Brian Roberts

Brian Roberts serves as CEO at Synergy Wealth Solutions. Synergy Wealth Solutions operates in the financial services sector with approximately 160.0 employees. The company is headquartered in Chesterfield, Missouri.

Industry & Role Insights

• • MessageCEO tracks 11,960 executives in the financial services sector.
• • We have verified contacts for 2 executives at Synergy Wealth Solutions.
• • 1,625 executive contacts are available in Missouri.
• • Our database includes 201,468 c suite-level executives.

Amazon AWS CloudFlare Hosting Salesforce Datadog Remote

insurance retirement investments mutual funds whole life insurance term life insurance wealth management services annuities tax sheltered annuities variable universal life insurance fixed & variable annuities disability income insurance estate conversion strategies education funding strategies universal life insurance charitable giving strategies pension payout alternatives stocks bonds managed accounts protection products retirement strategy services financial planning investment wealth management life insurance business planning retirement solutions tax planning estate planning financial advising brokerage services financial goals client access financial calculators financial education investment products money management risk assessment portfolio management personalized financial strategy financial advisors strategic investment client relationships financial resources financial literacy independent contractors financial professionals career development financial market insights financial guidance financial seminars financial presentations legacy planning wealth preservation retirement readiness financial independence financial assessments financial security financial solutions comprehensive financial planning financial health financial strategies insurance products investment strategies asset management financial compliance financial portfolios client service financial analysis investment management financial services b2b law practice legal services

KP

Kara Perry Chief Operating Officer at Synergy Wealth Solutions

IC

Il Choi Senior Executive Vice President and Chief Digital Officer at 리치앤코

JS

Jeff Sekinger Chief Executive Officer at 0 Percent

RF

Rehana Farrell Chief Executive Officer at 100 Women In Finance

KB

Kellan Brown Chief Operating Officer / Chief Development Officer at 100 Women In Finance

Outreach Guidance — financial services Sector

Financial services executives like Brian Roberts prioritize security, compliance (SOC 2, SOX), and integration with existing systems. Reference industry-specific regulatory requirements and provide case studies from peer institutions.

Brian Roberts's Position in the MessageCEO Database

• •Brian Roberts is 1 of 2 verified executive contacts we track at Synergy Wealth Solutions.
• •11,735 verified executive contacts in financial services are in the MessageCEO database.
• •1,518 verified executive contacts in Missouri are in the database.
• •171 verified contacts work at financial services companies in the 160.0 employee range (same size as Synergy Wealth Solutions).

Executive contact data compiled from public business filings, LinkedIn public profiles, company press materials, and verified outbound email testing. We do not publish personal addresses or sensitive identifiers. Methodology & sources · Removal requests handled at /remove-info · Updated August 2026.

How do I reach Brian Roberts directly?

Brian Roberts's verified email address is available to MessageCEO Pro subscribers. They currently serve as CEO at Synergy Wealth Solutions. Access direct contact info to skip gatekeepers and reach the decision maker.

What company does Brian Roberts work for?

Brian Roberts is CEO at Synergy Wealth Solutions, a company in the financial services sector with 160.0 employees. The company is based in Chesterfield, Missouri.

Can I pitch or sell to Brian Roberts?

As CEO at Synergy Wealth Solutions, Brian Roberts is a key decision-maker in the financial services sector. MessageCEO Pro gives you verified email to reach Brian Roberts directly — ideal for B2B sales, partnerships, and executive recruiting.

What industry is Brian Roberts in?

Brian Roberts works in the financial services industry as CEO at Synergy Wealth Solutions. MessageCEO provides verified contact information for executives across all major industries.

Is Brian Roberts's contact information verified?

Yes. MessageCEO verifies executive contact information through multiple data sources and regular validation checks. Brian Roberts's profile is kept up-to-date with the latest available information.

Last updated: August 12, 2026