Penney Wise: Q&A With Dynasty Financial Partners CEO, Shirl Penney


Dan Simon


If you’re ever tempted to doubt the power of the American Dream, or feel the odds too stacked against you to succeed, consider Shirl Penney . Penney, 38, is the founder and CEO of Dynasty Financial Partners, a game-changing integrated platform of technology and services for top independent financial advisors. His rags-to-riches life story is too incredible to do justice in a single paragraph and will be the subject of another article (and no doubt book and movie).

Penney rose from incredible poverty, the kind of poverty we like to believe no longer exists in the developed world, to become one of the youngest directors at one of the world’s largest financial firms. Then, he become the successful CEO and founder of Dynasty with a blue chip client roster and a board of directors that reads like the who’s who of Wall Street.

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