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Executive Managing Director
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Co-Founder and Partner
Managing Director
Co-Founder and Partner
Executive Managing Director
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Partner, Private Wealth Advisor
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Senior Vice President, Senior Private Wealth Advisor
Senior Vice President, Senior Private Wealth Advisor
Senior Vice President, Private Wealth Advisor
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Vice President, Private Wealth Advisor
Vice President
Private Wealth Advisor
Vice President
Private Wealth Advisor
Vice President
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Vice President of Employee Benefits
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Market commentary
Procyon Partners’ Jerry Sneed and Frank McKiernan Recognized by Forbes and Shook Research as Top Next-Gen Wealth Advisors Best-In-State for 2024
Procyon Partners is proud to announce that Jerry Sneed, CFA®, CAIA® and Frank McKiernan have been recognized by Forbes andRead More
Wealth Solutions Report – Predicting Stock Markets For The Second Half Of 2024
Dynasty Affiliates Predict Equities Markets And Discuss Economic Factors, Opportunities And Risks As we look towards the second half ofRead More
MARKET UPDATE: A GREAT ROTATION?
Markets broadly continued to trend higher throughout the second quarter and into the start of the third quarter, despite someRead More
FinancialPlanning – Career changers reflect on the many paths into financial planning — and offer advice on making the switch
By Rob Burgess They were military members, teachers, civil engineers, broadcasters, human resources directors and every profession in between. AndRead More
WealthManagement – The Ultimate Entrée For The Independent Channel
Diana Britton | Jul 22, 2024 While many in the financial advice business have for years focused on retail clients, some firmsRead More
InvestmentNews – What RIAs need to think about before partnering up
“You’re literally marrying another entity that you may not have married from the beginning,” says CEO of Procyon Partners. JulyRead More
InvestmentNews – Financial planners not playing games with GameStop
Meme stocks may be flying again, but a new study shows more financial planners would not buy individual stocks evenRead More
Wealth Solutions Report – Three Advisory CEOs Describe Strategy at Three Stages Of Growth
Growth isn’t a linear, smooth path – it’s filled with multiple challenges as a firm proceeds through stages. Navigating theRead More
Wealth Solutions Report – How To Improve Your Service For Female Clients
Three Women Advisors Explain The Common Needs Of Female Clients And Advice On Serving Them In an industry that hasRead More
Financial Planning – Social Security is still in trouble. What should advisors tell their clients?
By Nathan Place The latest numbers are in, and Social Security is still drifting toward insolvency — just slightly lessRead More