Think Bigger Voices
In this episode of Think Bigger Voices, host Jennie Treby sits down with Shirl Penney, founder and CEO of Dynasty Financial Partners. Shirl discusses his remarkable childhood journey from poverty, food insecurity and homelessness in rural Maine to a successful career on Wall Street - to becoming the founder of one of the fastest-growing independent wealth management firms in the country. Shirl shares powerful lessons on resilience, mentorship, financial empowerment, and the people who helped shape his path - especially his grandfather - who changed the course of his life with one selfless decision. Packed with wisdom on leadership, purpose, mentorship and giving back, this episode will leave you inspired to think bigger - and serve as a reminder that where you start does not determine where you can go. Fun fact: Shirl had perfect school attendance from kindergarten through 12th grade! Key Takeaways: * Shirl’s extraordinary upbringing in rural Maine * The residual impact of growing up with housing and food insecurity * The life-changing influence of his grandfather and mentors * What he learned navigating Wall Street as an outsider * Why “education is the way out” * The inspiration behind founding Dynasty Financial Partners * Dynasty's objective to ensure quality financial literacy and investments access for working families across America * Practical advice for young people pursuing big dreams Subscribe to Think Bigger Voices: Apple Podcasts, Spotify, YouTube Links Think Bigger Voices: https://www.youtube.com/watch?v=NqGaJ1xjrvk&t=574s [https://www.youtube.com/watch?v=NqGaJ1xjrvk&t=574s] https://www.linkedin.com/company/think-bigger-voices [https://www.linkedin.com/company/think-bigger-voices] Think Big for Kids: https://www.youtube.com/ @thinkbigforkids9061 [https://studio.youtube.com/channel/UCSU_3e8c4yHjYFj_ZUpm3AA] Shirl Penney: https://www.linkedin.com/in/shirlpenney/ [https://www.linkedin.com/in/shirlpenney/] Dynasty Financial Partners: https://www.linkedin.com/company/dynasty-financial-partners/ [https://www.linkedin.com/company/dynasty-financial-partners/] https://www.dynastyfinancialpartners.com/ [https://www.dynastyfinancialpartners.com/] Jennie Treby: https://www.linkedin.com/in/jennie-treby/ [https://www.linkedin.com/in/jennie-treby/] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.
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