Cyndeo Wealth Partners announced 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.”
Richard Thomas Havard
Tom began his career in the financial industry in 1997, and most recently worked as a Senior Financial Advisor at Merrill Lynch for over 10 years. He works with affluent families and athletes to help them build strategies around estate planning, investments, tax minimization, wealth transfer and retirement income. Tom and his business partner Scott Crouch are part of Cyndeo’s athlete and entertainment division named CW BOSS.
Michael Scott Crouch
Scott joins Cyndeo Wealth Partners from Merrill Lynch where he enjoyed a 10-year stint as a financial advisor. A former Division 1 football quarterback, Scott works with professional athletes, executives and business owners in all aspects of their financial journey. Scott and his business partner, Tom Havard, are part of Cyndeo’s athlete and entertainment division named CW BOSS. As an advisor, he focuses on facilitating life-style management and retirement goals, education and strategic financial objectives.
