Archive

Sloane Bennett

23 Oct 2024

Ms. Sloane Bennett serves as an Analyst at Precedent Wealth Partners. Sloane works with advisors on retirement planning analyses, supports business development efforts, and optimizes...

Claire Turner

Mrs. Claire Turner has nearly ten years of professional experience in business operations and executive support, with tenure at both a middle-market consulting firm and...

John Watson

7 Mar 2024

John Watson brings nearly a decade of investment analysis and consulting experience to the Precedent Wealth Partners’ Investment Committee. He started his career at Goldman Sachs before...

Carissa Fowler

1 Dec 2023

Ms. Carissa Fowler helps Precedent in a variety of ways, largely by leveraging her background in marketing and graphic design. Carissa is essential in the...

Nina Novales

Ms. Nina Novales brings exceptional experience to Precedent’s operations team. After obtaining her bachelor’s degree in accounting, she has accumulated four decades of experience in...

Libby Webster

16 Oct 2023

Mrs. Libby Webster brings five years of experience in executive support to Precedent Wealth Partners. Libby holds a bachelor’s degree in Communications from the College...

Jeremy Zoladz

3 Apr 2023

Mr. Jeremy Zoladz is the Managing Director, Co-Head of Relationship Management at Dynasty Financial Partners. In this role, he is responsible for consulting on practice...

Bob Shea

Mr. Bob Shea is the Chief Investment Strategist at Dynasty Financial Partners. In this role, he is responsible for constructing and maintaining Dynasty’s Outsourced Chief...

Jasmine ‘Jazz’ Hawk

Ms. Jazz Hawk has seven years of experience in financial advisory, risk management, and financial analysis. Jazz has a bachelor’s degree in accounting and a...

Wendy Yates

Mrs. Wendy Yates has more than 20 years of diverse legal experience. As a practicing attorney, Mrs. Yates is a current member of the National...