What are the opening hours?

Monday 8:30am - 4:30pm Tuesday 8:30am - 4:30pm Wednesday 8:30am - 4:30pm Thursday 9am - 4:30pm Friday 8:30am - 4:30pm

Cyndeo Wealth Partners

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Cyndeo Wealth Partners

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We listen. We connect. We welcome you like family.

10/23/2026

Thank you to ACG Tampa Bay for hosting “The Deal Behind the Growth: Inside the Rise–Cyndeo Partnership.” We appreciated the opportunity to share insights and discuss the partnership behind Cyndeo Wealth Partners’ growth.

A special thank you to moderator John Connery fellow speakers Tony Ling of Rise Growth Partners and Sam Anderson of Dynasty Financial Partners for an engaging and insightful discussion. We’re proud to have had Matt Kilgroe represent Cyndeo in this conversation.

Thank you to everyone who joined us and helped make this event a success!

10/16/2026

Earlier this week, our team spent time packing activity bags for the Police Athletic League of St. Petersburg after-school program. It was a meaningful opportunity to give back, support local youth, and connect with our community in a hands-on way.

09/23/2026

Casey Jorgensen of Cyndeo Wealth Partners recently shared her perspective with InvestmentNews on women in wealth management and the move toward independence.
Thinking of going independent? Let’s start the conversation.

Read her perspective here: https://tinyurl.com/mu7dn64

09/22/2026

We’re excited to welcome Chris to Cyndeo Wealth Partners. Chris brings extensive experience in trading, investment research, operations, and client service, with a background in equities, fixed income, derivatives, and portfolio implementation. Chris will also help to research investments and evaluate opportunities for our clients.

09/12/2026

Wishing you a happy and sweet new year!

09/10/2026

We’re excited to have Casey attending Future Proof Festival in Huntington Beach, CA.

With deep expertise in advisor recruiting, M&A, and organic growth strategy, Casey looks forward to connecting with advisors, industry leaders, and innovators to share ideas and explore what’s next for wealth management.

If you’ll be there, be sure to connect with Casey.

09/09/2026

We’re excited to welcome Joseph Perrino to Cyndeo Wealth Partners as a client relationship manager. Joseph brings experience in wealth management, banking, and client service, with a background in high-net-worth relationships, portfolio support, and regulatory compliance. Outside of work, he enjoys spending time with his wife, their son Nathan, and their dachshund Sage, and staying active through tennis, kayaking, and golf.

09/03/2026

We’re honored to be recognized by Southeastern University and grateful for the opportunity to support SEU and its students over the years. Partnerships like this reflect our commitment to community, leadership, and lasting impact.

09/01/2026

We’re excited to welcome Casey Jorgensen, to Cyndeo Wealth Partners as Chief Growth Officer.

Casey leads advisor recruiting, M&A pipeline and ex*****on, and our firmwide organic growth strategy. With more than a decade of experience working with advisors and business owners across the wealth management industry, she brings deep expertise in growth strategy, talent management, operational efficiency, scalability, and profitability.

08/26/2026

The dogs of Cyndeo celebrate International Dog Day in style

Address

300 1st Avenue South, 3rd Floor
Saint Petersburg, FL
33701

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	9am - 4:30pm
Friday	8:30am - 4:30pm

Website

https://cyndeowp.com/

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