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Michael C

Series 66

Pace, FL

Cyndeo Wealth Partners

Michael Crouch is a financial advisor at Cyndeo Wealth Partners with 13 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2013 to 2022. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners by providing portfolio management, financial planning, family office services, and financial consulting. The firm manages approximately $2.58 billion and employs customized investment strategies across various asset classes, integrating its advisory services with business consulting for middle-market clients.

Business ownership considerations Business exit / sale strategy Wealth management Family Business Founder/Business Owner Executive
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