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  • Industry Leader: Synovus Private Wealth

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    When was your company founded? 1888

    How many employees do you have in the River Region? 41, with six dedicated exclusively to Private Wealth.

    What are your primary products and services? Synovus Private Wealth offers banking services, retirement and financial planning, investment management, trust and estate planning, family office services, long-term care products, as well as mortgage services.

    What sets your company apart? Each member of our Private Wealth team has their own specialty area of expertise; however, collectively, we offer our clients a comprehensive approach to managing their wealth and achieving their financial goals. We believe “wealth management” encompasses a multitude of complexities and planning that change over time. We are always prepared for those changes with our team of experts under one roof. As well, being part of a larger, regional banking institution, we have state-of-the-art resources at our fingertips.

    Milestones & Awards: Synovus has received national recognition in the industry for our Family Wealth and Asset Management Services. These include the “Family Wealth Report Awards Shortlist for Responsible Investing” (2020) and “Family Wealth Counseling” (2020). Private Asset Management awards include “Best Trust and Estates Division” (2018 and 2019).

    4121 Carmichael Rd / Montgomery, AL 36106
    334-274-6481 / synovus.com
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