For Expand Wealth Management Services to Professional Athletes

Cyndeo Wealth Partners Adds Veteran Advisors Thomas Havard and Michael Scott Crouch to Firm


Autor: Funds Society, Miami

  1. Previously, Mr. Havard and Mr. Crouch were both Senior Financial Advisors at Merrill Lynch, managing approximately $250 million in client assets.
  2. Have a combined total of over 25 years of experience in wealth management
  3. Cyndeo is a member of the Dynasty Financial Partners’ Network of independent financial advisory firms