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Alan M. Posey, CFP®

Alan M. Posey, CFP®

Followers of Alan M. Posey, CFP®2000 followers
location of Alan M. Posey, CFP®Athens, Georgia, United States

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  • Timeline

  • About me

    Financial Advisor at Synovus

  • Education

    • University of Tennessee, Knoxville

      2011 - 2017
      Bachelor's of Arts

      • Varsity Football Team- Offensive Lineman• Southeastern Conference Honor Roll, 2013• Dean’s List, Cum Laude, Spring 2013• Outstanding Undergraduate Presentation Award at 2016 Tennessee GeoSym• Member of Club Geography

    • Florida State University

      2022 - 2024
      Certificate in Financial Planning

    • Mercer University

      2014 - 2015
      Bachelor of Business Administration - BBA

      Completed three semesters of Business Administration coursework while also starting 12 games at offensive tackle for the Bears football team.

    • Clarke Central High School

      2007 - 2011

      • Three Year Varsity Football Letterman• Gladiators posted a record of 32-6 in those years• 2010 Region 8-AAAA football champions• 2009 Class AAAA state football runner up • 2X Atlanta Journal-Constitution Class AAAA All-State First Team • 2X GACA First Team All-State Class AAAA• 2X All-Region 8-AAAA First Team• 2X Athens Banner-Herald First Team All-Area

  • Experience

    • GreenPrint Corp

      Sept 2017 - Apr 2019

      • Field Implementation Manager

        Apr 2018 - Apr 2019

      • Field Account Manager

        Sept 2017 - Apr 2018

    • InterContinental Buckhead Atlanta

      Apr 2019 - Mar 2020
      Front Desk Agent

      Employee of the Quarter (2019)

    • Wells Fargo Advisors

      Mar 2020 - Oct 2023
      Financial Advisor

    • Synovus

      Oct 2023 - now
      Financial Advisor

      2024 Chairman's Council

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      CFP Board
      Aug 2025

    • Series 66

      FINRA
      Jun 2020

    • Securities Industry Essentials

      FINRA
      May 2020

    • Series 7

      FINRA
      Jun 2020

  • Honors & Awards

    • Awarded to Alan M. Posey, CFP®
      Southeastern Conference Honor Roll Southeastern Conference Jan 2014