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
Christopher Bordner
CEO, LPL Registered Principal, Wealth Manager
Craig Townsend, CFP®, CLU, ChFC
CFO, Managing Partner, Wealth Manager
Loretta Miller
Supervision & Operations Specialist, Principal
Kayla Bates
Firm Development Specialist and Practice Champion
Michael Argenbright
LPL Financial Advisor
Preston J. Bellaire CLTC, LACP
Financial Planner & Investment Advisor Representative
The Villages
Ocala
Chris Reed
LPL Financial Advisor
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...
Orange City
Melbourne