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2021 Finance Awards Honoree: Julio Roque

Julio Roque is a senior-level bank executive who leverages over 34 years of experience in financial planning, investment management, custom lending and banking background to lead a dedicated team of professionals in the planning and execution of various complex wealth management issues. Julio’s objective is to help clients achieve their financial goals and aspirations at Synovus.

Favorite Quote: “Attitude not aptitude determines altitude.” – Zig Ziglar

Fun Fact: I enjoy playing Dominoes and have won multiple tournaments.

What challenges have you faced in your career, and how did you overcome them? On several occasions worked for leaders who lacked vision or ability to coach and develop. I was able to stay motivated and focused on my personal goals. As a result, not only did I outlast those leaders, but I achieved significant recognition and continued success as a leader in the industry I serve.

What has been the most monumental moment of your career thus far? I have received many awards and recognition in my professional career by many leaders and CEOs, including being ranked No. 1 office in the country. I would still defer the monumental moment to be witnessing the birth of my children and having the ability to share all their achievements.

What’s the one piece of financial advice you regret not taking? When I was younger, a client recommended buying an acre in a city called Parkland for $15,000 so you can eventually build your home. I wish I had!!!

What’s the biggest financial mistake most people make? Utilizing multiple advisors for diversification vs. asset allocation creates a lack of efficiency and can create additional risk to portfolios. Also, not creating an Estate plan, keeping it up to date and holding family meetings with key family members/successor trustees who will manage the trust during incapacity or at passing.

How do you get first-time investors to alter their thinking on investing? I believe in educating first-time investors around the fundamental facts about the markets and historical data. It is important to assess and understand their risk tolerance and to show them the value of investing over a long-term time horizon and investing regularly into various market cycles to take advantage of opportunities within market volatility.

At Synovus, we have the advantage to teach & promote our RAISE THE BANNER for Financial Education Program, designed to educate individuals in the communities we serve, the basic financial concepts and principles, so they’re able to make confident financial decisions- and reach their personal and economic goals.

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Drew Limsky

Drew Limsky

Editor-in-Chief

BIOGRAPHY

Drew Limsky joined Lifestyle Media Group in August 2020 as Editor-in-Chief of South Florida Business & Wealth. His first issue of SFBW, October 2020, heralded a reimagined structure, with new content categories and a slew of fresh visual themes. “As sort of a cross between Forbes and Robb Report, with a dash of GQ and Vogue,” Limsky says, “SFBW reflects South Florida’s increasingly sophisticated and dynamic business and cultural landscape.”

Limsky, an avid traveler, swimmer and film buff who holds a law degree and Ph.D. from New York University, likes to say, “I’m a doctor, but I can’t operate—except on your brand.” He wrote his dissertation on the nonfiction work of Joan Didion. Prior to that, Limsky received his B.A. in English, summa cum laude, from Emory University and earned his M.A. in literature at American University in connection with a Masters Scholar Award fellowship.

Limsky came to SFBW at the apex of a storied career in journalism and publishing that includes six previous lead editorial roles, including for some of the world’s best-known brands. He served as global editor-in-chief of Lexus magazine, founding editor-in-chief of custom lifestyle magazines for Cadillac and Holland America Line, and was the founding editor-in-chief of Modern Luxury Interiors South Florida. He also was the executive editor for B2B magazines for Acura and Honda Financial Services, and he served as travel editor for Conde Nast. Magazines under Limsky’s editorship have garnered more than 75 industry awards.

He has also written for many of the country’s top newspapers and magazines, including The New York Times, Washington Post, Los Angeles Times, Miami Herald, Boston Globe, USA Today, Worth, Robb Report, Afar, Time Out New York, National Geographic Traveler, Men’s Journal, Ritz-Carlton, Elite Traveler, Florida Design, Metropolis and Architectural Digest Mexico. His other clients have included Four Seasons, Acqualina Resort & Residences, Yahoo!, American Airlines, Wynn, Douglas Elliman and Corcoran. As an adjunct assistant professor, Limsky has taught journalism, film and creative writing at the City University of New York, Pace University, American University and other colleges.