Vice President, Relationship Management
Since joining Dynasty in 2019, Gabby has worked alongside the rest of the DEG team supporting some of the most complex wealth management firms in the industry in their efforts to optimize their firm operations, increase profitability, and maximize growth. Additionally, the team consults with established RIAs outside of the Dynasty Network who are interested in dramatically increasing their enterprise value and elevating their business to the next level. DEG is also responsible for Dynasty’s practice management offering and is focused on providing best practices to the Dynasty Network that help elevate client and prospect relationships, train the next generation of advisors and firm leaders, and drive operational efficiency with the goal of setting up firms to continue growing to scale.
Prior to joining Dynasty, Gabby worked as a business support analyst at Carillon Tower Advisers, a wholly-owned subsidiary of Raymond James, generating quarterly reports and custom RFPs for the sales team. Gabby graduated from the University of Florida with a degree in Business Management and speaks Spanish fluently. Born and raised in Boca Raton, FL, she enjoys going to the beach, traveling, and spending time with her family and friends.