Sheldon Bernau

Background

About Sheldon Bernau

Sheldon F. Bernau, Senior Vice President and Senior Relationship Manager with Synovus Trust Company, N.A, is a Certified Public Accountant, Chartered Global Management Accountant and Certified Divorce Financial Analyst. He is a graduate of the University of West Florida College of Business and Pensacola Christian College and has over 25 years of banking, accounting and financial advisory experience. Some of his community activities include the Financial Literacy Program of Escambia County, board member of the Escambia-Santa Rosa Bar Foundation, past President - Tallahassee Regional Estate Planning Council, past Chair - West Florida FICPA Chapter, and past Treasurer of Big Brothers Big Sisters of NW Florida. Specialties: In addition to his commitment to providing customers with the highest levels of service, Sheldon facilitates relationships for his clients, financial and otherwise. Some areas of particular concern where we help our clients: Investment Management Estate planning and administration Tax-smart gifting strategies Trust administration and corporate trustee services Business succession planning and customized transfer strategies Additionally, we have the ability to coordinate Synovus Trustee Services with our client's existing financial managers. Contact him and he will connect you to individuals appropriate for the particular service(s) you need.