirit and truly caring at heart, the Dynasty team reflects the values of the advisors in our Network.

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Casey McKeon
Vice President, Dynasty Enterprise Group

Casey McKeon joined Dynasty Financial Partners in 2020 and currently serves as the Vice President of Relationship Management within The Dynasty Enterprise Group.  Casey works with some of the wealth management industry’s largest and most sophisticated firms to help them optimize operational efficiencies, maximize growth and expand margin.

Prior to Dynasty, Casey worked at Raymond James within the Private Client Group Education and Practice Management department as a Business Development Strategist where she focused on integrating the efforts of experienced advisor coaching, new advisor development, branch associate development, advisor inclusion networks and educational programs and events.  Casey also spent three years within the Succession and Acquisition Planning department, where she worked with advisors to plan, build and transition their legacies.

Outside of the office, Casey sits on the Mainsail Art Festival Committee and is a Founding Friend of the Patrick Brett Foundation.  A native of St. Petersburg, you can find Casey cheering on the Bucs, Bolts, Rays and Rowdies.

Casey received her Bachelor of Arts degree in Business Administration with honors from Furman University. She is a CERTIFIED FINANCIAL PLANNER™, as well as a Registered Corporate Coach™ and holds the Series 7, 66 and 9/10 licenses.