C. Ryan Quinty

About C. Ryan Quinty

As Vice President of Financial Planning and a co-founder of Cyndeo Wealth Partners, I specialize in guiding middle-market business owners toward integrated solutions that bridge their business success and personal financial goals. Recognizing firsthand the vital connection between business strategy and personal wealth management, I focus on helping owners optimize their business value, prepare strategically for future transitions, and secure lasting financial stability for their families.My financial services career began in 2011 at Merrill Lynch, where I partnered with my father, Dave Quinty. In 2013, I joined UBS alongside the team now at Cyndeo. Over the years, I\'ve developed comprehensive expertise in wealth management, exit planning, and business value acceleration allowing me to provide actionable strategies that accelerate growth, enhance business attractiveness, and reduce owner dependency.I hold several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Private Wealth Advisor (CPWA®), Whole Family Advisor (WFA®), and Certified Exit Planning Advisor (CEPA®). These qualifications underscore my specialized knowledge in financial planning, generational wealth management, and exit strategy formulation.I earned my Bachelor of Science degree in Biology from the University of Florida. Active in my community, I serve on the board of the St. Petersburg Chamber of Commerce. Outside of work, I enjoy sailing, golfing, reading, and volunteering. My wife Cori and I are proud residents of St. Petersburg, Florida.

Experience

1. Vice President Financial Planning

   Cyndeo Wealth Partners

   Jun 2020 — Present · St Petersburg, FL, US

   St Petersburg, Florida, United States