Glenn Rodriguez, CFP®, CIMA®

Glenn Rodriguez is a Senior Vice President at Cyndeo Wealth Partners, where he provides personalized financial guidance to individuals, families, and business owners. In his role, he focuses on developing thoughtful strategies tailored to both short‑ and long‑term goals, while remaining deeply engaged in investment guidance and relationship management.

Prior to joining Cyndeo Wealth Partners, Glenn began his financial services career in 1995 and spent more than two decades with Merrill Lynch Wealth Management. As a Certified Financial Planner™ professional, he has long been dedicated to helping clients navigate each stage of their financial lives through disciplined planning and a goals‑based advisory approach.

Glenn earned his bachelor’s degree in Economics from Rollins College. He lives in Lake Mary with his two children and remains active in the community, particularly through his family’s support of Habitat for Humanity. Outside of work, Glenn enjoys participating in local initiatives and spending quality time with his family.