Senior Vice President; Director, Wealth Strategies
W: 706-649-2399
C: 770-757-4111
E: LeeWiseley@Synovus.com
Lee leads a team of attorneys who provide professional counsel and wealth planning for Family Office clients. This involves coordination with The Family Office at Synovus relationship managers, individual family members and additional family advisors such as private attorneys, accountants, and company executives. The objective is to understand the family’s goals and provide strategic advice and guidance to help them achieve those goals. Lee also serves as Senior Vice President of Synovus Trust Company, where he provides guidance on fiduciary matters.
Lee has over 13 years of experience in the financial services industry. Prior to joining Synovus in 2006, he practiced law at the Bowden Spratt Law Firm, in Atlanta, and worked as an Estate and Gift Tax Attorney for the Internal Revenue Service in Atlanta.
Lee’s educational credentials include an LL.M. in Taxation from the Emory School of Law, a J.D. from the University of Georgia School of Law, and a B.B.A. in Finance from the University of Georgia College of Business Administration. He is a member of the State Bar of Georgia, and is admitted to practice before the United States Tax Court.
Lee is a frequent speaker on estate planning and fiduciary issues to professional groups throughout the Southeast. He is Past Chairman and current member of the Fiduciary Section of the State Bar. He is also a member of the Investment Committee of the State Bar.
Family office services are provided through The Family Office at Synovus, a division of Synovus Trust Company, N.A. Investment products and services provided by Synovus are offered through Synovus Securities, Inc ("SSI"), Synovus Trust Company, N.A. ("STC"), GLOBALT, a separately identifiable division of STC and Creative Financial Group, a division of SSI. Trust services for Synovus are provided by Synovus Trust Company, N.A. The registered broker-dealer offering brokerage products for Synovus is Synovus Securities, Inc., member FINRA/SIPC. Investment products and services are not FDIC insured, are not deposits of or other obligations of Synovus Bank, are not guaranteed by Synovus Bank and involve investment risk, including possible loss of principal amount invested.
Synovus Securities, Inc. is a subsidiary of Synovus Financial Corp and an affiliate of Synovus Bank and Synovus Trust. Synovus Trust Company, N.A. is a subsidiary of Synovus Bank