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Jennifer B

Series 66

Columbia, SC

Synovus Securities, Inc.

Jennifer Blackhurst is a financial advisor at Synovus Securities, Inc. based in Columbia, SC, holding a Series 66 designation with 10 years of industry experience. Her work history includes positions at Pinnacle Bank since 2026 and Synovus Securities since 2015, along with nearly two decades at Synovus Bank. Synovus Securities serves individual, high-net-worth, and institutional clients, offering both advisory and brokerage services through a variety of investment programs on the Envestnet platform. The firm is affiliated with Pinnacle Financial Partners and provides access to bank sweep programs, alternative investments, 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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Jonathan L

Series 66

Birmingham, AL

Synovus Securities, Inc.

Jonathan Lewis is a financial advisor at Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 designation with 11 years of industry experience. He has been with Synovus Securities since 2016. Synovus Securities serves a diverse client base including individual and high-net-worth investors as well as institutional clients. The firm offers a range of investment advisory and brokerage services, utilizing both discretionary and non-discretionary portfolio management programs 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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Ronald W

CFP®, Series 63, Series 66

Birmingham, AL

Synovus Securities, Inc.

Ronald Wood is a CFP® professional with 26 years of industry experience, currently affiliated with Synovus Securities, Inc. He has worked with Synovus Securities and Synovus Bank since 2002 and recently joined Pinnacle Bank in 2026. He holds Series 63 and Series 66 licenses. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services including managed accounts and financial planning. The firm utilizes a mix of discretionary and non-discretionary portfolio management programs on the Envestnet platform and provides access to alternative investments and educational services.

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

Series 66

Port Charlotte, FL

Synovus Securities, Inc.

Stephanie Desear is a financial advisor with Synovus Securities, Inc., holding a Series 66 designation and 14 years of industry experience. She has worked at firms including Wells Fargo, SunTrust, and Pinnacle Bank. She serves as a board member and finance committee member of the Morgan Franklin Fellowship, an organization focused on promoting financial literacy. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering both advisory and brokerage services. The firm employs a combination of 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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Christopher F

Series 66

Port Charlotte, FL

Synovus Securities, Inc.

Christopher Fernandez is a financial advisor with Synovus Securities, Inc. based in Port Charlotte, FL, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Cetera, and Synovus bank. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering both investment advisory and brokerage services with a focus on diversified portfolio management through discretionary and non-discretionary programs 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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Robyn O

Series 66

Newnan, GA

Synovus Securities, Inc.

Robyn O'Kelley is a financial advisor at Synovus Securities, Inc. with 12 years of industry experience. She holds a Series 66 designation and has worked with Synovus Securities and Synovus Bank in various roles since 2011. Recently, she joined Pinnacle Bank in 2026. Synovus Securities serves a diverse client base including individual and high-net-worth investors as well as institutional clients. The firm offers both advisory and brokerage services with an emphasis on portfolio management through discretionary and non-discretionary programs 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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Casey C

Series 66

Newnan, GA

Synovus Securities, Inc.

Casey Campana is a Series 66-registered financial advisor with 29 years of industry experience. He is currently with Synovus Securities, Inc. and Pinnacle Bank, having held roles at Synovus entities and SunTrust firms since 2015. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, providing investment advisory and brokerage services through various managed account programs and financial planning. The firm uses a combination of discretionary and non-discretionary portfolio management supported by a client risk-tolerance assessment 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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Cathy J

Series 63, Series 65

Newnan, GA

Synovus Securities, Inc.

Cathy Jones is a financial advisor with Synovus Securities, Inc. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. Her previous work includes roles at SunTrust Investment Services and Synovus bank. Outside of her advisory career, she is an independent beauty consultant and an independent travel agent. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering both investment advisory and brokerage services. The firm uses a mix of discretionary and non-discretionary portfolio management programs and provides access to alternative investments through its managed account programs.

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

CFP®, Series 66

Atlanta, GA

Synovus Securities, Inc.

Philip Mulkey is a financial advisor at Synovus Securities, Inc. in Atlanta, GA, holding CFP® and Series 66 credentials with eight years of industry experience. He has worked at Synovus Securities since 2013 and also has a separate role as a tax preparer. Additionally, Mulkey serves as a notary public. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services, including separately managed accounts, mutual fund and ETF portfolios, financial planning, and access to alternative investments, with portfolio management supported by the Envestnet platform and a client risk-tolerance process.

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