Eddie English, CFP® in

Eddie English, CFP®

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Vice President Relationship Management at Dynasty Financial Partners
📍 Houston, Texas, United States

Eddie English is the Vice President of Relationship Management at Dynasty Financial Partners, where he serves as the main liaison for client firms. A Certified Financial Planner (CFP®), he focuses on driving business growth, leading strategic initiatives, and coaching firm leaders to enhance profitability and operational efficiency within the wealth management sector.

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Experience
20 Years
Current Role
Vice President Relationship Management
Job Level
Senior
Location
Houston, Texas, United States
Personality Overview

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Priorities

Topics Eddie cares about

Business Growth
His role centers on driving business growth for client firms through strategic initiatives and close collaboration.
Client Development
Focuses on client development and transition management to help wealth management firms achieve their goals.
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Career

Work history

3-2025
Vice President Relationship Management
Dynasty Financial Partners
1-2022 - 12-2024
Director of Corporate Development
Arkos Global Advisors
4-2011 - 1-2022
Schwab Advisor Services, Business Development Officer, South Central Region
Charles Schwab
6-2005 - 3-2011
Vice President, Regional Wealth Advisory Consultant
MORGAN STANLEY SMITH BARNEY HOLDINGS LLC
Wealth Management Advisor
Frost
In the press

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Education

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Behavioral profile

DISC profile (public)

DISC behavioral profile

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