Addition reflects firm’s recruiting momentum following Rise Growth Partners’ recent minority investment
ST. PETERSBURG, Fla.–(BUSINESS WIRE)–#EnterpriseRIA—Cyndeo Wealth Partners (“Cyndeo”), an independent registered investment advisor (RIA) with approximately $3.1 billion in assets under management (AUM), today announced that veteran financial advisor Glenn Rodriguez has joined the firm as senior vice president and financial advisor. Bringing more than three decades of experience in financial services, Rodriguez transitions approximately $235 million in client assets from Merrill Lynch.
Founded in 2020, Cyndeo was built to give advisors a stronger voice in their future while maintaining high performance standards and a client-first culture. The firm has developed a reputation for disciplined organic growth, a relationship-driven service model and a strong focus on long-term planning for clients navigating major life transitions. Rodriguez’s addition reflects that momentum and demonstrates how Cyndeo is already executing on its growth strategy following Rise Growth Partners’ recent minority investment, attracting experienced advisors to expand the firm’s presence in the Orlando Metro area.
“We’re thrilled to welcome Glenn to the team,” said Matt Kilgroe, president and chief executive officer of Cyndeo. “Advisors like him are drawn to environments where they can continue delivering exceptional service to their clients while gaining the independence and support needed to grow. His experience and dedication to helping clients navigate pivotal life moments align perfectly with the culture we have built and are continuing to build at Cyndeo.”
Rodriguez specializes in serving widows, retirees and families navigating complex financial decisions. His experience spans financial planning, portfolio construction, risk management, cash flow planning and lending strategies, helping clients develop comprehensive plans aligned with both near-term priorities and long-term goals.
“What stood out to us about Cyndeo is the culture they’ve built for ambitious advisors and the clarity of their vision for growth,” said Joe Duran, managing partner at Rise Growth Partners. “When experienced advisors decide to move their practices, they look for firms where they can continue serving clients at the highest level while unlocking new opportunities to grow. Glenn’s decision reinforces the momentum already building at Cyndeo and highlights the kind of advisors the firm is attracting as it continues to scale in Florida and beyond.”
Rodriguez said the firm’s advisor-first culture and long-term focus made the transition a natural fit.
“Cyndeo has created an environment where advisors can truly focus on their clients while continuing to grow their practices,” said Rodriguez. “What stood out to me was the firm’s commitment to thoughtful planning, collaboration and building something enduring for both clients and advisors. I’m excited to join a team that shares those values and to continue helping my clients navigate important financial decisions with confidence.”
As a member of the Dynasty Financial Partners network, Cyndeo leverages institutional-grade infrastructure and support to accelerate advisor growth and recruitment.
“We’re honored to support Cyndeo as they continue to attract top-tier talent like Glenn,” said Casey Jorgensen, director of relationship management at Dynasty. “His decision to join is a strong reflection of both his commitment to delivering an exceptional client experience and the continued momentum behind Cyndeo’s growth.”
To learn more about Cyndeo Wealth Partners and its team, visit cyndeowp.com.
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 cyndeowp.com.
About Dynasty Investment Bank
Dynasty Investment Bank is a leading investment bank dedicated to serving the asset and wealth management industry and is provided through Dynasty Securities, LLC, a broker-dealer, member FINRA/SIPC. Our Investment Bank specializes in buy- and sell-side M&A, succession planning strategies, strategic advisory services, valuations, and providing flexible capital solutions to help firms achieve their strategic objectives. As an affiliate of Dynasty Financial Partners, a premier wealth management technology middle and back-office service provider to over $120 billion in assets under administration across the US, our investment banking team leverages the synthetic scale to provide our clients with unique market perspectives and deliver high quality execution.
For more information, please visit www.dynastyinvestmentbank.com.
About Rise Growth Partners
Rise Growth Partners is a leading growth partner for exceptional wealth management firms. Rise provides non-controlling minority capital and strategic expertise to help firms accelerate growth, expand their impact, and build enduring businesses. The Rise team is made up of experienced operators and industry experts who have built, scaled and exited successful firms. The team works side by side with leadership teams to drive results quickly, without compromising independence. Rise is purpose-built to support firms that want to do something extraordinary and become nationally recognized “lighthouse” brands. Visit RiseGrowth.com or follow Rise Growth Partners on LinkedIn to learn more.
Contacts
RISE MEDIA CONTACTS:
[email protected]
Hannah Dixon
[email protected]
317-590-0915
Jimmy Moock
[email protected]
610-304-4570
