20915 Catawba Avenue,
Cornelius Office - Lake Norman Advisors
Ryan started in the financial industry in the mid ’90s moving his way up from a night teller while a full-time student to Financial Advisor, Manager, and Chief Compliance Officer. In 2010 Ryan joined Synergy Wealth Management as...
Serving the Lake Norman Region, Michael provides personalized investment advice to help you achieve your financial goals. As a CFP and graduate of Franklin University with a Bachelor's of Science in Financial Planning, he utilizes a...
Martha spent over 40 years in the Retail and Small Business Banking industry. Martha joined Synergy Wealth Management in 2013 and quickly became the official client greeter. She handles the initial client engagement and takes care of...
Kannapolis Office - Synergy Wealth Management
Jeff Jones serves as President of Synergy Wealth Management. He has over 18 years of experience in the financial services industry. He began his career in 1990 as an attorney in Concord, North Carolina. Prior to becoming President of...
Chief Compliance Officer
Series 7, Series 24, Series 66, North Carolina Insurance License Joe joined Synergy Wealth Management in 2005. He began his career at Merrill Lynch. Joe has a son Jack who recently graduated from the University of North Carolina Chapel...
Southern Pines Office - Synergy Wealth Management