Shares our focus in putting the client first and going the extra mile for them.
Helps to foster an environment of growth and efficiency while supporting our vision of being one of the most powerful brands in the RIA space.
Knows that a great work environment is critical and stays motivated to partner with peers, colleagues and clients to attain stronger solutions.
Brings wealth management skills and capabilities that serve as the foundation for our unique client service model.
Contributes to the success of the organization with a strong work ethic and fresh ideas.
Procyon has chosen to engage the services of Dynasty Financial Partners – one of the industry’s pre-eminent independent advisor platforms.
Dynasty’s fully customizable technology platform gives Procyon end-to-end business support from a proven team, plus unrivaled access to distinctive products, enabling us to offer our clients more efficient, cost-effective and comprehensive service. Dynasty’s relationships with the world’s best-in-class portfolio managers, research firms and other providers allow us to deliver objectivity, transparency and trust.