Cyndeo Wealth Partners announced that Shawn Jiles, CPFA, C(k)P, CRPS, CRPC has joined the firm as a Central Florida-based advisor managing about $200 million in assets.
Before joining Cyndeo, Jiles was a Private Wealth Advisor and Partner at Bison Wealth, a wealth advisory firm based in Orlando, Fla. And as a veteran Advisor, Mr. Jiles is especially skilled at achieving balance-sheet efficiencies for ultra-high-net-worth individuals and families.
Working in concert with external tax and legal advisors as appropriate, Jiles has shown depth in long-term financial planning, portfolio design, business succession, and liquidity strategies. And his enduring client relationships demonstrate his ongoing care and diligence while his training as an engineer power his ability to tackle complex problems and methodically delineate clear paths forward.
Cyndeo Wealth Partners is an RIA based out of St. Petersburg, Florida, with $2.4 billion in assets under management and clients in 40 states. And Cyndeo is a member of the Dynasty Financial Partners’ Network of independent financial advisory firms.
Cyndeo Wealth Partners is a member of the Dynasty Network of independent advisory firms.
KEY QUOTES:
“Shawn is a great addition to our Central Florida strategy. He provides deeply customized advice and guidance to help his accomplished clients unwind the complexities that significant wealth frequently entails. Most important, his unwavering commitment to his clients aligns with the approach we take at Cyndeo.”
– Matt Kilgroe, President and CEO of Cyndeo
“(I am) excited to be joining Cyndeo Wealth Partners because their core approach aligns with my mission to act in the clients’ best interests.”
– Shawn Jiles
“M&A — including milestone hires like that of Mr. Jiles at Cyndeo — continues to be a key driver of accelerating growth for our Network Firms.”
– Andrew Marsh, Vice Chairman of Dynasty Financial Partners
