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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 Allison Marshal

Allison Marshal
Vice President, Billing Supervisor

Allison Marshall and the Billing Team are responsible for the overall fee billing administration conducted through the Dynasty Platform, working closely with the Network Partners.

Prior to joining Dynasty, Allison gained extensive experience in billing and financial oversight throughout her career, most recently spending more than 8 years at Raymond James. After leaving there in 2019, she launched her own business as a professional organizer, gaining a greater appreciation for what it takes to be an entrepreneur.

Allison is a St. Pete native and received a BBA in Marketing from Stetson University. Her greatest accomplishments are her daughters, Lane and Meredith. And in her free time, she enjoys spending time with family and friends, traveling, wandering in museums or the great outdoors, and reading.