Dynasty Financial Partners, the industry-leading platform of integrated wealth management services and technology for independent advisors, today announced that it has hired Jeremy Zoladz as a Vice President, Relationship Management in Chicago, reporting to Senior Vice President John Sullivan. The firm also announced it is opening a new office located in the Chicago Loop.

“At Dynasty, we seek to add professionals who can work closely with our advisory teams on client and prospect meetings. Jeremy has the deep client experience that will add significant value to our Network Advisor teams,” said Mr. Sullivan. “We have had significant expansion in the Central Division with the addition of some fast-growing teams in Chicago and St. Louis in 2015 and we have a robust pipeline in 2016.”

In this new position, Mr. Zoladz will work with Dynasty Network Advisors in the Central Division on business planning and practice management. One-third of Dynasty’s Network Advisors are located in the Central states which includes the upper Midwest, South to Texas and West to Colorado.

Jeremy Walter Zoladz, CRPS® has 17 years’ experience in wealth management, high net worth and institutional consulting. Mr. Zoladz joins Dynasty Financial Partners from Morgan Stanley where he was a Corporate Retirement Director, Institutional Consultant at Graystone Consulting since 2012. In this role, he was the lead consultant providing investment consulting services to institutional clients. Prior to that, he was Vice President, Business Development Manager at Morgan Stanley Smith Barney supporting financial advisors with the growth and efficiency of their practice, while utilizing the full depth and breadth of the MSSB platform. He started at MSSB as Financial Consultant, Rule 144 Specialist in June 1998.

Mr. Zoladz graduated from The Ohio State University with a Masters of Business Administration and received his BA in Economics from DePauw University.

“In an effort to continue to provide an extraordinary level of service on behalf of our clients and to best leverage our existing talent, opening a corporate office in Chicago and expanding our team in the Central Division makes good business sense," said Shirl Penney, President and CEO of Dynasty Financial Partners. “We anticipate rapid growth in 2016 in the Central Division as our pipeline continues to expand. To handle the demands of our burgeoning business, we will continue to make strategic investments in our people, platforms and capabilities.”

To allow for more local and customized service of their growing network of independent advisors, Dynasty has created a three division structure in the U.S. and is hiring key resources to build out the divisional coverage positions to further support their advisor client base. Dynasty Financial Partners has divisional offices in New York, Chicago and San Francisco.

About Dynasty Financial Partners

Dynasty Financial Partners is the premiere integrated platform for the wealth management industry’s top advisors. Dynasty develops, sources and integrates wealth management capabilities, solutions and technology into its open-architecture platform to help independent advisors protect and grow their clients’ wealth. Dynasty’s core principle is “objectivity without compromise”, and the firm is committed to crafting solutions that allow investment advisors to act as true fiduciaries to their clients. For more information, please visit www.dynastyfinancialpartners.com and follow us on Twitter @DynastyFP.