Private Wealth Advisor
4121 Carmichael Rd
Montgomery AL 36106
Donna has been with Synovus Bank for 20 years as a Private Wealth Advisor for the past 10 years and most recently as a Financial Advisor (March 2022). This was a smooth transition, forming an investment team, as they had been partnering/working together for the past several years, building an investment portfolio (Donna had the 4th largest PWM portfolio in the company). Matt’s investment expertise and Donna’s banking knowledge coupled with their shared philosophy of putting clients at the heart of their practice and understanding their financial situation and goals (offering tailored advice) makes them an amazing team. They are beyond excited to be joining the Mobile market.
Donna holds a Business Degree from Troy University, current board member Easter Seals Alabama, Inc. (Secretary), Past President of the Board of Directors of Volunteer and Information Center, Past President Board of Directors of Family Guidance Center of Alabama. Graduate of Leadership Montgomery and holds her Series 7, Series 66 and Insurance License.
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