Choices. Whether you are an independent investment advisor or looking to come In-House and build your book of business, Synergy has the ability to assist you in reaching your goals. With over four-hundred investment professionals and staff working together in a complimentary environment, it is no wonder that Synergy has been ranked as one of the Best Places to Work in Charlotte*. If you are ready to make the first step towards a better future, we look forward to giving you the freedom you want and the attention you deserve.

*ranked in 2007 as one of the Best Places to Work by the Charlotte Business Journal