Birmingham, AL Shades Creek Parkway Office

Robert Hopper is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 license and five years of industry experience. His prior roles include positions at Morgan Stanley and involvement with Camp Mac. He serves as Treasurer of the Board of Chapter Advisors for the Theta Chapter of Phi Gamma Delta Inc., where he manages the organization’s balance sheet and financial statements. Synovus Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors. The firm offers investment advisory and brokerage services through various managed account programs, utilizing the Envestnet platform to guide asset allocation and manager selection based on client risk tolerance.

Elizabeth Edwards is a financial advisor with Synovus Securities, Inc. in Birmingham, AL. She holds a Series 66 designation and has 10 years of industry experience. Her career includes roles at Synovus bank from 2009 to 2026 and Pinnacle Bank starting in 2026. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering a range of investment advisory and brokerage services. The firm uses a combination of discretionary and non-discretionary portfolio management programs on the Envestnet platform and refers clients to outside money managers while providing educational services for ERISA plans.

Roderick Payton is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with Synovus Securities in various capacities since 2007. 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 combines internal and external due diligence to guide investment decisions.

James Puckett Jr. is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 66 designations and possessing 14 years of industry experience. His prior work includes roles at BBVA Wealth Solutions Inc., Bbva Securities Inc., COMPASS Bank, and Synovus Bank. Synovus Securities, Inc. serves a diverse client base including individual and high-net-worth investors as well as institutional clients, offering both investment advisory and brokerage services. The firm utilizes discretionary and non-discretionary portfolio management programs on the Envestnet platform and provides access to alternative investments and educational services for ERISA plans.

Benjamin Calvert is a CFP® with 14 years of industry experience, currently affiliated with Synovus Securities, Inc. in Birmingham, AL. His career includes roles at Synovus Securities, Synovus Bank, BBVA Wealth Solutions, and several related entities. Outside of his advisory work, he serves as treasurer for both Christ Pres Church and the North Alabama Lacrosse youth sports league, where he also assists as a coach. Synovus Securities, Inc. 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 utilizes a client risk-tolerance questionnaire and due diligence processes for portfolio management delivered through the Envestnet platform, and maintains affiliations that expand client access to banking and trust services.

Harrison Saunders is a financial advisor at Synovus Securities, Inc. based in Birmingham, AL. He holds a Series 65 credential and has one year of industry experience, including roles at Pinnacle Bank and several advisory firms since 2024. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services, employing a client risk-tolerance approach to asset allocation and manager selection through the Envestnet platform.

Neil Knierim is a financial advisor at Synovus Securities, Inc. in Birmingham, AL, with 13 years of industry experience. He holds a Series 66 designation. His prior experience includes roles at Pinnacle Bank, Synovus Bank, Wells Fargo Clearing, BBVA Wealth Solutions, and Principal Financial Services. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering both advisory and brokerage services through various managed account programs and financial planning. The firm employs a risk-tolerance based investment approach and provides access to alternative investments and outside money managers.

Jonathan Duke is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 65 credentials and 40 years of industry experience. His career includes long-term service at Synovus Securities and Synovus Bank, and he recently joined Pinnacle Bank in 2026. Synovus Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors, offering advisory and brokerage services such as managed accounts, financial planning, and alternative investments. The firm uses the Envestnet platform for portfolio management and maintains affiliations that provide additional financial services and referral opportunities.

Stephen Taylor is a Certified Financial Planner (CFP®) with 21 years of industry experience. He has worked at Synovus Securities, Inc. since 2015 and will join Pinnacle Bank in 2026. Outside of his financial advisory role, he is a member of Caroline Cavanaugh, LLC, a real estate holding company. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services that include managed accounts, financial planning, and access to alternative investments. The firm uses Envestnet platforms to guide portfolio management through both discretionary and non-discretionary strategies.

Leslie Mcgill is a Series 66 licensed financial advisor with nine years of industry experience. She is currently with Synovus Securities, Inc. and has previously worked at First Commercial Bank. Leslie is based in Birmingham, AL. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services, including managed accounts, financial planning, and access to alternative investments. The firm combines discretionary and non-discretionary portfolio management using the Envestnet platform and provides educational services for ERISA plans.

Jennifer Dunaway is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her work history includes roles at Synovus bank, Pinnacle Bank, BBVA Wealth Solutions, and Compass Bank. Synovus Securities, Inc. serves individual and high-net-worth investors, as well as institutional clients such as banks, pension plans, and charitable organizations. The firm offers a range of investment advisory and brokerage services, utilizing portfolio management programs on the Envestnet platform guided by client risk tolerance and due diligence processes.

Michael Murray is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Synovus Securities since 2005. 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 combination of discretionary and non-discretionary portfolio management programs supported by a structured due-diligence process and serves a diverse client base.

Donna Stricklin is a Series 66 licensed advisor with Synovus Securities, Inc., based in Birmingham, AL, and has 10 years of industry experience. She has worked at Synovus Securities and Synovus Bank in various roles since 1999 and joined Pinnacle Bank in 2026. Synovus Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services across a range of products including separately managed accounts, mutual funds, ETFs, and alternative investments. The firm employs discretionary and non-discretionary portfolio management programs guided by risk-tolerance assessments and due diligence processes.

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 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.