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Florida-Based RIA – Cyndeo Wealth Partners – Adds Veteran Advisors Thomas Havard and Michael Scott Crouch to Firm

January 10, 2023

Addition of Havard and Crouch will Expand Wealth Management Services to Professional Athletes

ST. PETERSBURG, Fla.–(BUSINESS WIRE)–Cyndeo Wealth Partners announced today that Richard Thomas Havard and Michael Scott Crouch will be joining the firm as Vice Presidents. They are accompanied by Arlene Alexander, Senior Client Relationship Manager. They will all operate remotely and report in to Cyndeo’s headquarters in St. Petersburg, Florida.

Previously, Mr. Havard and Mr. Crouch were both Senior Financial Advisors at Merrill Lynch, managing approximately $250 million in client assets.

“We are excited to be joining Cyndeo Wealth Partners because they align with our mission to act in the clients’ best interest and their experience in working with professional athletes will complement an area of focus we take to heart,” commented Mr. Havard.

Mr. Havard and Mr. Crouch have a combined total of over 25 years of experience in wealth management the majority of which was at Merrill Lynch. With over 50 NFL players, Havard and Crouch focus on financial planning, cash flow management and investment process for their players.

“We are pleased to add Tom and Scott to the team at Cyndeo and specifically to CW BOSS our sports and entertainment division. Their commitment and care for their clients aligns with the way we approach things at Cyndeo and we look forward to helping them continue to grow professionally and personally,” said Matt Kilgroe Cyndeo President and CEO.

Cyndeo Wealth Partners is an RIA based in St. Petersburg, FL with $1.4 billion in assets under management and clients in 40 states. Cyndeo is a member of the Dynasty Financial Partners’ Network of independent financial advisory firms.

“M&A continues to be a key driver of accelerating growth for our Network Firms, and Cyndeo Wealth Partners is no exception,” John Sullivan, Head of Network Development at Dynasty Financial Partners added. “We expect similar announcements across the Network in the weeks and months ahead.”

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