Cyndeo Wealth Partners

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

Some members of the Cyndeo team enjoyed spending the morning at The Kind Mouse, where they packed snacks for local child...
05/31/2026

Some members of the Cyndeo team enjoyed spending the morning at The Kind Mouse, where they packed snacks for local children in need. Cyndeo is proud to support such an impactful organization!

Independence looks different for every advisor. At Cyndeo Wealth Partners, we chose a structure that balances control wi...
05/29/2026

Independence looks different for every advisor. At Cyndeo Wealth Partners, we chose a structure that balances control with support, so our team can stay focused on clients and growth.
If you’re thinking about what independence could look like for your business, it’s a conversation worth having. Read our latest client profile: https://tinyurl.com/3s8vf97t

Cyndeo Wealth Partners is excited to be recognized by USA Today again as one of the Best Financial Advisory Firms for 20...
04/16/2026

Cyndeo Wealth Partners is excited to be recognized by USA Today again as one of the Best Financial Advisory Firms for 2026. This achievement reflects our unwavering dedication to providing top-tier service and tailored financial guidance to our valued clients.

See the full list here
https://tinyurl.com/bdzz8xfp

From our family to yours, we wish you a very Happy Easter Weekend!
04/03/2026

From our family to yours, we wish you a very Happy Easter Weekend!

Wishing you a joyous and meaningful Passover filled with love, blessings, and cherished moments of togetherness.
04/01/2026

Wishing you a joyous and meaningful Passover filled with love, blessings, and cherished moments of togetherness.

We’re excited to welcome Matthew Di Lavore to Cyndeo Wealth Partners as a Client Relationship Manager. Matthew, a Florid...
03/30/2026

We’re excited to welcome Matthew Di Lavore to Cyndeo Wealth Partners as a Client Relationship Manager. Matthew, a Florida State University finance graduate, brings experience from Fisher Investments, where he supported high-net-worth clients and managed complex accounts. Outside of work, he enjoys golfing, Tampa Buccaneers games, exploring new restaurants, and family time.

We are excited to welcome Glenn Rodriguez to Cyndeo Wealth Partners as a Senior Vice President. With over two decades of...
03/25/2026

We are excited to welcome Glenn Rodriguez to Cyndeo Wealth Partners as a Senior Vice President. With over two decades of experience, including a long tenure at Merrill Lynch, Glenn brings a disciplined, goals-based approach to financial planning. His commitment to personalized strategies and strong client relationships makes him a valuable addition to our team.

03/20/2026

Watch the video from last week’s town hall to see how connection and collaboration are shaping our future. Together with our partners Rise and Dynasty, we’re focused on empowering our team and enhancing the experience for our clients.

Brandi Frantzis of Cyndeo Wealth Partners recently spoke with Investor Magazine to share insights on her career journey ...
03/18/2026

Brandi Frantzis of Cyndeo Wealth Partners recently spoke with Investor Magazine to share insights on her career journey and the future of women in wealth management.

Read the full story here: https://shorturl.at/sv2Xp

Cyndeo Wealth Partners is proud to welcome Rise Growth Partners as a minority investor and strategic partner. This partn...
03/11/2026

Cyndeo Wealth Partners is proud to welcome Rise Growth Partners as a minority investor and strategic partner. This partnership strengthens our resources while keeping our leadership team in control. Together with our existing partner, Dynasty Financial Partners, our advisors will continue delivering disciplined advice, trusted relationships, and exceptional service. With Rise’s selective, autonomy-focused approach and industry leaders joining our board, we’re positioned to invest more in our people, technology, and services ensuring the quality and care our clients have come to expect.

https://tinyurl.com/3wx8xzac

Address

200 Central Avenue, Floor 23
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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