ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Cyndeo Wealth Partners announced today that Shawn Jiles, CPFA™, C(k)P®, CRPS®, CRPC® has joined the firm as a Central Florida-based advisor managing roughly $200 million in assets.
Prior to joining Cyndeo, Mr. Jiles was a Private Wealth Advisor and Partner at Bison Wealth, a wealth advisory firm based in Orlando, Fla. As a veteran Advisor, Mr. Jiles is especially skilled at achieving balance-sheet efficiencies for ultra-high-net-worth individuals and families.
“Shawn is a great addition to our Central Florida strategy,” said Matt Kilgroe, President and CEO of Cyndeo. “He provides deeply customized advice and guidance to help his accomplished clients unwind the complexities that significant wealth frequently entails. Most important, his unwavering commitment to his clients aligns with the approach we take at Cyndeo.”
Working in concert with external tax and legal advisors as appropriate, Mr. Jiles demonstrates depth in long-term financial planning, portfolio design, business succession, and liquidity strategies. His enduring client relationships demonstrate his ongoing care and diligence while his training as an engineer power his ability to tackle complex problems and methodically delineate clear paths forward.
Mr. Jiles said he is “Excited to be joining Cyndeo Wealth Partners because their core approach aligns with my mission to act in the clients' best interests.”
Cyndeo Wealth Partners is an RIA based in St. Petersburg, Fla., with $2.4 billion in assets under management and clients in 40 states. Cyndeo is a member of the Dynasty Financial Partners' Network of independent financial advisory firms.
For Andrew Marsh, Vice Chairman of Dynasty Financial Partners, "M&A — including milestone hires like that of Mr. Jiles at Cyndeo — continues to be a key driver of accelerating growth for our Network Firms."
Cyndeo Wealth Partners is a member of the Dynasty Network of independent advisory firms.
BIO
Shawn began his financial services career in 2004. He completed a double major in engineering as an undergraduate and earned his M.B.A. In his role as Financial Advisor, Shawn provides deeply customized advice and guidance to an accomplished clientele, helping them unwind the complexities that significant wealth can entail. A veteran Advisor, he is skilled in discerning possible efficiencies across a client’s balance sheet, attuned to the distinctive priorities and needs of ultra-high-net-worth individuals and families.
Committed to ongoing professional development, he holds a variety of wealth management designations, including the Certified Plan Fiduciary Advisor™ (CPFA™), the Chartered Retirement Planning Counselor℠ CRPC®, the Chartered Retirement Plans Specialist℠ CRPS® and the Certified 401(k) Professional® (C(k)P®) in collaboration with UCLA Anderson School of Management Executive Education.
Originally from Pittsburgh, Shawn moved to Florida in 1996 and loves the vibrancy of the greater Orlando area. Committed to the wider community, he is a member of the Knights of Columbus and a volunteer with Habitat for Humanity, Rescue Outreach Mission, and several other philanthropic causes.
About Cyndeo Wealth Partners
Cyndeo Wealth Partners is an independent registered advisor, offering financial expertise, relevant experience and a genuine empathy for helping families and individuals simplify their wealth-related decision-making. Their objective is to empower each client to maximize life’s impact throughout every transition they experience. Whether it’s retirement, business succession, education financing, wealth transfer, estate planning or any other milestone, they can construct comprehensive planning solutions that anticipate your needs and can evolve over time. For more information, please visit: https://cyndeowp.com/
