Managing Director of Operations
Angela has over 25 years in the financial services industry. The majority of experience was gained through her career with Raymond James. Spending 22 years with the Florida-based firm, Angela was primarily focused on supporting and advocating the custom needs of independent financial advisors and their RIAs under Raymond James Financial Services. Taking on various roles and increasing management responsibilities across the independent broker-dealer, Angela gained tremendous experience overseeing advisor-facing areas such as client service, operations, practice management, discretionary asset management offerings, advisor supervision, and compliance. Before leaving Raymond James to join Dynasty Financial Partners, she was responsible for the compliance oversight program for the Raymond James broker-dealer back-office operations clearing and custody functions. Angela also held management roles with Morgan Stanley and Bank of America during her financial services career.
Angela and her husband Ryan live in Seminole, Florida with their two children: Ryan Jr, and Summer.