Cyndeo Wealth Partners

Cyndeo Wealth Partners We listen. We connect. We welcome you like family.

Wishing you a happy and sweet new year!
09/12/2026

Wishing you a happy and sweet new year!

We’re excited to have Casey attending Future Proof Festival in Huntington Beach, CA. With deep expertise in advisor rec...
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.

We’re excited to welcome Joseph Perrino to Cyndeo Wealth Partners as a client relationship manager. Joseph brings experi...
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.

We’re honored to be recognized by Southeastern University and grateful for the opportunity to support SEU and its studen...
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.

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

08/11/2026

Some of the children of Cyndeo take you on a tour of our new home office location.

Last week, our team volunteered at Florida Resurrection House, helping prepare two apartments for incoming residents. Gr...
07/31/2026

Last week, our team volunteered at Florida Resurrection House, helping prepare two apartments for incoming residents. Grateful for the chance to serve and support their mission of creating hope, stability, and connection in our community

We recently celebrated our fourth annual Bring Your Kids to Work Day earlier this week. The children learned about budge...
07/29/2026

We recently celebrated our fourth annual Bring Your Kids to Work Day earlier this week. The children learned about budgeting, and we partnered with to host a shopping trip at Publix for their back-to-school food drive.

Cyndeo’s President/CEO, Matt Kilgroe, joined the Louis Diamondand the Diamond Consults Podcast to discuss what it takes ...
07/24/2026

Cyndeo’s President/CEO, Matt Kilgroe, joined the Louis Diamondand the Diamond Consults Podcast to discuss what it takes to build with the mindset of a $25B firm while staying focused on serving clients and growing with purpose.

https://youtu.be/WRYJd9Lkt7o

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

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