Synergy Capital Solutions Employee Directory

Q: What is Synergy Capital Solutions known for?

Synergy Capital Solutions was founded in 2017. Synergy Capital Solutions operates in the Financial Services industry.

Q: How many employees does Synergy Capital Solutions have currently?

Synergy Capital Solutions has approximately 20 employees.

Financial ServicesMichigan, United States11-50 Employees

As solutions-based wealth management professionals serving affluent individuals nationwide, our team builds trusted relationships to help our clients build, grow, enjoy and give while navigating life’s complexities.

We help reduce the noise in the investment space to offer clarity in the form of a personal financial plan to help our clients focus on their passions and life experiences.

Find Synergy Capital Solutions employees' phone numbers or email addresses

Synergy Capital Solutions Global Highlights

North America
24

United States Of America
24

Europe
1

Germany
1

Oceania
1

Australia
1

Synergy Capital Solutions's Leadership

M. F. B.
Chief Executive Officer/Chief Investment Officer
Mobile Phone
Email
J. A.
Chief Executive Officer
Mobile Phone
Email
D. B.
Co-Founder
Mobile Phone
Email
W. B.
Co-Founder And Co-Owner
Mobile Phone
Email
J. M. A.
Advisor ‖ Chief Client Experience Officer At Synergy Capital Solutions
Mobile Phone
Email
D. F.
Vice President, Client Solutions
Mobile Phone
Email
E. N.
Advisor & Director Of Investments
Mobile Phone
Email
M. A. B.
Advisor & Director Of Advisory
Mobile Phone
Email

Contact profiles from Synergy Capital Solutions

Name

Title

Contact Info

Location

Last Update

E. S.
Business Development Director
Mobile Phone
Email
Oct 21, 2024
S. B.
Controller
Mobile Phone
Email
United StatesMichigan
Oct 17, 2024
E. B.
Client Experience Manager – Marketing And Events
Mobile Phone
Email
United StatesFlorida
Nov 11, 2025
A. I.
Client Experience Manager - Business Integration
Mobile Phone
Email
United StatesMichigan
Oct 18, 2025
D. W.
Financial Advisor
Mobile Phone
Email
United StatesFlorida
Oct 23, 2025
B. I.
Advisor
Mobile Phone
Email
Oct 23, 2025
G. L.
Client Solutions Advisor
Mobile Phone
Email
United StatesMichigan
Aug 10, 2025
J. C.
Client Experience Associate
Mobile Phone
Email
United StatesMichigan
Oct 23, 2025
L. M.
Advisor
Mobile Phone
Email
United StatesPennsylvania
Nov 12, 2025
E. W.
Intern
Mobile Phone
Email
United States
Nov 11, 2025

Frequently Asked Questions

What is Synergy Capital Solutions known for?

Synergy Capital Solutions was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in 39533 Woodward Avenue, #105. Explore Synergy Capital Solutions's company overview page for more information.

What is Synergy Capital Solutions's most common email format?

Synergy Capital Solutions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Synergy Capital Solutions email formats with LeadIQ.

How many employees does Synergy Capital Solutions have currently?

Synergy Capital Solutions has approximately 20 employees as of December 2025. These team members are located across 3 continents, including North AmericaEuropeOceania.

Who are Synergy Capital Solutions's key employees and leadership?

As of December 2025, Synergy Capital Solutions's key employees include:

Chief Executive Officer/Chief Investment Officer: M. F. B.
Chief Executive Officer: J. A.
Co-Founder: D. B.
Co-Founder And Co-Owner: W. B.
Advisor ‖ Chief Client Experience Officer At Synergy Capital Solutions: J. M. A.

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