Mr. Wilson oversees strategic relationships that help form Dynasty’s Investment Platforms, searching for new partnerships, services and technology, and ensuring the proper delivery of the platforms to the Dynasty Network. Most recently, as the Head of Investment Operations he was responsible for overseeing the Investment operations platform and has been with the firm since inception. Prior to joining Dynasty, he was with U.S. Trust, Bank of America/Merrill Lynch’s Private Wealth Management division, where he served as an Assistant Vice President on a team specializing in client relations, investment management and trust and estate planning for UHNW clients. In 2007, he was a Sales Assista

Marcus Wilson
Senior Vice President, Investment Platforms Management and Head of Implementation
Dynasty Financial Partners
United States, Florida, St. Petersburg
About Me
Profile Information
Senior Vice President, Investment Platforms Management and Head of Implementation
Dynasty Financial Partners
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
St. Petersburg
Florida
United States
Feb 12, 2025
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