Procyon Perspectives
Co-Founder and Partner
Co-Founder and Partner
Co-Founder and Partner
Co-Founder and Partner
Co-Founder and Partner
Partner
Partner, Managing Director, Private Wealth Advisor
Partner, Private Wealth Advisor, Retirement Plan Consultant
Partner, Private Wealth Advisor
Partner, Private Wealth Advisor
Partner, President, Employee Benefits
Partner, Executive Vice President, Employee Benefits
Chief Revenue Officer
Managing Director
Senior Vice President, Private Wealth Advisor
Senior Vice President, Senior Private Wealth Advisor
Senior Vice President, Senior Private Wealth Advisor
Senior Vice President, Private Wealth Advisor
Senior Vice President, Senior Private Wealth Advisor
Vice President, Private Wealth Advisor
Vice President, Private Wealth Advisor
Vice President
Vice President
Vice President
Vice President of Employee Benefits
Financial Advisor | Relationship Manager
Financial Advisor
Director of Investments
Director, Business Services
Director of Client Service
Director of Financial Planning
Director of Financial Analytics
Financial Planner
Investment Analyst | Trader
Senior Education Consultant
Business Services Analyst
Investment Analyst
Reporting Analyst
Account Executive
Senior Client Service Associate
Senior Client Service Associate
IC Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Office Associate
Market commentary
InvestmentNews – The business continuity planning lessons amid Helene and Milton
By Gregg Greenberg The widespread devastation caused by hurricanes Helene and Milton has wealth managers updating their emergency plans. First hurricaneRead More
InvestmentNews – The future of fees
Is it finally time to wave goodbye to the industry standard one-percent AUM fee? Let’s talk about the one percent,Read More
AccountingToday – The New Path to Wealth Creation for CPAs
In the dynamic landscape of finance and accounting, the relationship between private equity and CPA firms has transformed unlocking opportunitiesRead More
Wealth Solutions Report – Year-End Adjustments To Maximize The Client Retirement Portfolio
Dynasty Affiliates Share Retirement Strategies For Adjusting To Current Conditions, Trends And Tax Planning In The Final Months Of 2024Read More
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