Cyndeo Wealth Partners has added veteran advisor Glenn Rodriguez to its roster, the RIA has announced.
Based in Lake Mary, Florida, Rodriguez joins Cyndeo from Merrill Lynch and is transitioning approximately $235 million in client assets with him from the wirehouse. After joining the financial services industry in 1995, he spent more than two decades at Merrill Lynch Wealth Management. At Cyndeo, he serves as senior vice president and financial advisor.
Earlier this month Rise Growth Partners made a strategic minority investment in Cyndeo. In a statement, Cyndeo said that the addition of Rodriguez is proof that the RIA is already executing on its growth strategy and attracting experienced advisors to expand its presence in the Orlando Metro area.
“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,” said Joe Duran, managing partner at Rise Growth Partners. “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, who specializes in serving widows, retirees and families navigating complex financial decisions, was won over by the environment created by Cyndeo. “What stood out to me was the firm’s commitment to thoughtful planning, collaboration and building something enduring for both clients and advisors,” he said, in the statement. “I’m excited to join a team that shares those values and to continue helping my clients navigate important financial decisions with confidence.”
A member of the Dynasty Financial Partners network, Cyndeo operates from St. Petersburg, Florida, and Lake Mary, and has approximately $3.1 billion in assets under management. The company has previously described its growing presence across the southeast.
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