Jennifer Rust and Jennifer Steube smile at their nickname “the dynamic duo”—but to their high net-worth clients in Sarasota, that’s precisely what they are.
The private wealth advisor, Rust, and senior trust portfolio manager, Steube, have worked together for five years, and share the goal of helping Synovus Private Wealth Management clients to manage financial assets for their future and that of generations to come. Rust specializes in
credit and cash management solutions— “everything from arranging liquidity to financing aircraft,” she says. Steube oversees investment portfolios, managing risk and return with customized asset allocation strategies.
In just a year, Synovus has become a strong local presence in private wealth management.
Both Jennifers regularly meet with clients. “We’re both accountable,” Steube explains, “but the point person is whoever the client’s most comfortable with.” Like financial concierges, they can
draw as needed on the expertise of Synovus specialists in education funding, estate planning, tax planning, charitable giving, and other fields.
“Dynamic,” certainly. Yet this duo are also devoted to compassionately enabling individuals and families to achieve lifetime dreams and create meaningful legacies.
▶ SERIES 7 & 66 LICENSES THROUGH SYNOVUS SECURITIES
▶ FLORIDA LIFE, HEALTH AND VARIABLE INSURANCE LICENSES
▶ BOARD MEMBER, ASOLO REP
▶ PRESIDENT, DESIGNING DAUGHTERS OF SARASOTA
▶ CO-CHAIR OF VARIOUS NONPROFIT EVENTS IN SARASOTA AND BRADENTON
▶ CERTIFIED INVESTMENT MANAGEMENT ANALYST®
▶ BOARD MEMBER, HUMANE SOCIETY OF SARASOTA COUNTY
▶ CHAIR, AMERICAN CANCER SOCIETY BIG TOP GALA
▶ BOARD MEMBER, UW-MADISON ALUMNI SARASOTA/MANATEE CHAPTER
▶ MEMBER, INVESTMENT MANAGEMENT CONSULTANTS
1605 MAIN ST., SUITE 107, SARASOTA, FL 34236
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. The registered broker-dealer offering brokerage products for Synovus is Synovus Securities, Inc., member FINRA/SIPC. Synovus Securities, Inc. is a subsidiary of Synovus Financial Corp and an affiliate of Synovus Bank. Synovus Trust Company, N.A. is a subsidiary of Synovus Bank.
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Banking products are provided by Synovus Bank, Member FDIC. Loan products are subject to credit approval. Divisions of Synovus Bank operate under multiple trade names across the Southeast.