Sydney Niewierski, CFP®
Sydney Niewierski is a Managing Partner at Keybridge Wealth Management and has more than 20 years of experience in the financial services industry. In her role as Branch Manager, Sydney's thorough understanding of brokerage operations and financial industry regulations is an integral part of her ability to support team members in adhering to compliance and administrative requirements.
Sydney provides specialized investment planning advice to high-net-worth individuals and families by collaborating with them to create long-term, diversified investment strategies. As a Certified Financial Planner™ (CFP®) professional, she helps analyze every aspect of her clients' financial lives. This includes assets, liabilities and cash flow, current insurance coverages, and investment and tax strategies. With a clear understanding of her clients' current financial situation, Sydney develops and executes an investment plan designed to help achieve well-defined objectives. She also reviews progress toward these individual objectives and makes necessary adjustments to her recommendations as-needed.
To meet the rigorous pre- and post-certification requirements to attain the CFP® designation, Sydney had to complete approved educational programs, pass exacting exams, and meet stringent experience requirements. She earned a Bachelor's degree in Finance from the University of South Florida.
Away from the office, Sydney enjoys traveling, exercise, and reading. She is an active member of her community and serves on the Board of Directors as Vice Chair and for the Morton Plant Mease Health Care Foundation and as a member of the Pinellas County Estate Planning Council.
Sydney currently lives in Tampa with her husband Joe, and three sons, Jack, Jonah and Alex.
Phone (727) 223-6020
Fax (727) 601-5785
Mobile Phone (727) 228-3929
E-mail [email protected]