Bart joined Creative Financial Group in 2001 and is a Certified Financial Planner™ professional holding Series 7, 63, and 65 securities licenses through Synovus Securities. He provides investment advisory and financial planning services to high-net-worth individuals and corporate executives. He also serves on the Investment Committee and is integral to CFG’s investment advisory services, including asset management and trading functions. His background includes investment banking experience structuring municipal finance issues.
Bart is a founding member of Team Doctors Preferred Access, LLC, a firm providing priority individual, family, and corporate access to many of the nation’s leading healthcare providers. He earned a BA in Economics from the University of Georgia and is a lifelong member of the Tau Kappa Epsilon fraternity. Bart resides Buford, GA and is involved with Habitat for Humanity and the Lake Lanier Association.
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Creative Financial Group (“CFG”) is a division of Synovus Securities, Inc (“SSI”), member FINRA/SIPC. Prior to January 1, 2011, CFG was a separate registered investment adviser affiliate of SSI. 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. You can obtain more information about Synovus Securities, Inc. and its Registered Representatives by accessing BrokerCheck