Florida-Based RIA – Cyndeo Wealth Partners – Adds Veteran Advisors Thomas Havard and Michael Scott Crouch to Firm
ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Dec 19, 2022--
Cyndeo Wealth Partners announced today that Richard Thomas Havard and Michael Scott Crouch will be joining the firm as Vice Presidents. They are accompanied by Arlene Alexander, Senior Client Relationship Manager. They will all operate remotely and report in to Cyndeo’s headquarters in St. Petersburg, Florida.
Previously, Mr. Havard and Mr. Crouch were both Senior Financial Advisors at Merrill Lynch, managing approximately $250 million in client assets.
“We are excited to be joining Cyndeo Wealth Partners because they align with our mission to act in the clients’ best interest and their experience in working with professional athletes will complement an area of focus we take to heart,” commented Mr. Havard.
Mr. Havard and Mr. Crouch have a combined total of over 25 years of experience in wealth management the majority of which was at Merrill Lynch. With over 50 NFL players, Havard and Crouch focus on financial planning, cash flow management and investment process for their players.
“We are pleased to add Tom and Scott to the team at Cyndeo and specifically to CW BOSS our sports and entertainment division. Their commitment and care for their clients aligns with the way we approach things at Cyndeo and we look forward to helping them continue to grow professionally and personally,” said Matt Kilgroe Cyndeo President and CEO.
Cyndeo Wealth Partners is an RIA based in St. Petersburg, FL with $1.4 billion in assets under management and clients in 40 states. Cyndeo is a member of the Dynasty Financial Partners’ Network of independent financial advisory firms.
“M&A continues to be a key driver of accelerating growth for our Network Firms, and Cyndeo Wealth Partners is no exception,” John Sullivan, Head of Network Development at Dynasty Financial Partners added. “We expect similar announcements across the Network in the weeks and months ahead.”
Richard Thomas Havard
Tom began his career in the financial industry in 1997, and most recently worked as a Senior Financial Advisor at Merrill Lynch for over 10 years. He works with affluent families and athletes to help them build strategies around estate planning, investments, tax minimization, wealth transfer and retirement income. Tom and his business partner Scott Crouch are part of Cyndeo’s athlete and entertainment division named CW BOSS.
Michael Scott Crouch
Scott joins Cyndeo Wealth Partners from Merrill Lynch where he enjoyed a 10-year stint as a financial advisor. A former Division 1 football quarterback, Scott works with professional athletes, executives and business owners in all aspects of their financial journey. Scott and his business partner, Tom Havard, are part of Cyndeo’s athlete and entertainment division named CW BOSS. As an advisor, he focuses on facilitating life-style management and retirement goals, education and strategic financial objectives.
About Cyndeo Wealth Partners
Cyndeo Wealth Partners is an independent registered advisor, offering financial expertise, relevant experience and a genuine empathy for helping families and individuals simplify their wealth-related decision-making. Their objective is to empower each client to maximize life’s impact throughout every transition they experience. Whether it’s retirement, business succession, education financing, wealth transfer, estate planning or any other milestone, they can construct comprehensive planning solutions that anticipate your needs and can evolve over time. For more information, please visit: https://cyndeowp.com/
Dynasty is a provider of technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. Dynasty provides access to a comprehensive platform of software and technology tools, business services and holistic investment management capabilities through an open-architecture platform delivered via a suite of proprietary and third-party technologies. Dynasty’s technology, tools and services provide advisory firms the supported independence to launch their business, scale their operations and grow their firms — both organically and inorganically — while also allowing them to be more focused on and better equipped to serve their clients. Dynasty’s platform and offering have won multiple awards in recent years.
For more than a decade, Dynasty has championed the benefits of independent wealth management for high net worth and ultra-high net worth clients and has contributed to the movement of assets from traditional brokerage channels to the independent channels of wealth management. As Dynasty is becoming a recognized industry leader, Dynasty has differentiated itself by developing competitive strengths, including a deep understanding of and strong relationship with its clients, a comprehensive offering of services and technology-enabled solutions, the ability to leverage its size and breadth to invest, the flexibility and seamlessness enabled by a modular technology solution, the entrepreneurial culture and experienced and committed management team. Dynasty is committed to continually growing its business by facilitating existing advisory firm clients’ growth, onboarding new clients, increasing the clients’ use of its broader capabilities, launching additional solutions and carrying out complementary acquisitions.
For more information, please visit www.dynastyfinancialpartners.com.
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CONTACT: Sally Cates
KEYWORD: UNITED STATES NORTH AMERICA FLORIDA
INDUSTRY KEYWORD: PERSONAL FINANCE ASSET MANAGEMENT PROFESSIONAL SERVICES FINANCE
SOURCE: Cyndeo Wealth Partners
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PUB: 12/19/2022 10:00 AM/DISC: 12/19/2022 10:01 AM