NEW YORK--(BUSINESS WIRE)--Dynasty Financial Partners is pleased to announce that newly-formed DG Wealth Partners has joined the Dynasty Network of Advisory Firms.
Financial advisor David Darby is partnering with Melissa Gray to launch DG Wealth Partners. Previously, the team supervised $1 billion in client assets at Goldman Sachs in their Palm Beach, FL office. DG Wealth Partners will focus its services on entrepreneurs, C-suite executives and families with complex financial portfolios.
David Darby worked at Goldman Sachs Private Wealth Management for 21 years, most recently as a Vice President in their Palm Beach office. Melissa Gray joins the firm with over a decade of experience serving high net worth families, entrepreneurs, executives and non-profit institutions. She previously worked at Goldman Sachs Private Wealth Management for seven years.
“Melissa and I are delighted to have unfettered access to investment opportunities, client servicing technologies, and wealth management resources by partnering with Dynasty, that will allow us to serve as a truly outsourced family office,” said Mr. Darby. “We feel this is the future of the wealth management advisory business and want to be on the cutting edge for the benefit of our clients and their families.”
At DG Wealth Partners, Mr. Darby is responsible for aligning each client’s investment portfolio with their cash-flow needs, planning goals and risk tolerance. He is experienced in managing multi-asset class portfolios of public and private investments as well as managing discrete portfolios of stocks, bonds, ETFs and options. He has spent his career helping clients to structure, execute and implement complicated planning strategies.
As the Director of Client Relations of DG Wealth Partners, Ms. Gray’s primary focus is the integration and management of all aspects of the client experience. She manages the daily operations of the team, including account opening and administration, money transfers, performance reporting and ongoing custodial relationships. She also partners with clients’ accountants, estate planning attorneys and other trusted advisors to ensure cohesion across all areas in their financial plan.
“David, Melissa and the DG Wealth Partners team have an impressive business with deep ties to the community. We are really looking forward to working with them on expanding their family office services and investment opportunities – as well as their goal to establish a broader footprint over time,” said Shirl Penney, CEO of Dynasty Financial Partners.
DG Wealth Partners has formed strategic partnerships with Schwab Advisor Services as primary custodian of client assets and Dynasty Financial Partners for the robust analytics and operational support that will allow the firm to deliver objective and personalized service at the highest level. DG Wealth Partners will engage with Dynasty on building out their technology, practice management, marketing and branding capabilities while streamlining their operations and investments platform.
David Darby is Managing Partner and Co-Founder of DG Wealth Partners. He joins the firm with over two decades of experience serving high net worth families, entrepreneurs, executives and non-profit institutions.
Prior to founding DG Wealth Partners, Mr. Darby spent 21 years as an advisor in the Private Wealth Management Division of Goldman Sachs. He graduated magna cum laude from Brown University in 1996 with an AB in Economics. He is a CFA charter holder.
David is an active supporter of charitable organizations including The Benjamin School, St. Stephen’s & St. Agnes School, Jewish Federation of Palm Beach County and Alpert Jewish Family & Children’s Services. David is a former trustee of the St. Stephen’s & St. Agnes School Foundation in Alexandria, Virginia.
Melissa Gray is Director of Client Relations and Co-Founder of DG Wealth Partners. She joins the firm with over a decade of experience serving high net worth families, entrepreneurs, executives and non-profit institutions.
Prior to DG Wealth Partners, she worked with high net worth clients for over 7 years at Goldman Sachs. She graduated Magna Cum Laude from Florida State University with a BS in Finance and Real Estate.
About Dynasty Financial Partners
Dynasty Financial Partners develops, sources and integrates management capabilities for some of the industry’s leading independent investment advisor firms. Dynasty’s integrated platform services delivery chassis offers a customized, open-architecture wealth management solutions and technology platform supporting advisors as they protect and seek to grow their clients’ wealth. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to crafting solutions that allow investment advisors to act as true fiduciaries to their clients.
Dynasty Financial Partners has corporate offices in New York City, Chicago, Coral Gables, Florida and San Francisco. Visit our website for more information: www.dynastyfinancialpartners.com.
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