$1.2 Billion UBS Advisor Team Goes Indie
June 17, 2020
By Ross Snel
A financial advice team that managed $1.2 billion at UBS has taken the leap to independence with the assistance of Dynasty Financial Partners.
So reports WealthManagement.com, which writes that the new firm will be called Cyndeo Wealth Partners. The name comes from the Greek word syndeo, which means “connect.”
Led by Matt Kilgroe, the St. Petersburg, Fla.-based team, which includes seven other advisors and six support members, advises sports and entertainment professionals.