As Director of Advisory Services for The Family Office at Synovus, Rob Persons leads the firm’s multi-family advisory services and oversees a team of Family Office Advisors across the Synovus footprint. In addition, he provides leadership, development, and training for the firm’s client service associates. Focusing on wealth planning, estate planning, investment management, trust and fiduciary services, and family enterprise advising, Rob is committed to delivering exceptional client experiences and helping families achieve their long-term goals. As a senior executive within The Family Office, he works closely with colleagues across the organization to implement best practices that support the evolving needs of client families.
Rob brings nearly two decades of experience in the financial services industry. Prior to joining Synovus in 2007, he served as a Financial Advisor with Merrill Lynch. Throughout his tenure with Synovus, he has played a key leadership role in the growth and development of The Family Office. In addition to serving on the firm’s Senior Leadership Team, Rob is a member of the Investment Committee, Asset Allocation Committee, and the Investment Review and Administrative Review Committees.
Rob earned a Bachelor of Business Administration in Finance from the University of Georgia Terry College of Business. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a Certified Trust and Fiduciary Advisor (CTFA), and holds Series 7 and 66 securities licenses through Synovus Securities, Inc. In 2020, he was recognized by the Family Wealth Alliance as a Young Professional Award Winner, an honor recognizing emerging leaders shaping the family wealth industry.
Outside of work, Rob is actively involved in his community. He is a member of the Financial Planning Association (FPA) and the American Bankers Association. He enjoys spending time with family and supporting organizations that strengthen the lives of children and families in his community.
