CATS Roundtable

Shirl Penney | 05-24-26


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John talks with Shirl Penney, founder of Dynasty Financial Partners. He discusses his firm's relocation from New York to St. Petersburg, Florida, highlighting the favorable tax environment and high quality of life in Florida. Learn more about your ad choices. Visit megaphone.fm/adchoices
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CATS RoundtableBy John Catsimatidis