Who's Moving Where In Wealth Management? – Cyndeo, Raymond James

Editorial Staff

6 November 2024

Cyndeo Wealthy Partners, Dynasty Financial Partners
Cyndeo Wealth Partners, based in St Petersburg, Florida, has welcomed Shawn Jiles as a Central Florida-based advisor managing about $200 million in assets.

Before this, Jiles was a private wealth advisor and partner at Bison Wealth, a firm operating in Orlando. Jiles began his financial services career in 2004. He completed a double major in engineering as an undergraduate and earned his MBA. He is originally from Pittsburg, and is active in the greater Orlando area community.

Cyndeo is a member of the Dynasty Financial Partners network of advisory firms. The business has $2.4 billion in AuM and clients in 40 states.

Raymond James
Raymond James has appointed Tampa, Florida-based financial advisor Paul Elliott to join its independent advisor channel.

Elliott founded Iron Rock Wealth Management and serves clients such as families, business owners, pre-retirees and retirees, as well as corporate retirement plans. Previously, Elliott managed about $105 million in client assets at Edward Jones.

Originally from Boston, Massachusetts, he attended Bentley University where he earned a master of science in financial planning. Elliott is also a US Army veteran who served for seven years in the Military Police Corps.