People Moves

Florida Firm Adds NFL Specialist Wealth Managers

Editorial Staff December 20, 2022

Florida Firm Adds NFL Specialist Wealth Managers

The managers have a client roster which includes more than 50 NFL players.

Cyndeo Wealth Partners – a business focused on NFL players – has appointed former Merrill Lynch advisors Richard Thomas Havard and Michael Scott Crouch as vice presidents.

They are joined by Arlene Alexander, senior client relationship manager. They will all operate remotely and report to Cyndeo’s headquarters in St Petersburg, Florida. Previously, Havard and Crouch were senior financial advisors at Merrill Lynch, managing about $250 million in client assets.

The duo have a combined total of more than 25 years’ experience in wealth management, most 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,” Matt Kilgroe Cyndeo president and CEO, said.

Cyndeo Wealth Partners , which has $1.4 billion in assets under management and clients in 40 states, is part 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, said. “We expect similar announcements across the Network in the weeks and months ahead.”

Dynasty, as reported here, has recently completed a fund-raising to finance new developments.

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