Cyndeo Wealth Partners, an independent registered investment advisor with approximately $3.1 billion in assets under management, announced that veteran financial advisor Glenn Rodriguez has joined the firm as senior vice president and financial advisor, bringing about $235 million in client assets from Merrill Lynch.
Rodriguez brings more than three decades of experience in financial services and specializes in serving widows, retirees, and families navigating complex financial decisions. His expertise spans financial planning, portfolio construction, risk management, cash flow planning, and lending strategies, helping clients build comprehensive plans aligned with both short- and long-term priorities.
The move reflects continued recruiting momentum at Cyndeo following a recent minority investment from Rise Growth Partners. The firm, founded in 2020, has positioned itself as a growth-oriented RIA focused on a relationship-driven service model and long-term planning for clients experiencing major life transitions. The addition of Rodriguez highlights Cyndeo’s strategy of attracting experienced advisors to expand its footprint, particularly in the Orlando metro area.
Cyndeo is also part of the Dynasty Financial Partners network, leveraging institutional-grade infrastructure and support to accelerate advisor growth and recruitment as it scales its presence across Florida and beyond.
Rodriguez said the firm’s advisor-focused culture and long-term vision made the transition a natural fit, aligning with his approach to delivering high-quality client service while continuing to grow his practice.
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“We’re thrilled to welcome Glenn to the team. 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.”
Matt Kilgroe, President And Chief Executive Officer, Cyndeo Wealth Partners
“What stood out to us about Cyndeo is the culture they’ve built for ambitious advisors and the clarity of their vision for growth. 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.”
Joe Duran, Managing Partner, Rise Growth Partners
“Cyndeo has created an environment where advisors can truly focus on their clients while continuing to grow their practices. 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.”
Glenn Rodriguez, Senior Vice President And Financial Advisor, Cyndeo Wealth Partners
“We’re honored to support Cyndeo as they continue to attract top-tier talent like Glenn. 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.”
Casey Jorgensen, Director Of Relationship Management, Dynasty Financial Partners
