D. Brent Suriano, Cws®, Cepa®
About D. Brent Suriano, Cws®, Cepa®
D. Brent Suriano serves as the Director of Private Wealth for the Florida Division at Synovus, bringing over 20 years of experience in the private wealth sector. He holds the Certified Wealth Strategist (CWS) and Certified Exit Planning Advisor (CEPA) designations and specializes in comprehensive wealth management solutions for high-net-worth clients.
Work at Synovus
D. Brent Suriano serves as the Director of Private Wealth for the Florida Division at Synovus, a position he has held since 2021. In this role, he focuses on delivering tailored wealth management solutions to high-net-worth clients. His expertise includes investment strategies, estate planning, tax optimization, and risk management. Prior to his current role, he worked as the Private Wealth Market Executive at Synovus from 2019 to 2021, where he contributed to the growth of the private wealth sector in the Central Florida market.
Education and Expertise
D. Brent Suriano holds two Bachelor Degrees from The University of North Florida, one in Management and another in Marketing, which he completed from 1999 to 2003. He also completed his high school education at The Bolles School, graduating in 1999. Suriano has earned the Certified Wealth Strategist (CWS) and Certified Exit Planning Advisor (CEPA) designations, reflecting his commitment to professional development in wealth management.
Background
D. Brent Suriano has over 20 years of experience in the private wealth sector, primarily focusing on high-net-worth clients. His career includes significant roles at various financial institutions. Before joining Synovus, he worked at Regions Bank as a Private Wealth Advisor and Vice President from 2017 to 2019, and as the Regional Platform Investment Director from 2014 to 2017. He also held positions at Wells Fargo and BBVA Compass, where he gained extensive experience in banking and investment services.
Achievements
Throughout his career, D. Brent Suriano has specialized in developing comprehensive wealth management solutions. His strategic guidance has helped high-net-worth clients navigate the complexities of wealth management. His roles have included significant responsibilities in investment strategies, estate planning, tax optimization, and risk management, showcasing his ability to address the diverse needs of affluent clients.