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Ray M
Series 63, Series 65
Newnan, GA
Synovus Securities, Inc.
Ray Mckinney Jr. is a financial advisor with Synovus Securities, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. His work history includes roles at Synovus Securities and Synovus Bank since 2016, and he recently joined Pinnacle Bank in 2026. Outside of his advisory work, he serves on the board of the W.T. McArthur Family Farm Foundation, a private foundation focused on historical preservation in Georgia. Synovus Securities, Inc. offers investment advisory and brokerage services to individual, high-net-worth, and institutional clients. The firm manages portfolios using a mix of discretionary and non-discretionary programs on the Envestnet platform and provides access to alternative investments and educational services for ERISA plans.
Walter H
Series 66
Birmingham, AL
Synovus Securities, Inc.
Walter Huxford III is a financial advisor at Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Regions Bank and Synovus Bank before joining Pinnacle Bank in 2026. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients with investment advisory and brokerage services, utilizing the Envestnet platform for portfolio management and offering access to alternative investments and educational services.
Gaines G
Series 66
Birmingham, AL
Synovus Securities, Inc.
Gaines Grelier Kohn is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Synovus Securities since 2012 and Pinnacle Bank since 2026. Synovus Securities serves a diverse client base including individuals, high-net-worth investors, and institutional clients, providing investment advisory and brokerage services through various managed account programs and financial planning solutions. The firm utilizes both discretionary and non-discretionary portfolio management on the Envestnet platform, incorporating risk-tolerance assessments and due diligence in manager selection.
Anyiebett L
Series 66
Port Charlotte, FL
Synovus Securities, Inc.
Anyiebett Lora is a Series 66-licensed financial advisor with Synovus Securities, Inc. and Pinnacle Bank, with experience starting in 2023 at Synovus Securities and Synovus Bank, and most recently joining Pinnacle Bank in 2026. Prior to this, she worked at Chase Bank from 2015 to 2021. Outside of financial advising, she serves as an administrative task and project coordinator for Perroquet Construction Corp, a family-owned construction business. Synovus Securities, Inc. serves individual and institutional clients by offering investment advisory and brokerage services, including managed accounts, financial planning, and access to alternative investments. The firm uses a combination of discretionary and non-discretionary portfolio management programs supported by due diligence and client risk assessments.
Michael F
Series 63, Series 65
Columbus, GA
Synovus Securities, Inc.
Michael Fetzer is a financial advisor with Synovus Securities, Inc. in Columbus, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Synovus Securities and Synovus Bank, as well as SunTrust Advisory Services. He joined Pinnacle Bank in 2026. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services through various managed account programs and financial planning. The firm uses the Envestnet platform for portfolio management and provides access to alternative investments, educational services for ERISA plans, and referrals to outside money managers.
Konda P
Series 66
Newnan, GA
Synovus Securities, Inc.
Konda Pollard is a financial advisor with Synovus Securities, Inc., holding a Series 66 designation and 12 years of industry experience. His work history includes roles at Synovus Trust Company, Synovus Bank, and Pinnacle Bank, reflecting extensive tenure within related financial institutions. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services through various managed account programs and financial planning. The firm employs a combination of discretionary and non-discretionary portfolio management on the Envestnet platform, utilizing risk-tolerance assessments and due diligence to guide investment decisions.
Vance W
CFP®, Series 66
Newnan, GA
Synovus Securities, Inc.
Vance Whitley is a CFP® professional with nine years of industry experience currently affiliated with Synovus Securities, Inc. in Newnan, GA. His career includes roles at Synovus bank and Synovus Securities, and as of 2026, he is associated with Pinnacle Bank. Whitley serves as a board member and treasurer of the Columbus Botanical Garden, where he participates on the finance committee. Synovus Securities, Inc. provides investment advisory and brokerage services to individual, high-net-worth, and institutional clients, offering various managed account programs and financial planning solutions. The firm utilizes a client risk-tolerance approach for portfolio management through discretionary and non-discretionary programs on the Envestnet platform.
Michelle J
Series 63, Series 66
Pompano Beach, FL
Synovus Securities, Inc.
Michelle Jessup Mckenzie is a financial advisor at Synovus Securities, Inc. with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Synovus Securities since 2019. Prior to that, she held roles at SunTrust Advisory Services and Suntrust Investment Services, Inc. from 1996 through 2019. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering a range of advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm uses a client risk-tolerance questionnaire and due diligence processes to guide asset allocation and manager selection.
Katherine M
Series 66
Columbia, SC
Synovus Securities, Inc.
Katherine Mcgranahan is a financial advisor at Synovus Securities, Inc. with three years of industry experience and a Series 66 license. Her background includes roles at Pinnacle Bank, Synovus Securities, Synovus Bank, and Regions Bank. She serves as Treasurer and a non-voting member of the investment advisory board for the Junior League of Columbia, Inc., a nonprofit organization. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services, including separately managed accounts, model portfolios, and financial planning. The firm uses a risk-tolerance questionnaire and comprehensive due diligence to guide portfolio management through discretionary and non-discretionary programs on the Envestnet platform.
Thomas W
CFP®, Series 63, Series 65
Port Charlotte, FL
Synovus Securities, Inc.
Thomas Walsh is a CFP® with 36 years of industry experience, currently serving at Synovus Securities, Inc. since 2019 and previously working at Ameriprise Financial Services and SunTrust. He joined Pinnacle Bank in 2026. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering both investment advisory and brokerage services across a range of managed account programs and financial planning solutions. The firm utilizes discretionary and non-discretionary portfolio management on the Envestnet platform and provides access to alternative investments and educational services for ERISA plans.
Paula T
Series 63, Series 65
Port Charlotte, FL
Synovus Securities, Inc.
Paula Turner is a financial advisor with Synovus Securities, Inc. in Port Charlotte, FL, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has worked with Synovus Securities and Synovus Bank since 2011 and recently joined Pinnacle Bank in 2026. Synovus Securities serves a diverse client base including individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services with portfolio management through discretionary and non-discretionary programs on the Envestnet platform.
Karen B
Series 63, Series 65, Series 66
Port Charlotte, FL
Synovus Securities, Inc.
Karen Burke is a financial advisor at Synovus Securities, Inc. with 20 years of industry experience. She holds Series 63, 65, and 66 designations and has worked at Pinnacle Bank, Synovus Securities, Synovus Bank, BBVA Securities Inc., and Compass Bank. Outside of her advisory role, she serves as a trustee for the Pensacola Opera and as secretary for the White Sands Leaseholders Association. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services including separately managed accounts, mutual fund and ETF model portfolios, and financial planning. The firm utilizes discretionary and non-discretionary portfolio management via the Envestnet platform, emphasizing client risk tolerance and manager due diligence.
Hastings M
Series 66
Birmingham, AL
Synovus Securities, Inc.
Hastings Marks is a Series 66-licensed financial advisor with Synovus Securities, Inc. in Birmingham, AL, having four years of industry experience. His career includes multiple roles within Synovus Bank and a recent position at Pinnacle Bank. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering both investment advisory and brokerage services. The firm utilizes Envestnet’s platform for portfolio management and provides access to alternative investments and educational services for ERISA plans.
Eduardo L
Series 63, Series 66
Newnan, GA
Synovus Securities, Inc.
Eduardo Lopez is a financial advisor with Synovus Securities, Inc. and holds Series 63 and Series 66 licenses. He has 26 years of industry experience, including prior roles at Wells Fargo Advisors and Wells Fargo Bank. Outside of his financial career, Eduardo is a science fiction and fantasy novel writer preparing to self-publish under the name ET Lopez. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services, including managed accounts and financial planning. The firm utilizes a risk-tolerance-based approach on the Envestnet platform and provides access to alternative investments and educational services for ERISA plans.
Allen C
Series 63, Series 65
Newnan, GA
Synovus Securities, Inc.
Allen Curry is a financial advisor at Synovus Securities, Inc. with 30 years of industry experience. He has held roles at Synovus Securities and Synovus Bank since 2002 and recently joined Pinnacle Bank in 2026. He holds Series 63 and Series 65 licenses. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering both investment advisory and brokerage services through a range of managed account programs and financial planning solutions. The firm uses a risk-tolerance questionnaire and due diligence processes to guide asset allocation and manager selection.
Mark M
Series 66
Columbus, GA
Synovus Securities, Inc.
Mark Mayer is a financial advisor at Synovus Securities, Inc. with 14 years of industry experience. He holds the Series 66 designation and has worked at Synovus Securities since 2016, including prior roles at SunTrust Advisory Services and Suntrust Investment Services. Outside of his advisory work, he was involved with Prince Of Peace Catholic Church from 2015 to 2020. Synovus Securities serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services, including managed accounts and financial planning. The firm utilizes the Envestnet platform for portfolio management and provides access to alternative investments, supported by affiliations with Pinnacle Financial Partners and related entities.
Todd B
CFP®, Series 63, Series 66
Columbus, GA
Synovus Securities, Inc.
Todd Bellocchio is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Synovus Securities, Inc. since 2018. His prior roles include positions at Synovus bank and Synovus Securities during intermittent periods from 2016 to 2018. Outside of his financial advisory work, Bellocchio co-owns and operates a print-on-demand T-shirt store on Shopify. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by providing investment advisory and brokerage services, including managed account programs and financial planning. The firm uses the Envestnet platform and a risk-tolerance questionnaire to guide portfolio management and offers access to alternative and private investment opportunities.
Guy S
Series 63, Series 65
Newnan, GA
Synovus Securities, Inc.
Guy Sexton III is a financial advisor at Synovus Securities, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 credentials. His career includes long-term tenures at Synovus Securities and Synovus Bank, and he recently joined Pinnacle Bank in 2026. Synovus Securities, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm offers investment advisory and brokerage services using discretionary and non-discretionary portfolio management programs on the Envestnet platform.
John P
Series 66
Port Charlotte, FL
Synovus Securities, Inc.
John Prudhomme is a financial advisor at Synovus Securities, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at Synovus Securities and Synovus Bank since 2016. He recently joined Pinnacle Bank in 2026. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering both investment advisory and brokerage services. The firm utilizes a combination of discretionary and non-discretionary portfolio management programs on the Envestnet platform, guided by client risk-tolerance assessments and thorough manager due diligence.
William R
Series 65, Series 63
Newnan, GA
Synovus Securities, Inc.
William Roundtree is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has worked at Synovus Securities and Synovus Bank since 2016 and joined Pinnacle Bank in 2026. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services through various managed account programs. The firm uses the Envestnet platform for portfolio management and provides access to alternative investments alongside financial planning and educational services.
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