Julio Roque Cepa®

Julio Roque CEPA®, CWS® is a seasoned financial professional with extensive experience in wealth management. Currently serving as the Private Wealth Market Executive and Senior Vice President at Synovus since August 2019, Julio holds certifications as a Wealth Strategist and Exit Planning Advisor. Previously, Julio held the position of Senior Vice President and Wealth Advisor at Regions Bank from November 2016 to August 2019 and worked as a Wealth Management Banker at Merrill Lynch from May 2009 to July 2016, focusing on high net worth clients. Additionally, Julio served as a Premier Client Manager at Bank of America from June 1997 to May 2009, managing significant portfolios and leading banking centers in South Florida. Julio's educational background includes studies at Broward College and the Florida Institute of Technology.