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Robert Persons — SVP and Director of Advisory Services, The Family Office at Synovus · Synovus · Columbus, Georgia, United States.
Direct contact
No direct contact on file for Robert yet.
About
Series 7 Licensed Series 66 Licensed Graduate of Cannon Trust School
Experience
SVP and Director of Advisory Services, The Family Office at SynovusCurrent
Synovus · Columbus, GA
Mar 2022 – Present
Financial Advisor
Merrill Lynch
2004 – 2006
I developed a client base of affluent families with concentrated stock positions. I focused on using a covered call program to generate current income which could then be used to stratigically diversify my clients portfolios.
Education
- University of Georgia - Terry College of Business — BBA, Finance · 2000 – 2003
- Auburn University College of Architecture, Design and Construction — Building Sciences · 1999 – 2000
Skills
Portfolio ManagementInvestmentsAsset ManagementSeries 7Uniform Combined State LawFinancial ModelingWealth ManagementFinancial AnalysisRisk ManagementAlternative InvestmentsDue DiligenceRetirement Planning