Wealth Strategies 

 

When it comes to serving a large, multigenerational family, there are no standard answers. Guiding a family through life’s inevitable transitions, navigating complex family dynamics, providing sophisticated investment advice and financial continuity—these responsibilities all require special expertise and extensive experience on the part of the family office advisor and financial institution alike.




 

 

O. Lee Wiseley, Jr.
Director, Weath Strategies

Lee joined Family Asset Management in 2006 and brings both legal and tax experience to FAM. His background includes working for his family’s manufacturing business, four years with the Internal Revenue Service as an Estate Tax Attorney and 11 years in private law practice representing high net worth clients in connection with estate planning and administration, business planning and tax controversies. Lee earned his BBA with an emphasis in Finance as well as his JD from the University of Georgia. He later earned his LL.M. in Taxation from Emory University. A frequent speaker at professional education programs, he is a member of the State Bar of Georgia and the American Bar Association, and he is admitted to practice before the United States Tax Court. Previously, Lee served as Chair of the Fiduciary Law Section of the Georgia Bar.



 

 

Blake N. Melton
Sr. Wealth Strategist

Blake joined Family Asset Management in 2007, having most recently worked with Page, Scrantom, Sprouse, Tucker and Ford, P.C. Blake earned his BA in Economics from the University of Colorado at Boulder. He graduated cum laude from the University of Georgia School of Law and earned an LL.M. in Taxation from the University of Alabama School of Law, graduating summa cum laude. Blake is a member of the Georgia and Alabama Bar Associations. He graduated with honors from Cannon Trust School, and holds his Certified Financial Planner™ (CFP®) and Certified Trust and Financial Advisor (CTFA®) designations.

 

 

 
MEET OUR TEAM
 
 

Executive Management

Relationship Managers

Financial Strategists

Trust and Estate Services

Investment Services

 

 

 





 

Contact Us

 

 

Synovus Financial Management
(800) 942-9764
Find a Location

 


 

Investment products and services provided by Synovus are offered through Synovus Securities, Inc ("SSI"), Synovus Trust Company, N.A. ("STC"), GLOBALT, a separately identifiable division of STC and Creative Financial Group, a division of SSI. Trust services for Synovus are provided by Synovus Trust Company, N.A. The registered broker-dealer offering brokerage products for Synovus is Synovus Securities, Inc., member FINRA/SIPC. Investment products and services are not FDIC insured, are not deposits of or other obligations of Synovus Bank, are not guaranteed by Synovus Bank and involve investment risk, including possible loss of principal amount invested.

Synovus Securities, Inc. is a subsidiary of Synovus Financial Corp and an affiliate of Synovus Bank and Synovus Trust. Synovus Trust Company, N.A. is a subsidiary of Synovus Bank.

Family office services are provided through Family Asset Management, a division of Synovus Trust Company, N.A. Investment products and services provided by Synovus are offered through Synovus Securities, Inc ("SSI"), Synovus Trust Company, N.A. ("STC"), GLOBALT, a separately identifiable division of STC and Creative Financial Group, a division of SSI. Trust services for Synovus are provided by Synovus Trust Company, N.A. The registered broker-dealer offering brokerage products for Synovus is Synovus Securities, Inc., member FINRA/SIPC. Investment products and services are not FDIC insured, are not deposits of or other obligations of Synovus Bank, are not guaranteed by Synovus Bank and involve investment risk, including possible loss of principal amount invested.


Synovus Securities, Inc. is a subsidiary of Synovus Financial Corp and an affiliate of Synovus Bank and Synovus Trust. Synovus Trust Company, N.A. is a subsidiary of Synovus Bank.