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June 18, 2020 at 11:44 AM
Shirl Penney, CEO of Dynasty Financial
Dynasty Financial Partners has helped two teams from UBS go independent with a total of $1.6 billion in assets. One group, with $1.2 billion, is based in St. Petersburg, Florida, while the other has $400 million and is located in Pittsburgh.
The Florida-based team does business as Cyndeo Wealth Partners and is led by Matt Kilgroe, who has nearly 30 years in the business and spent the past eight with UBS.
“I could not be more thrilled to partner with … the entire Cyndeo team,” said Dynasty CEO Shirl Penney, in a statement.
“As one of the largest financial advisory teams in the greater Tampa/St. Pete area, Matt and the Cyndeo team are also deeply committed to the St. Pete community and are well known for their strong support for local causes,” Penney said.
The other seven senior financial professionals working with Kilgroe are Pete Frantzis, Eric Branson, Tommy Kidwell, Ryan Quinty, Adam Hess, Nate Johnson and David Lackore. The group also includes five client relationship managers.
“We had keen interest from our clients for more flexibility surrounding investments and service than we could provide in the wirehouse setting,” according to Kilgroe.
Plus, the team wanted to use “technological tools that allow client data aggregating as well as financial modeling … and to create a strategy around succession planning,” he said.
