Aaron Zander, VP - Platform and Investment Operations at Dynasty Financial Partners

Aaron Zander

VP - Platform and Investment Operations at Dynasty Financial Partners | Clearwater, Florida, United States

Profile last verified July 2026
Investment Management Verified Profile Clearwater, Florida, United States University of South Florida
Verified

Personal Email

***@gmail.com

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Phone Number

(22*****

United States • Mobile

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Aaron Zander Socials
Aaron Zander Work Experience

VP - Platform and Investment Operations at Dynasty Financial Partners in February 2023 - Present

AVP, Platform and Investment Operations at Dynasty Financial Partners in January 2020 - February 2023

Research Coordinator at Flaharty Asset Management, LLC in July 2013 - January 2020

Aaron Zander Education

University of South Florida, January 2012 to January 2014

Coastal Carolina University, January 2007 to January 2010

Aaron Zander Skills
Time Management Access Golf QuickBooks Financial Statement Analysis LPL BranchNet Financial Markets Financial Modeling Salesforce CRM Microsoft PowerPoint Microsoft Excel Microsoft Word SAP Business One Outlook Training Inventory Management Accounting Customer Service Accounts Payable Accounts Receivable Inventory Control Budget Process Scheduler Spreadsheets Microsoft Office Finance Research US Equities Valuation Wealth Management Services Trading Strategies Portfolio Management Risk Management
About Aaron Zander’s Current Company
Dynasty Financial Partners

Dynasty Financial Partners works exclusively with a select group of truly independent advisors of integrity to help them better serve their clients while ultimately growing their business and enterprise value. We are the industry advocate for advisors and accomplish this through aligned business interests with our Network Partners, a shared set of values that drive a connected Community, and a common vision to be forward looking leaders within the wealth management industry and advocates for the advancement of financial education and literacy across the country. With the power of our people, processes, partners and platform, their businesses have the potential to run more profitably and grow faster. We offer access to flexible capital solutions to help advisors develop, expand, and scale their business. We also provide M&A support to firms looking to grow inorganically or to plan for succession. Through a strategic and cultural partnership that we foster with each of our Network firms, we seek to enhance their enterprise value and accelerate their growth. We accomplish this through our proprietary core service model that provides middle and back office support in the areas of Finance, Technology, Marketing, Compliance, Practice Management, Investments, Consulting and Community. Headquartered in St. Petersburg, Florida, and with four offices across the country, the Dynasty team powers the industry’s most rewarding opportunity for entrepreneurial independent advisors of integrity. Visit our website for more information: www.dynastyfinancialpartners.com Follow us on Twitter: @DynastyFP Subscribe on Youtube: http://bit.ly/1MKXhC8 *Please note: Dynasty does not conduct any business on any social media platform. Also, Dynasty will never ask you to send personal or financial information (such as account numbers, passwords, or Social Security numbers) over social media platforms.*

Discover more about Dynasty Financial Partners
Aaron Zander’s Colleagues
Brett Sawczyk

Brett Sawczyk

United States

Sales Development Representative

Sales Development Representative at Branch
(May 2024 – Present)

J Grafton

J Grafton

Greater Tampa Bay Area

VP, Compliance at Dynasty Financial Partners

VP, Compliance at Dynasty Financial Partners
(February 2022 – Present)

Alexander Perdue

Alexander Perdue

St Petersburg, Florida, United States

Senior Associate - oCFO

Senior Associate, oCFO at Dynasty Financial Partners
(July 2023 – Present)

Gary Farnham

Gary Farnham

St Petersburg, Florida, United States

Powering Independence at Dynasty Financial Partners

Personal Financial Services at John Hancock
(August 2026 – August 2026)

Eberhardt Jerry

Eberhardt Jerry

Goleta, California, United States

Director at Dynasty Financial Partners

Senior Executive Vice President at Smith Barney
(August 1997 – August 2026)

Erica Sperber

Erica Sperber

New York City Metropolitan Area

SVP, Head of Operations Coordinators and Change Management

Operations Specialist at AST Equity Plan Solutions
(August 2026 – August 2026)

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Frequently asked questions about Aaron Zander

What is Aaron Zander email address?

Email Aaron Zander at [email protected] and [email protected]. This email is the most updated Aaron Zander's email found in 2026.

What is Aaron Zander phone number?

Aaron Zander phone number is (224) 715-4865.

How to contact Aaron Zander?

To contact Aaron Zander send an email to [email protected] or [email protected]. If you want to call Aaron Zander try calling on (224) 715-4865.

What company does Aaron Zander work for?

Aaron Zander works for Dynasty Financial Partners.

What is Aaron Zander's role at Dynasty Financial Partners?

Aaron Zander is VP - Platform and Investment Operations

What industry does Aaron Zander work in?

Aaron Zander works in the Investment Management industry.

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