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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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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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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Serving the Lake Norman Region, Michael provides personalized investment advice to help you achieve your financial goals. He utilizes a one-on-one approach to develop a customized plan that will help you Grow, Maintain and Transfer...

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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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