Stephanie Benardo Desear

Employer firm

Synovus Securities, Inc. CRD 14023

$8.45B regulatory AUM 100 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → 11/2016
  Wells Fargo Advisors, Llc.
  Naples, FL
• 04/2013 → 07/2017
  Wells Fargo Bank Na
  Naples, FL
• 11/2016 → 07/2017
  Wells Fargo Clearing Services, Llc
  Naples, FL
• 07/2017 → 05/2022
  Suntrust Bank, Inc.
  Lakewood Ranch, FL
• 07/2017 → 05/2022
  Suntrust Investment Services,Inc.
  Atlanta, GA
• 07/2017 → 05/2022
  Suntrust Advisory Services, Inc.
  Atlanta, GA
• 05/2022 → 01/2026
  Synovus Bank
  Sarasota, FL
• 05/2022 → Present
  Synovus Securities, Inc.
  Sarasota, FL
• 01/2026 → Present
  Pinnacle Bank
  Sarasota, FL

Previous Registrations

• 2017-08-01 → 2022-05-04
  Truist Advisory Services, Inc.
  Lakewood Ranch, FL
• 2013-05-21 → 2017-07-13
  Wells Fargo Clearing Services, Llc
  Naples, FL
  Bradenton, FL
  Naples, FL
  Tampa, FL
  Bradenton, FL
  Sarasota, FL
• 2013-02-13 → 2013-05-08
  Raymond James & Associates, Inc.
  Sarasota, FL
• 2011-08-11 → 2013-02-13
  Morgan Keegan & Company, Llc
  Sarasota, FL

Other Businesses

Morgan Franklin Fellowship POSITION: Board Member; Finance Committee member NATURE: Promoting financial literacy and providing financial education. INVESTMENT RELATED: No NUMBER OF HOURS PER MONTH: 1 TRADING HOURS: 1 START DATE: 07/16/2024 ADDRESS: 470 Mast Rd. Goffstown, NH 03045 United States DESCRIPTION: Discussing ways in which the MFF can expand it's impact and provide more people financial education. The boards ultimate goal is to have MFF create a lasting impact by increasing nationwide financial literacy for the next 200 years.

Exams

• S66 Uniform Combined State Law Examination
  2011-08-09

Other Names

• Stephanie Ashton Benardo