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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Matt Kilgroe

2021’s 10 Most Valuable Lessons from Advisors and Business Owners

2021’s 10 Most Valuable Lessons from Advisors and Business Owners

Key insights shared by recent breakaway advisors and independent business owners curated from the 2021 season of the podcast series for financial advisors. Topics include why they chose independence, motivations to change, impact to clients and more.

$1.2B ex-UBS Advisor on Independence and the Value of “Controlling Your Own Ship”

$1.2B ex-UBS Advisor on Independence and the Value of “Controlling Your Own Ship”

After building a $1.2B business at UBS, Matt Kilgroe and his team found they were limited in what they could do for their clients. So in June of 2020, amidst the pandemic, they launched RIA Cyndeo Wealth Management and haven’t missed a beat.

$1.2 Billion UBS Advisor Team Goes Indie

$1.2 Billion UBS Advisor Team Goes Indie

By Ross Snel, Barron’s – 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.”

Advisor in Dynasty’s Backyard Leaves UBS to Start His Own Firm

Advisor in Dynasty’s Backyard Leaves UBS to Start His Own Firm

By Asia Martin, WealthManagement.com – Matt Kilgroe, an advisor to sports and entertainment professionals in St. Petersburg, Fla., has left UBS to start his own registered investment advisory, partnering with Dynasty Financial Partners to do so. He and his 13-member team, which manage $1.2 billion in client assets across approximately 400 households, will now be known as Cyndeo Wealth Partners.

Dynasty launches ex-UBS team that managed $1.2bn

Dynasty launches ex-UBS team that managed $1.2bn

By Jake Martin, Citywire USA – Veteran advisor Matt Kilgroe has defected from UBS to launch Cyndeo Wealth Partners in St. Petersburg, Florida using RIA platform Dynasty Financial Partners, which is headquartered in the same city.

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