Allen Whitley Joins CB&T Private Wealth Team
Staff Report From Columbus CEO
Wednesday, January 27th, 2016
CB&T, a division of Synovus Bank, is proud to announce that Allen Whitley has been promoted to the position of private wealth advisor. Whitley joined the CB&T team in 2010, serving in several positions during his tenure, most recently as manager of the Bradley Park branch.
In his new role as private wealth advisor, Whitley will manage a portfolio of high net worth relationships. As a trusted guide to these individuals he will focus on proactively meeting their needs in the areas of banking and lending, retirement planning, personal trust and estate services, investment management, and insurance services.
“Our Private Wealth team at CB&T could not be more excited to add Allen. He is a rising star at CB&T and has done an outstanding job over the last 6 years in the retail branch network” said Heath Schondelmayer, director, Private Wealth Management, CB&T . “Allen sets the tone in customer service and will be a great benefit to our clients with all of their financial needs”
Whitley received an MBA from Auburn University and a BBA in Finance from Georgia Southern University. He currently serves on the Board of Directors for Open Door Community House. Whitley resides in Phenix City, Alabama, with his wife, Emily.