Robert Persons
About Robert Persons
Robert Persons serves as the Senior Vice President and Director of Advisory Services at The Family Office at Synovus, where he has worked since 2022. He has extensive experience in financial advisory roles, including a previous position at Merrill Lynch and a long tenure at Synovus.
Current Role at Synovus
Robert Persons serves as the Senior Vice President and Director of Advisory Services at The Family Office at Synovus. He has held this position since 2022, contributing to the strategic direction and management of advisory services in Columbus, GA. His role involves overseeing financial advisory functions and ensuring the delivery of tailored financial solutions to clients.
Previous Experience at Synovus
Prior to his current role, Robert Persons worked at Synovus as the Senior Vice President and Lead Family Office Advisor from 2007 to 2022. During this 15-year tenure, he developed expertise in managing family office services, focusing on wealth management and client relations.
Experience at Merrill Lynch
Before joining Synovus, Robert Persons was employed as a Financial Advisor at Merrill Lynch from 2004 to 2006. This role provided him with foundational experience in financial advisory services, enhancing his skills in client management and investment strategies.
Educational Background
Robert Persons completed his education at several institutions. He attended The Westminster Schools from 1994 to 1999. He then studied Building Sciences at Auburn University College of Architecture, Design and Construction for one year in 2000. Following this, he earned a Bachelor of Business Administration in Finance from the University of Georgia - Terry College of Business from 2000 to 2003.
Professional Certifications
Robert Persons holds both Series 7 and Series 66 licenses, which signify his qualifications in securities and investment advisory services. Additionally, he graduated from Cannon Trust School, gaining specialized knowledge in trust and estate planning.