While financial assets are certainly important, they do not solely define and sustain a family across generations. At Synovus Family Asset ManagementSM, our goal is to strengthen the family and its vision as well as its portfolio. We work diligently to understand the dynamics of the families we serve and the unique goals of each family member, in order to strengthen relationships, cultivate personal growth, build continuity and facilitate decisions.
Katherine C. Dunlevie
Katherine joined Family Asset Management in 2004 after two years in banking with Columbus Bank and Trust, a division of Synovus Bank. She served as a Relationship Manager in FAM for ten years before being named the Managing Director. Prior to Synovus, she worked with Campus Crusade for Christ at the University of Georgia for four years, mentoring college students and directing an outdoor adventure camp during the summer. She graduated with highest distinction from the University of North Carolina at Chapel Hill where she was a member of Phi Beta Kappa. She is an honors graduate from Cannon Trust School and Cannon Graduate Trust School. She holds the Certified Financial Planner™ (CFP®), Certified Trust and Financial Advisor (CTFA) and Chartered Financial Consultant (ChFC®) designations. Katherine serves on the Board of the Atlanta Estate Planning Council.
MEET OUR TEAM
Synovus Financial Management
Find a Location