Executive Management

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
Managing Director

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

Executive Management

Relationship Managers

Financial Strategists

Trust and Estate Services

Investment Services





Contact Us

Synovus Financial Management
(800) 942-9764
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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.