Advisor at Synergy Investment Management LLC
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Firm
Synergy Investment Management LLC
Location
Avon Park, FL
Credentials
Series 66
Industry experience
12 years
Shari Flowers is a financial advisor at Synergy Investment Management LLC with 12 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2013. Synergy Investment Management serves individuals, trusts, estates, businesses, and charitable organizations, managing over $461 million in assets for approximately 1,072 clients. The firm employs a long-term, Modern Portfolio Theory–based approach, utilizing diversified portfolios with mutual funds, ETFs, and other securities, and incorporates proprietary quantitative tools in its investment process.
Based on Synergy Investment Management LLC
Based on Synergy Investment Management LLC
Financial planning standalone fixed fees up to $20,000, depending on complexity and services requested.
Certain Advisory Persons are registered representatives and earn commissions in separate capacity; commissions earned are separate and in addition to advisory fees.
Avon Park, FL
Florida
Synergy Investment Management LLC
2025 - Present (1 year)
LPL Financial
2013 - Present (13 years)
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Is active or affiliated with:
Insurance agent
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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