Synergy Wealth Alliance

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Northern Trust in Tampa, FL is a leading provider of holistic wealth management services, catering to individuals, families, privately held businesses, family offices, foundations, and endowments. With over 130 years of experience and serving some of the wealthiest Americans, their advisors offer unparalleled insight into wealth management complexities. Recognized for their innovative technology and service excellence, Northern Trust provides expertise in financial planning, including wealth transfer, banking, insurance, investments, tax management, philanthropy, and family communication. Backed by The Northern Trust Institute, a research center with over 175 experts, they analyze behavioral patterns, develop effective client strategies, and provide advice for important life moments. Their Tampa location is led by a team of seasoned professionals who offer comprehensive wealth management services, including investment management, trust and advisory services, and banking. Northern Trust specializes in banking and lending, investing, trust and estate services, special asset advice and services, goal-based planning and advice, and business expansion and succession planning.Generated from the website