Firm Recently Celebrated One-Year Anniversary as Independent RIA
ST. PETERSBURG, Fla., November 29, 2022--(BUSINESS WIRE)--Nilsine Partners announced today that Dan Weeks, CFP®, CFBA, CFWA has joined the firm as Senior Advisor, Managing Director. He is accompanied by Jenny Boyle, Client Relationship Manager. They will both operate from the firm’s headquarters in Greenwood Village, Colorado.
In their new roles at Nilsine Partners, Mr. Weeks will focus on Business Development, lead Private Placement and Alternative Asset research for the Investment Committee and work closely on Multi-family Office Services, including Philanthropic and Trust focus. Ms. Boyle will assist Senior Advisors with relationship management as she continues to serve the needs of high-net-worth individuals, families and business owners.
Mr. Weeks specializes in business exit planning, tax planning, alternative investments, family office, and philanthropic planning.
Nilsine Partners celebrated their one-year anniversary as an independent RIA firm on September 17, 2022.
"As we continue to grow and add new talent, our priority remains focused on elevating the client experience and building on the Nilsine Partners culture. Dan and Jenny make excellent additions to the team in both areas and the entire Nilsine Partners firm is thrilled to add them to our family," commented Scott Bills, Chief Executive Officer and Partner.
Nilsine Partners is a member of the Dynasty Financial Partners’ Network of independent financial advisory firms.
About Nilsine Partners
Nilsine Partners is an independent registered investment adviser, committed to helping clients simplify the management of their wealth in order to better pursue the goals for their lives. Headquartered in the Denver metropolitan area, Nilsine Partners was founded in 2021 by a team of financial professionals with multiple decades of experience, who designed the firm to provide a high-level of personal service.
Learn more by visiting: https://nilsinepartners.com/
About Dynasty Financial Partners
Dynasty is a provider of technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. Dynasty provides access to a comprehensive platform of software and technology tools, business services and holistic investment management capabilities through an open-architecture platform delivered via a suite of proprietary and third-party technologies. Dynasty’s technology, tools and services provide advisory firms the supported independence to launch their business, scale their operations and grow their firms — both organically and inorganically — while also allowing them to be more focused on and better equipped to serve their clients.
For more information, please visit www.dynastyfinancialpartners.com.
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CERTIFIED FINANCIAL PLANNER™. The CERTIFIED FINANCIAL PLANNER™, CFP® and federally registered CFP (collectively, the "CFP® marks") are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. ("CFP Board").
The Certificate in Family Business Advising (CFBA) and the Certificate in Family Wealth Advising designations are issued through Family Firm Institute (FFI) and signifies that an individual has met initial and on-going experience, ethical, education, and examination requirements for the professional designations, which is focused on management topics and strategies for families in business and families of wealth.
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