Shirl Penney

Shirl Penney is the founder, CEO, and member of the Board of Directors of Dynasty Financial Partners, one of the leading advocates and platforms for independent wealth advisor firms. Since its launch in 2010, Dynasty has grown to nearly $100B under management.

Shirl is recognized throughout the industry for his thought leadership and insight on key trends and issues impacting the rapidly evolving wealth management landscape. Investment News named him to its 2015 list of ‘40 Most Influential People in Wealth Management Under 40,’ as well as to its inaugural list of ‘Icons and Innovators in Wealth Management’ the following year.

In 2019, Dynasty relocated from New York, NY, to St. Petersburg, Florida, and Shirl quickly became a leading voice in the city’s business community, embracing local causes and giving back to organizations serving the area where Dynasty employees live and work. In 2023, he was named ‘Florida Entrepreneur of the Year,’ and in 2024 the Tampa Bay Business Journal selected him for its ‘Power 100 List’ of the area’s most influential business leaders.

Prior to Dynasty, Shirl worked at Citi Smith Barney in various leadership roles including director of private wealth management and head of executive financial services.

Shirl is from Eastport, Maine, and graduated from Bates College. He and his family live in St. Petersburg where they are active in numerous charitable causes focused on education, poverty, ALS, and veteran services. He is a Fellow of the inaugural class of the Finance Leaders Fellowship, a member of the Aspen Global Leadership Network, and a member of the Young President’s Organization of Florida.