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Murry V

Series 63, Series 65

Birmingham, AL

Synovus Securities, Inc.

Murry Vaughan is a financial advisor at Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 65 registrations with 35 years of industry experience. He has been with Synovus Securities since 1999. Synovus Securities serves a diverse client base including individuals, high-net-worth investors, and institutional clients such as banks and pension plans. The firm provides both investment advisory and brokerage services, employing discretionary and non-discretionary portfolio management programs through the Envestnet platform.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Megan G

Series 66

Newnan, GA

Synovus Securities, Inc.

Megan Gordon is a financial advisor at Synovus Securities, Inc. with eight years of industry experience. She holds a Series 66 designation and has worked with Synovus Securities and Synovus Bank since 2017, as well as Bank of North Georgia prior to that. Gordon recently joined Pinnacle Bank in 2026. Synovus Securities serves individual and high-net-worth investors, as well as institutional clients, offering both advisory and brokerage services with a range of investment options and portfolio management programs based on client risk tolerance.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Daniel M

Series 63, Series 65

Columbus, GA

Synovus Securities, Inc.

Daniel Morgan is a financial advisor with Synovus Securities, Inc. in Columbus, GA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has worked at Synovus Trust Company since 2004 and Synovus Securities since 2013. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering both investment advisory and brokerage services through a range of managed account programs. The firm utilizes the Envestnet platform for portfolio management and provides access to alternative investments, financial planning, and educational services for ERISA plans.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Rufus K

Series 63, Series 65

Newnan, GA

Synovus Securities, Inc.

Rufus Kirkland Jr. is affiliated with Synovus Securities, Inc. and holds Series 63 and Series 65 licenses. He has 29 years of experience in the financial industry, including roles at Synovus Securities and Synovus Bank. Since 2026, he has also been connected with Pinnacle Bank. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering both advisory and brokerage services supported by various managed account programs and access to alternative investments. The firm uses a disciplined portfolio management approach on the Envestnet platform and provides financial planning, educational services, and referrals to outside money managers.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Kevin M

Series 63, Series 65

Columbus, GA

Synovus Securities, Inc.

Kevin McCarthy is a financial advisor with Synovus Securities, Inc. in Columbus, GA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at SunTrust Investment Services, BB&T Securities, and Truist Investment Services. He serves on the board of the Bank Insurance Securities Association and chairs the finance committee at Southwest Christian Care, a hospice and respite services organization. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services across a range of portfolios and financial planning solutions. The firm uses both discretionary and non-discretionary portfolio management programs and provides access to alternative investments and outside money managers.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Ryan Y

CFP®, Series 63, Series 65

Port Charlotte, FL

Synovus Securities, Inc.

Ryan Young is a CFP® professional with 28 years of experience in the financial services industry. He is currently affiliated with Synovus Securities, Inc. and has held positions at Pinnacle Bank, Synovus Bank, SunTrust Advisory Services, Fisher Investments, and Edward Jones. Synovus Securities, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutional clients, offering investment advisory and brokerage services with a range of managed account programs and access to alternative investments.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Sadia W

Series 63, Series 65

Port Charlotte, FL

Synovus Securities, Inc.

Sadia Wood is a financial advisor at Synovus Securities, Inc. with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including BB&T and Pinnacle Bank. Outside of her advisory role, she serves as president of Masjid Ahmed Ibrahim, involved in efforts to open a mosque. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients with a range of investment advisory and brokerage services. The firm uses both discretionary and non-discretionary portfolio management programs and offers access to alternative investments and outside money managers.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Phillip A

Series 66

Newnan, GA

Synovus Securities, Inc.

Phillip Aldridge is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding a Series 66 credential and bringing 26 years of industry experience. He has worked with Synovus Securities and Synovus Bank since 2016 and recently joined Pinnacle Bank in 2026. Synovus Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services including separately managed accounts and alternative investments. The firm uses a client risk-tolerance questionnaire and Envestnet’s platform to guide portfolio management and provides educational services for ERISA plans.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Caroline M

Series 66

Newnan, GA

Synovus Securities, Inc.

Caroline Moyer is a financial advisor with Synovus Securities, Inc. based in Newnan, GA. She holds a Series 66 designation and has six years of industry experience. Her work history includes multiple roles at Synovus Bank and Synovus Securities, as well as a prior position at The Blue Door Boutique. Synovus Securities serves individual and high-net-worth investors along with institutional clients such as banks, pension plans, and charitable organizations. The firm offers a variety of investment advisory and brokerage services, employing both discretionary and non-discretionary portfolio management programs guided by client risk profiles and rigorous due diligence.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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William B

Series 63, Series 66

Columbus, GA

Synovus Securities, Inc.

William Brooks is a financial advisor with Synovus Securities, Inc. in Columbus, GA, holding Series 63 and Series 66 designations and having 18 years of industry experience. His prior roles include positions at Triad Advisors, Watchdog Capital, and Securities Compliance Management. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, providing investment advisory and brokerage services through a variety of managed account programs and financial planning offerings. The firm utilizes both discretionary and non-discretionary portfolio management strategies on the Envestnet platform, supported by client risk assessments and due diligence processes.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Joseph G

Series 66

Birmingham, AL

Synovus Securities, Inc.

Joseph Griffin Jr. is a financial advisor with Synovus Securities, Inc. and holds a Series 66 designation. He has six years of industry experience and has worked at Synovus Securities and Synovus Bank since 2015. In 2026, he joined Pinnacle Bank, affiliated with Synovus Securities. Synovus Securities serves individual, high-net-worth, and institutional clients, offering investment 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 portfolio management on the Envestnet platform.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Tonya S

Series 63, Series 66

Port Charlotte, FL

Synovus Securities, Inc.

Tonya Sexton is a financial advisor with Synovus Securities, Inc. and holds Series 63 and Series 66 licenses. She has 26 years of industry experience and has worked at Synovus Securities, SunTrust Advisory Services, and Pinnacle Bank. Outside of her advisory work, she participates in a farming business, assisting with bookkeeping and operational tasks. Synovus Securities, Inc. serves individual and institutional clients, offering investment advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm uses both discretionary and non-discretionary portfolio management programs and employs a risk-tolerance questionnaire to guide asset allocation and manager selection.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Robert V

Series 63, Series 65

Columbus, GA

Synovus Securities, Inc.

Robert Varner is a financial advisor with Synovus Securities, Inc. in Columbus, GA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Synovus Securities since 1991, with a brief period from 2009 to 2017 serving on the Muscogee County Board of Education. Synovus Securities, Inc. serves a broad client base including individual, high-net-worth, and institutional investors, offering both investment advisory and brokerage services. The firm employs a combination of discretionary and non-discretionary portfolio management programs on the Envestnet platform, supported by a client risk-tolerance assessment and due diligence processes for manager evaluation.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Keven P

Series 63, Series 65

Newnan, GA

Synovus Securities, Inc.

Keven Parks is a financial advisor at Synovus Securities, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively within the Synovus organization since 1999, including roles at Synovus bank and Pinnacle Bank. 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 utilizes a mix of discretionary and non-discretionary portfolio management programs on the Envestnet platform and maintains affiliations that expand client service capabilities.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Elysabeth D

Series 63, Series 66

Newnan, GA

Synovus Securities, Inc.

Elysabeth Dalton is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. Her career includes tenure at Synovus Securities and Synovus Bank dating back to 2001, and most recently at Pinnacle Bank since 2026. Synovus Securities, Inc. serves individual and high-net-worth investors, as well as institutional clients, offering investment advisory and brokerage services that include managed accounts, financial planning, and access to alternative investments. The firm utilizes portfolio management programs on the Envestnet platform tailored to client risk tolerance, and provides additional services such as ERISA plan education and referrals to outside money managers.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Matthew J

Series 66

Atlanta, GA

Synovus Securities, Inc.

Matthew Johnson is a financial advisor with Synovus Securities, Inc. in Atlanta, GA, holding a Series 66 designation and two years of experience at Synovus following prior roles at Ameriprise Financial. His background includes five years in full-time education before entering the financial services industry. Synovus Securities serves a diverse client base including individual and high-net-worth investors as well as institutional clients. The firm offers investment advisory and brokerage services across multiple programs and utilizes both discretionary and non-discretionary portfolio management on the Envestnet platform.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Laura G

Series 66

Newnan, GA

Synovus Securities, Inc.

Laura Golden is a financial advisor at Synovus Securities, Inc. with 20 years of industry experience. She holds a Series 66 designation and has worked within Synovus Securities and Synovus Bank in various roles since 2006. In 2026, she joined Pinnacle Bank while maintaining her association with Synovus Securities. Synovus Securities serves individual, high-net-worth, and institutional clients with a range of investment advisory and brokerage services. The firm utilizes both discretionary and non-discretionary portfolio management programs, applying rigorous due diligence and risk-tolerance assessments to guide asset allocation and manager selection.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Luther R

Series 66

Newnan, GA

Synovus Securities, Inc.

Luther Rutledge is a financial advisor at Synovus Securities, Inc. with 26 years of industry experience. He holds a Series 66 designation and has worked at Synovus Securities since 1999, including a recent transition to Pinnacle Bank in 2026. Synovus Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services with a range of portfolio management programs on the Envestnet platform. The firm is affiliated with Pinnacle Financial Partners, providing clients additional banking and trust resources.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Jason C

Series 63, Series 66

Newnan, GA

Synovus Securities, Inc.

Jason Connally is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Synovus Securities and Synovus Bank since 2012 and joined Pinnacle Bank in 2026. Synovus Securities serves individual, high-net-worth, and institutional clients offering both investment advisory and brokerage services. The firm manages portfolios using discretionary and non-discretionary programs via the Envestnet platform and provides access to alternative investments alongside educational services for ERISA plans.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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Malcolm P

Series 63, Series 65

Newnan, GA

Synovus Securities, Inc.

Malcolm Peele is a financial advisor at Synovus Securities, Inc. with 13 years of industry experience. His prior roles include positions at SunTrust Advisory Services and Synovus Bank. Synovus Securities serves a diverse client base that includes individual investors, high-net-worth clients, and institutions, offering both investment advisory and brokerage services through various managed account programs and financial planning solutions.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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