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Sheldon Bernau Cpa, Cgma, Cdfa Email & Phone Number

Senior Vice President, Senior Relationship Manager at Synovus Trust Company N.A. (Mobile, AL to Tallahassee, FL) at Synovus
Location: Pensacola, Florida, United States 6 work roles 3 schools
1 work email found @synovus.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Current company
Synovus
Role
Senior Vice President, Senior Relationship Manager at Synovus Trust Company N.A. (Mobile, AL to Tallahassee, FL)
Location
Pensacola, Florida, United States
Company size
3894 employees

Who is Sheldon Bernau Cpa, Cgma, Cdfa? Overview

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Quick answer

Sheldon Bernau Cpa, Cgma, Cdfa is listed as Senior Vice President, Senior Relationship Manager at Synovus Trust Company N.A. (Mobile, AL to Tallahassee, FL) at Synovus, a with 3894 employees, based in Pensacola, Florida, United States. AeroLeads shows a work email signal at synovus.com and a matched LinkedIn profile for Sheldon Bernau Cpa, Cgma, Cdfa.

Sheldon Bernau Cpa, Cgma, Cdfa previously worked as Senior Vice President, Senior Relationship Manager at Synovus and VP, Sr. Relationship Manager covering Mobile, Alabama to Tallahassee, Florida at Synovus Trust Company N.A.. Sheldon Bernau Cpa, Cgma, Cdfa studied at Leadership Pensacola (Leap).

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Email format at Synovus

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{first}@synovus.com
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Profile bio

About Sheldon Bernau Cpa, Cgma, Cdfa

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 ManagementEstate planning and administrationTax-smart gifting strategiesTrust administration and corporate trustee servicesBusiness succession planning and customized transfer strategiesAdditionally, 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.

Listed skills include Wealth Management, 401K, Estate Planning, Asset Management, and 46 others.

Current workplace

Sheldon Bernau Cpa, Cgma, Cdfa's current company

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Synovus
Synovus
Senior Vice President, Senior Relationship Manager at Synovus Trust Company N.A. (Mobile, AL to Tallahassee, FL)
columbus, georgia, united states
Website
synovus.com
Employees
3894
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6 roles

Sheldon Bernau Cpa, Cgma, Cdfa work experience

A career timeline built from the work history available for this profile.

Senior Vice President, Senior Relationship Manager

Current
Synovus

Serving Mobile, Alabama To Tallahassee, Florida

Apr 2022 - Present

Vp, Sr. Relationship Manager Covering Mobile, Alabama To Tallahassee, Florida

Current
Synovus Trust Company N.A.

Pensacola, Florida Area

Developing a strategy for managing your estate can influence your legacy, and it can also have an important impact on your finances today. A sound estate plan can help protect your assets, reduce taxes, support worthy causes or ensure the continuing success of your business.At Synovus, you will find trust and estate professionals who listen closely to your concerns and design solutions tailored to your individual circumstances. We provide one source for estate planning advice, ongoing administrative services and attentive management of your assets. You can count on us for thoughtful, sophisticated strategies delivered by people who understand your goals completely and have the resources to address them.

Dec 2011 - Present

Cpa

Saltmarsh, Cleaveland & Gund

Pensacola, Florida, United States

My areas of responsibility included valuation, litigation support, tax and tax research. Saltmarsh is a full-service accounting firm that assists clients not only with tax and audit issues, but also with the planning, consulting, investing, IT, employee benefits, etc.Saltmarsh Cleaveland & Gund has been a leader in the professional services industry for more than 60 years.

Jul 2008 - Dec 2011

Accountant/Cpa

Warren Averett O’Sullivan Creel

Pensacola, Florida, United States

Worked in the tax department focused primarily on the preparation of returns for entities.

May 2006 - Jun 2008

Avp

Synovus

(Name Changed From Bank Of Pensacola And Coastal Bank And Trust)

Worked as AVP in the Private Client Group. Assisted clients with comprehensive financial management and their relationships with the various departments of the bank.

Dec 2002 - Feb 2006

Financial Advisor And Cfm

Merrill Lynch

Pensacola, Florida, United States

Worked at Merrill Lynch during this time with a brief time away from April to November of 1997. Assisted clients with Personal Financial Planning, Estate Planning and Investment Planning.

Mar 1993 - Dec 2002
Team & coworkers

Colleagues at Synovus

Other employees you can reach at synovus.com. View company contacts for 3894 employees →

BB Bryan Baldwin Bryan Baldwin Colleague at SynovusLexington County, South Carolina, United States View → BK Brooke Kilgore Brooke Kilgore Colleague at SynovusJasper, Alabama, United States View → LM Leslie Morris Leslie Morris Colleague at SynovusOrlando, Florida, United States View → AF Angela Floyd Angela Floyd Colleague at SynovusDalzell, South Carolina, United States View → NB Nicole Bragg, Csm Nicole Bragg, Csm Colleague at SynovusColumbus, Georgia, United States View → GC Gloria C Banks, Crcm, Cerp Gloria C Banks, Crcm, Cerp Colleague at SynovusColumbus, Georgia, United States View → KG Kristine Glover Kristine Glover Colleague at SynovusColumbia, South Carolina Metropolitan Area, United States View → BD Bernie Delong Bernie Delong Colleague at SynovusNiceville, Florida, United States View → SD Scott D. Rittensbacher Scott D. Rittensbacher Colleague at SynovusBoca Raton, Florida, United States View → PW Phillip W. Aldridge Phillip W. Aldridge Colleague at SynovusAtlanta Metropolitan Area, United States View →
3 education records

Sheldon Bernau Cpa, Cgma, Cdfa education

Education record

Leadership Pensacola (Leap)

Bs, Accounting And Business Administration - Double Major

Pensacola Christian College

Activities and Societies: Phi Beta Deltahttp://www.pcci.edu/

FAQ

Frequently asked questions about Sheldon Bernau Cpa, Cgma, Cdfa

Quick answers generated from the profile data available on this page.

What company does Sheldon Bernau Cpa, Cgma, Cdfa work for?

Sheldon Bernau Cpa, Cgma, Cdfa works for Synovus.

What is Sheldon Bernau Cpa, Cgma, Cdfa's role at Synovus?

Sheldon Bernau Cpa, Cgma, Cdfa is listed as Senior Vice President, Senior Relationship Manager at Synovus Trust Company N.A. (Mobile, AL to Tallahassee, FL) at Synovus.

What is Sheldon Bernau Cpa, Cgma, Cdfa's email address?

AeroLeads has found 1 work email signal at @synovus.com for Sheldon Bernau Cpa, Cgma, Cdfa at Synovus.

Where is Sheldon Bernau Cpa, Cgma, Cdfa based?

Sheldon Bernau Cpa, Cgma, Cdfa is based in Pensacola, Florida, United States while working with Synovus.

What companies has Sheldon Bernau Cpa, Cgma, Cdfa worked for?

Sheldon Bernau Cpa, Cgma, Cdfa has worked for Synovus, Synovus Trust Company N.A., Saltmarsh, Cleaveland & Gund, Warren Averett O’Sullivan Creel, and Merrill Lynch.

Who are Sheldon Bernau Cpa, Cgma, Cdfa's colleagues at Synovus?

Sheldon Bernau Cpa, Cgma, Cdfa's colleagues at Synovus include Bryan Baldwin, Brooke Kilgore, Leslie Morris, Angela Floyd, and Nicole Bragg, Csm.

How can I contact Sheldon Bernau Cpa, Cgma, Cdfa?

You can use AeroLeads to view verified contact signals for Sheldon Bernau Cpa, Cgma, Cdfa at Synovus, including work email, phone, and LinkedIn data when available.

What schools did Sheldon Bernau Cpa, Cgma, Cdfa attend?

Sheldon Bernau Cpa, Cgma, Cdfa studied at Leadership Pensacola (Leap).

What skills is Sheldon Bernau Cpa, Cgma, Cdfa known for?

Sheldon Bernau Cpa, Cgma, Cdfa is listed with skills including Wealth Management, 401K, Estate Planning, Asset Management, Retirement Planning, Bonds, Portfolios, and Stocks.

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