Private Wealth Advisor
3400 Overton Park Dr SE Floor 7
Kelly Green started her banking career in 1996 as a Management Associate with SunTrust. After Managing an office in Midtown, Atlanta until 2002, she joined the Bank of North Georgia/Synovus as a Relationship Manager in the Private Banking Group. She served as Branch Manager of the Buckhead office from 2011-2014, then returned to Private Wealth Management as a Private Wealth Advisor, focusing on Professional and Executive segments of this group, to include Physicians, Attorneys and CPAs, in the Metro Atlanta Area.
Her responsibilities for Synovus include managing a portfolio of high net worth clients and ensuring all clients receive a holistic wealth management experience. The Private Wealth team works closely with individuals, families and entrepreneurs who need guidance, whether they are getting started, are in the growth stages or are preparing for retirement. They help clients with the 'basics of banking' to more complex financing planning, investment and advisory services, estate planning and insurance needs. Kelly is committed to delivering a higher standard of service, ensuring clients reap the rewards of their hard work.
AWARDS AND AFFILIATIONS
Synovus Chairman’s Circle of Excellence
Buckhead Rotary Club
Cobb Chamber of Commerce
Buckhead Business Association
Bachelor of Science in Psychology, Minor in Spanish, Florida State University
Graduated Magna cum Laude, Phi Beta Kappa
Series 7, Series 66, Georgia and Florida Life, Health and Variable Products licenses