Broker Check

Meet Our Team

A dictionary definition of Synergy is "working together." We live up to our name. You will have more than one advisor at our firm because we believe in a team approach. Our clients can benefit from the diverse experience and knowledge of a group of like-minded financial counselors, headed by a senior advisor, offering a collaborative approach to your financial plan. If, at any time, your lead advisor is unavailable, be confident that a team member will be prepared to answer any question or relay any message, so that you remain in full control of your plan.

Altamonte Springs

Chris  Bordner

Christopher Bordner

CEO, LPL Registered Principal, Wealth Manager

321-203-4458

Loretta  Miller

Loretta Miller

Supervision & Operations Specialist, Principal

321-203-4458

Kayla  Bates

Kayla Bates

Firm Development Specialist and Practice Champion

321-203-4458

Harry  Overton

Harry Overton

LPL Investment Advisor Representative

407-895-2438

Preston J.  Bellaire CLTC, LACP

Preston J. Bellaire CLTC, LACP

Financial Planner & Investment Advisor Representative

321-203-4458

Ocala

Chris Reed

LPL Financial Advisor

352-207-8014

800-654-8501

chris.reed@synergywealthalliance.com

Since 2002, Chris has been helping people make informed choices with their money to pursue their financial goals and objectives.  His practice serves both medical practitioners and medical sales representatives. He also works...

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