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Jason W. Pinkham, Senior Consultant
Member of the Dynasty Client Service Team

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Our Team

Dynasty is

Dynasty is

  • 100% owned by its Founders, Employees and Board of Directors
  • 80+ employees located in midtown New York City, Chicago, and St. Petersburg Florida

Every success we enjoy and share with our Network is attributable to the caliber and quality of the people on our team. Dynasty was founded by industry veterans who understood the role personal connectivity plays in the financial advisory field.

Entrepreneurial in spirit and truly caring at heart, the Dynasty team reflects the values of the advisors in our Network.

Photo of Cori Wells

Cori Wells
Associate, Service Desk

Cori joined Dynasty Financial Partners in 2021 as an Associate working with both the Transition and Service Desk teams. Prior to joining Dynasty, Cori spent 6 years as a Registered Senior Wealth Management Client Associate at Merrill Lynch supporting a Private Wealth Management team in Tampa, FL.

Cori earned her Bachelor of Science in Public Relations from the University of Florida. She is an avid traveler, and also loves to cook and read.