Private Wealth Advisor
3400 Overton Park Dr SE Floor 7
As a Private Wealth Advisor for Synovus, Joanna partners with high net-worth clients to navigate financial complexities confidently, and to create effective strategies for saving and transferring wealth. She is responsible for empowering clients to make more thoughtful financial decisions and avoid costly mistakes by utilizing the bank’s best strategizing, tools, and resources to deploy comprehensive personal financial planning, investment management, risk and insurance assessment, customized credit solutions, and an exclusive banking experience. Committed to helping her clients reach their financial goals with customized solutions and practical recommendations, Joanna was recognized with the Chairman's Circle of Excellence sales award in 2021.
Joanna joined Synovus with 12+ years’ financial services and leadership experience. Most recently, she was a Premier Banker with SunTrust in Atlanta, where she was selected as a Platinum Performance Excellence Award Winner in 2018 and 2019 for being among the top bankers in customer service, experience, and achievement. While at SunTrust, she worked exclusively with high net worth clients, commercial banking and SunTrust’s Legal and Medical Specialty Groups. Additionally, Joanna was a Private Banker with Wells Fargo where she served the affluent clients of East Cobb and Buckhead.
EDUCATION AND LICENSES
Executive Master of Business Administration (MBA) – Kennesaw State University, Kennesaw, GA
Bachelor of Science in Early Childhood Education – Kennesaw State University, Kennesaw, GAM
Series 7, 66; Life, Variable and Health Insurance
2020 Handshake America – Coach
Passion City Church
Junior Achievement of Georgia