Broker Check

Team

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...

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Certified Financial Planner (CFP®) Kansas State University, B.S., Business Administration major in Financial Management Kansas State University, M.S., Personal Financial Planning Series 65, 63 and 7 Securities Licenses NC Life and...

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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...

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Gloria Mullis

Financial Advisor

704-295-6607

704-295-6607

In her thirty years as a Financial Advisor, Gloria considers it a privilege to help her clients achieve their goals for retirement income, educational planning, long-term care needs, and life insurance. Gloria joined Synergy Wealth...

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Catawba College, B.A., Business Administration – Finance Series 6, 7, 9, 10, 63, 65, and 66 Securities Licenses North Carolina Life and Health Insurance Licenses Jeff joined Synergy Wealth Management in 2010. He began his career...

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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...

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Martha Riggins

Administrative Assistant

(704) 295-6623

(704) 295-6623

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...

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Rodney Hager

Financial Advisor

(704) 905-2969

(704) 295-6629

University of North Carolina, Charlotte, S. in Business Administration. Series 7 and 66 Securities Licenses North Carolina Life Insurance License North Carolina Real Estate License Rodney joined Synergy Wealth Management in 2015. He...

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University of South Carolina, B.S, Accounting Series 27 Securities License – Financial and Operational Principal Tracy joined Synergy Wealth Management in 2007 as Assistant Controller. As the Chief Financial Officer, she is...

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