BB&T Scott & Stringfellow
Industry: Capital market company
DescriptionHeadquarters: Richmond, VA Founded: 1893 Parent organizations: BB&T, BB&T Securities, LLC Subsidiary: Scott & Stringfellow, Inc., Asset Management Arm
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BB&T Scott & Stringfellow Employees
Employee
Years
Job
Industry
Mitchell Hunt, AAMS, LUTCF Mitchell Hunt, AAMS, LUTCF's BB&T Scott & Stringfellow Experience December 1996 - Present
Job VicePresident/Financial Advisor at BB&TScott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow December 1996 - Present
BB&T Scott & Stringfellow 1996 - Present
Legg Mason 1988 - 1996
Skills
Series 7, Series 63, Series 65, Accredited Asset..., Investments, Wealth Management, Retirement, Investment Advisory, Securities, Portfolio Management, Financial Analysis
Education
East Carolina University 1965 — 1970
AB, Political Science & Economics
BB&T Scott & Stringfellow December 1996 - Present
BB&T Scott & Stringfellow 1996 - Present
Legg Mason 1988 - 1996
Skills
Series 7, Series 63, Series 65, Accredited Asset..., Investments, Wealth Management, Retirement, Investment Advisory, Securities, Portfolio Management, Financial Analysis
Education
East Carolina University 1965 — 1970
AB, Political Science & Economics
Joe Farmer Joe Farmer's BB&T Scott & Stringfellow Experience March 2011 - Present
Job Financial Advisor at BB&T Scott and Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow March 2011 - Present
Johnson and Johnson May 2009 - April 2011
Education
Hampden-Sydney College 2004 — 2008
B.A., Economics, History
Woodberry Forest School 2000 — 2004
BB&T Scott & Stringfellow March 2011 - Present
Johnson and Johnson May 2009 - April 2011
Education
Hampden-Sydney College 2004 — 2008
B.A., Economics, History
Woodberry Forest School 2000 — 2004
Michal Kovac Michal Kovac's BB&T Scott & Stringfellow Experience January 2009 - Present
Job Vice President, CERTIFIED FINANCIAL PLANNER(R)
Industry Financial Services
Experience
BB&T Scott & Stringfellow January 2009 - Present
Financial Planning Association - South Carolina Society November 2008 - January 2012
Merrill Lynch June 2005 - January 2009
Morgan Stanley June 2002 - June 2005
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Investments, Finance, Series 7, Mutual Funds, Portfolio Management, Asset Management, Financial Planning, Financial Advisory, Retirement, Asset Allocation, Securities, Investment Advisory, Financial Analysis, Sales, Relationship Management, Management, Marketing, Financial Services
Education
The American College 2003 — 2007
CFP, Investments, Financial Planning, Economics, Tax & Estate, Retirement Planning
Coastal Carolina University 2000 — 2007
B.A., Business
BB&T Scott & Stringfellow January 2009 - Present
Financial Planning Association - South Carolina Society November 2008 - January 2012
Merrill Lynch June 2005 - January 2009
Morgan Stanley June 2002 - June 2005
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Investments, Finance, Series 7, Mutual Funds, Portfolio Management, Asset Management, Financial Planning, Financial Advisory, Retirement, Asset Allocation, Securities, Investment Advisory, Financial Analysis, Sales, Relationship Management, Management, Marketing, Financial Services
Education
The American College 2003 — 2007
CFP, Investments, Financial Planning, Economics, Tax & Estate, Retirement Planning
Coastal Carolina University 2000 — 2007
B.A., Business
Jim Dille Jim Dille's BB&T Scott & Stringfellow Experience March 1988 - Present
Job Senior Vice President at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow March 1988 - Present
Skills
Strategic Financial..., Wealth, Risk Management, Finance, Retirement Planning, Asset Allocation, Wealth Management, Investment Management, Mutual Funds, Securities, Investments, Financial Risk, Small Business, Non-profit Leadership
Education
Hampden-Sydney College 1973 — 1977
Bachelor of Arts (B.A.), Political Science
BB&T Scott & Stringfellow March 1988 - Present
Skills
Strategic Financial..., Wealth, Risk Management, Finance, Retirement Planning, Asset Allocation, Wealth Management, Investment Management, Mutual Funds, Securities, Investments, Financial Risk, Small Business, Non-profit Leadership
Education
Hampden-Sydney College 1973 — 1977
Bachelor of Arts (B.A.), Political Science
Jack Taylor Jack Taylor's BB&T Scott & Stringfellow Experience January 2005 - Present
Job Financial Advisor at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow January 2005 - Present
Skills
Wealth Management, Retirement Planning, Finance, Series 7, Mutual Funds, Financial Planning, Investment Advisory, Asset Allocation, Series 63, Asset Management, Wealth Management..., Retirement
Education
North Carolina State University 2002 — 2006
Bachelor's Degree, Economics
Woodberry Forest School 1998 — 2002
BB&T Scott & Stringfellow January 2005 - Present
Skills
Wealth Management, Retirement Planning, Finance, Series 7, Mutual Funds, Financial Planning, Investment Advisory, Asset Allocation, Series 63, Asset Management, Wealth Management..., Retirement
Education
North Carolina State University 2002 — 2006
Bachelor's Degree, Economics
Woodberry Forest School 1998 — 2002
M. Scott Waller M. Scott Waller's BB&T Scott & Stringfellow Experience July 1999 - Present
Job Senior Vice President at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow July 1999 - Present
Chatham Oil Company January 1997 - June 1999
Leadership '96 September 1996 - November 1996
Willou Smith for Secretary of State April 1996 - August 1996
Media Research Center October 1995 - March 1996
Office of Congressman J.C. Watts, Jr. January 1995 - September 1995
J.C. Watts for Congress Committee August 1994 - November 1994
Jim Chapman for Congress May 1994 - June 1994
National MS Society November 1993 - April 1994
National Republican Congressional Committee June 1990 - October 1993
Skills
Fundraising, Marketing, Political Campaigns, Marketing Strategy, Series 7, Wealth Management, Public Relations, Public Speaking, Wealth Management..., Investment Advisory, Series 63, Leadership, Advertising, Finance, Sales, Investments, Retirement Planning
Education
Presbyterian College 1988 — 1990
Bachelor's of Science, Political Science and Government
Danville Community College 1986 — 1988
BB&T Scott & Stringfellow July 1999 - Present
Chatham Oil Company January 1997 - June 1999
Leadership '96 September 1996 - November 1996
Willou Smith for Secretary of State April 1996 - August 1996
Media Research Center October 1995 - March 1996
Office of Congressman J.C. Watts, Jr. January 1995 - September 1995
J.C. Watts for Congress Committee August 1994 - November 1994
Jim Chapman for Congress May 1994 - June 1994
National MS Society November 1993 - April 1994
National Republican Congressional Committee June 1990 - October 1993
Skills
Fundraising, Marketing, Political Campaigns, Marketing Strategy, Series 7, Wealth Management, Public Relations, Public Speaking, Wealth Management..., Investment Advisory, Series 63, Leadership, Advertising, Finance, Sales, Investments, Retirement Planning
Education
Presbyterian College 1988 — 1990
Bachelor's of Science, Political Science and Government
Danville Community College 1986 — 1988
Debbie Young's BB&T Scott & Stringfellow Experience December 2014 - August 2015
Job Administrative Assistant at KDC Real Estate Development & Investments
Industry Construction
Experience
KDC Real Estate Development & Investments September 2015 - Present
BB&T Scott & Stringfellow December 2014 - August 2015
BB&T Scott & Stringfellow April 2011 - December 2014
BB&T Scott & Stringfellow June 2006 - April 2011
Amedisys Home Health & Hospice July 2002 - June 2006
Skills
Series 7, Series 66, Microsoft Office, Microsoft Excel, Microsoft Word, Mobius, OneNote, Outlook, PowerPoint, Social Media, ThomsonOne, Strategic Planning
Education
Gordon College
Biochemistry
Gordon College
KDC Real Estate Development & Investments September 2015 - Present
BB&T Scott & Stringfellow December 2014 - August 2015
BB&T Scott & Stringfellow April 2011 - December 2014
BB&T Scott & Stringfellow June 2006 - April 2011
Amedisys Home Health & Hospice July 2002 - June 2006
Skills
Series 7, Series 66, Microsoft Office, Microsoft Excel, Microsoft Word, Mobius, OneNote, Outlook, PowerPoint, Social Media, ThomsonOne, Strategic Planning
Education
Gordon College
Biochemistry
Gordon College
Katherine Flohr Katherine Flohr's BB&T Scott & Stringfellow Experience November 2011 - Present
Job Financial Advisor at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow November 2011 - Present
Brown Brothers Harriman July 2006 - August 2011
Education
Sewanee-The University of the South 2002 — 2006
Bachelor's Degree, English
BB&T Scott & Stringfellow November 2011 - Present
Brown Brothers Harriman July 2006 - August 2011
Education
Sewanee-The University of the South 2002 — 2006
Bachelor's Degree, English
Kevin Mertens, AIF® Kevin Mertens, AIF®'s BB&T Scott & Stringfellow Experience 1998 - 2001
Job Financial Advisor at United Community Advisory Services
Industry Investment Management
Experience
United Community Bank July 2015 - Present
The Toronto-Dominion Bank March 2011 - July 2015
VM Manning & Co 2001 - 2011
Office of US Senator Ernest F Hollings 2004 - 2005
BB&T Scott & Stringfellow 1998 - 2001
Hampshire Securities 1997 - 1998
Cowen and Company 1987 - 1996
Laidlaw Adams and Peck 1985 - 1987
Education
University of North Carolina at Chapel Hill
BA, Political Science
Sewanee-The University of the South
EFM, The School of Theology
Ravenscroft School
Diploma, College Preparatory
United Community Bank July 2015 - Present
The Toronto-Dominion Bank March 2011 - July 2015
VM Manning & Co 2001 - 2011
Office of US Senator Ernest F Hollings 2004 - 2005
BB&T Scott & Stringfellow 1998 - 2001
Hampshire Securities 1997 - 1998
Cowen and Company 1987 - 1996
Laidlaw Adams and Peck 1985 - 1987
Education
University of North Carolina at Chapel Hill
BA, Political Science
Sewanee-The University of the South
EFM, The School of Theology
Ravenscroft School
Diploma, College Preparatory
Robert Kaltenschnee, CMFC Robert Kaltenschnee, CMFC's BB&T Scott & Stringfellow Experience July 2014 - Present
Job SMA Product Specialist Wealth Strategies Group at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow July 2014 - Present
BB&T Scott & Stringfellow August 2009 - July 2014
Madison Precious Metals February 2009 - August 2009
Ameriprise Financial January 2008 - September 2008
Varnell Struck and Associates/NVS March 2003 - January 2008
Skills
Microsoft Office, Thompson One, Bloomberg Terminal, Morningstar, Constant Contact, ACT, S&P Market Scope, Financial Analysis, Strategic Financial..., Financial Advisory, Series 7, Investments, Financial Services, Analysis, Asset Allocation, Wealth Management, Series 63, Securities, Portfolio Management, Investment Strategies, Mutual Funds, Investment Advisory, Retirement Planning, FINRA, Finance, Series 65, Bloomberg, Relationship Management, Bonds, Wealth Management..., Financial Modeling, Client Services, Financial Risk, 401k
Education
East Carolina University 1997 — 2001
Bachelor of Science (BS), Finance/Marketing
East Carolina University
Corporate Finance and Marketing
BB&T Scott & Stringfellow July 2014 - Present
BB&T Scott & Stringfellow August 2009 - July 2014
Madison Precious Metals February 2009 - August 2009
Ameriprise Financial January 2008 - September 2008
Varnell Struck and Associates/NVS March 2003 - January 2008
Skills
Microsoft Office, Thompson One, Bloomberg Terminal, Morningstar, Constant Contact, ACT, S&P Market Scope, Financial Analysis, Strategic Financial..., Financial Advisory, Series 7, Investments, Financial Services, Analysis, Asset Allocation, Wealth Management, Series 63, Securities, Portfolio Management, Investment Strategies, Mutual Funds, Investment Advisory, Retirement Planning, FINRA, Finance, Series 65, Bloomberg, Relationship Management, Bonds, Wealth Management..., Financial Modeling, Client Services, Financial Risk, 401k
Education
East Carolina University 1997 — 2001
Bachelor of Science (BS), Finance/Marketing
East Carolina University
Corporate Finance and Marketing
Garrett Daniel Garrett Daniel's BB&T Scott & Stringfellow Experience May 2013 - August 2013
Job Financial Analyst at Connorex Lucinda, LLC.
Industry Venture Capital & Private Equity
Experience
Connorex Lucinda, LLC. June 2014 - Present
Alpha Tau Omega Fraternity January 2013 - December 2013
BB&T Scott & Stringfellow May 2013 - August 2013
Alpha Tau Omega Fraternity 2011 - 2012
Alpha Tau Omega Fraternity January 2011 - December 2011
Blessed Sacrament School, Burlington NC June 2011 - August 2011
Camp Sea Gull and Camp Seafarer June 2008 - August 2010
Skills
Risk Management, Marketing, Financial Management..., CRM, Organizational..., Microsoft Platform, Disciplinary Hearings, Expansions, Recruiting, Treasury Management, Problem Analysis, Problem Solving, Contract Publishing, Budget Monitoring, Budget Reconciliation, Budget Estimating, Bank Reconciliation, Team Management, Social Media Marketing, Group Dynamics, Group Development, Group Decision Making, Public Speaking
Education
East Carolina University - College of Business 2010 — 2014
Bachelor of Science in Business Administration, Managerial Finance
Bishop McGuinness Catholic High School 2006 — 2010
Connorex Lucinda, LLC. June 2014 - Present
Alpha Tau Omega Fraternity January 2013 - December 2013
BB&T Scott & Stringfellow May 2013 - August 2013
Alpha Tau Omega Fraternity 2011 - 2012
Alpha Tau Omega Fraternity January 2011 - December 2011
Blessed Sacrament School, Burlington NC June 2011 - August 2011
Camp Sea Gull and Camp Seafarer June 2008 - August 2010
Skills
Risk Management, Marketing, Financial Management..., CRM, Organizational..., Microsoft Platform, Disciplinary Hearings, Expansions, Recruiting, Treasury Management, Problem Analysis, Problem Solving, Contract Publishing, Budget Monitoring, Budget Reconciliation, Budget Estimating, Bank Reconciliation, Team Management, Social Media Marketing, Group Dynamics, Group Development, Group Decision Making, Public Speaking
Education
East Carolina University - College of Business 2010 — 2014
Bachelor of Science in Business Administration, Managerial Finance
Bishop McGuinness Catholic High School 2006 — 2010
Ellie Reid Ellie Reid's BB&T Scott & Stringfellow Experience October 2014 - April 2015
Job Analyst at The Madison Investment Fund
Industry Investment Management
Experience
The Madison Investment Fund October 2014 - Present
BB&T Scott & Stringfellow October 2014 - April 2015
Wardrobe Richmond May 2010 - August 2014
Skills
Social Media, Fashion, Sales, Social Networking, Merchandising, Marketing, Event Planning, Public Speaking, Customer Service, Microsoft Office, Retail, Microsoft Excel, Leadership
Education
James Madison University 2013 — 2017
Computer Science
St. Catherine's School
High School Degree
The Madison Investment Fund October 2014 - Present
BB&T Scott & Stringfellow October 2014 - April 2015
Wardrobe Richmond May 2010 - August 2014
Skills
Social Media, Fashion, Sales, Social Networking, Merchandising, Marketing, Event Planning, Public Speaking, Customer Service, Microsoft Office, Retail, Microsoft Excel, Leadership
Education
James Madison University 2013 — 2017
Computer Science
St. Catherine's School
High School Degree
Ken Manning, CWS Ken Manning, CWS's BB&T Scott & Stringfellow Experience April 2012 - Present
Job VP, Financial Products & Services at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow April 2012 - Present
Scott & Stringfellow 2007 - May 2012
Wachovia Securities 2002 - 2007
Wachovia Securities 2001 - 2002
First Union Securities 2000 - 2001
Learning Tree International 1998 - 2000
Quick & Reilly 1996 - 1998
Education
Wheeling Jesuit University 1988 — 1992
Bachelor of Science (BS), Criminal Justice
American University 1991 — 1991
Gonzaga College High School 1984 — 1988
OLGC (Our Lady of Good Counsel - Vienna, Va) 1978 — 1984
BB&T Scott & Stringfellow April 2012 - Present
Scott & Stringfellow 2007 - May 2012
Wachovia Securities 2002 - 2007
Wachovia Securities 2001 - 2002
First Union Securities 2000 - 2001
Learning Tree International 1998 - 2000
Quick & Reilly 1996 - 1998
Education
Wheeling Jesuit University 1988 — 1992
Bachelor of Science (BS), Criminal Justice
American University 1991 — 1991
Gonzaga College High School 1984 — 1988
OLGC (Our Lady of Good Counsel - Vienna, Va) 1978 — 1984
Paul Irving Paul Irving's BB&T Scott & Stringfellow Experience October 2012 - Present
Job Financial Advisor; CFP® ; Senior Vice President ; BB&T Scott & Stringfellow
Industry Investment Management
Experience
BB&T Scott & Stringfellow October 2012 - Present
Wells Fargo Advisors March 1998 - October 2012
Skills
Wealth Management, Series 7, Retirement Planning, Financial Planning
Education
Saint Bonaventure University
BB&T Scott & Stringfellow October 2012 - Present
Wells Fargo Advisors March 1998 - October 2012
Skills
Wealth Management, Series 7, Retirement Planning, Financial Planning
Education
Saint Bonaventure University
Bryan Horner Bryan Horner's BB&T Scott & Stringfellow Experience April 2014 - Present
Job Financial Advisor at BB&T Scott & Stringfellow
Industry Investment Management
Experience
BB&T Scott & Stringfellow April 2014 - Present
Private Advisors, LLC July 2008 - April 2014
Davenport & Company LLC October 2005 - July 2008
WorldCast Anglers June 2002 - October 2004
Skills
Investments, Portfolio Management, Hedge Funds, Alternative Investments, Wealth Management, Financial Analysis, Asset Management, Asset Allocation, Series 7, Due Diligence, Private Equity, Investment Management, Leadership, Budgets, Financial Planning, Strategic Planning, Series 63, Securities, Finance, Asset Managment, New Business Development, Strategic Financial..., High Net Worth..., Mutual Funds, Equities, Investor Relations, Credit, Financial Modeling
Education
Hampden-Sydney College 1999 — 2003
BA, Economics
BB&T Scott & Stringfellow April 2014 - Present
Private Advisors, LLC July 2008 - April 2014
Davenport & Company LLC October 2005 - July 2008
WorldCast Anglers June 2002 - October 2004
Skills
Investments, Portfolio Management, Hedge Funds, Alternative Investments, Wealth Management, Financial Analysis, Asset Management, Asset Allocation, Series 7, Due Diligence, Private Equity, Investment Management, Leadership, Budgets, Financial Planning, Strategic Planning, Series 63, Securities, Finance, Asset Managment, New Business Development, Strategic Financial..., High Net Worth..., Mutual Funds, Equities, Investor Relations, Credit, Financial Modeling
Education
Hampden-Sydney College 1999 — 2003
BA, Economics
L. Travis McIntosh L. Travis McIntosh's BB&T Scott & Stringfellow Experience March 2006 - Present
Job Vice President at BB&T Scott & Stringfellow
Industry Investment Management
Experience
BB&T Scott & Stringfellow March 2006 - Present
Skills
Management, Organization, Administration
Education
University of Phoenix 2007 — 2009
Master of Business Administration (M.B.A.)
College of Charleston 1997 — 2000
Bachelor's degree, Accounting
Clarendon Hall 1983 — 1997
BB&T Scott & Stringfellow March 2006 - Present
Skills
Management, Organization, Administration
Education
University of Phoenix 2007 — 2009
Master of Business Administration (M.B.A.)
College of Charleston 1997 — 2000
Bachelor's degree, Accounting
Clarendon Hall 1983 — 1997
Kosta Velis, CIMA, CFP's BB&T Scott & Stringfellow Experience May 2015 - Present
Job Managing Director at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow May 2015 - Present
Stoever Glass Wealth Management March 2014 - May 2015
Aurum Options Strategies August 2013 - May 2015
Method Enterprises, LLC March 2013 - July 2013
Ameriprise Financial Services, Inc. November 2011 - December 2012
Morgan Stanley Smith Barney August 1999 - February 2011
Merrill Lynch June 1994 - August 1999
Skills
Alternative Investments, Wealth Management, Asset Allocation, Securities, FINRA, Financial Advisory, Finance, Investments, Series 7, Retirement Planning, Strategic Financial..., Options, Financial Services, Recruiting, Leadership Development, Investment Advisory, Asset Management, High Net Worth..., Equities, Mutual Funds, Fixed Income, Stocks, Microsoft Office, Mergers & Acquisitions, Series 24, Series 63, Mergers, Risk Management, Financial Analysis, Insurance, ETFs, Bonds, Investment Management, Portfolio Management, Investment Strategies, Wealth Management..., Hedge Funds, Wealth, Series 65, Estate Planning, Financial Markets, Fund Of Funds, Due Diligence, Financial Modeling, Hedging, Commodity
Education
Wharton School, University of Pennsylvania 2005 — 2005
Certified Investment Management Analyst (CIMA), Certified Investment Management Analyst (CIMA)
The American College 1997 — 2000
Certified Financial Planner (CFP), Certified Financial Planner (CFP)
Southern Methodist University 1990 — 1994
Bachelor's degree, Political Science and Government
The Lawrenceville School 1985 — 1990
BB&T Scott & Stringfellow May 2015 - Present
Stoever Glass Wealth Management March 2014 - May 2015
Aurum Options Strategies August 2013 - May 2015
Method Enterprises, LLC March 2013 - July 2013
Ameriprise Financial Services, Inc. November 2011 - December 2012
Morgan Stanley Smith Barney August 1999 - February 2011
Merrill Lynch June 1994 - August 1999
Skills
Alternative Investments, Wealth Management, Asset Allocation, Securities, FINRA, Financial Advisory, Finance, Investments, Series 7, Retirement Planning, Strategic Financial..., Options, Financial Services, Recruiting, Leadership Development, Investment Advisory, Asset Management, High Net Worth..., Equities, Mutual Funds, Fixed Income, Stocks, Microsoft Office, Mergers & Acquisitions, Series 24, Series 63, Mergers, Risk Management, Financial Analysis, Insurance, ETFs, Bonds, Investment Management, Portfolio Management, Investment Strategies, Wealth Management..., Hedge Funds, Wealth, Series 65, Estate Planning, Financial Markets, Fund Of Funds, Due Diligence, Financial Modeling, Hedging, Commodity
Education
Wharton School, University of Pennsylvania 2005 — 2005
Certified Investment Management Analyst (CIMA), Certified Investment Management Analyst (CIMA)
The American College 1997 — 2000
Certified Financial Planner (CFP), Certified Financial Planner (CFP)
Southern Methodist University 1990 — 1994
Bachelor's degree, Political Science and Government
The Lawrenceville School 1985 — 1990
Matt Burlew, CFP® Matt Burlew, CFP®'s BB&T Scott & Stringfellow Experience 2014 - Present
Job Financial Advisor The BenderBurlew Group at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow 2014 - Present
Merrill Lynch Wealth Management 2012 - 2014
D. Scott Neal, Inc. 2010 - 2012
Skills
Banking, Strategic Financial..., Credit, Financial Analysis, Credit Analysis, Customer Service, Public Speaking, Leadership Development, Event Planning, Leadership, Finance, Wealth Management, Mutual Funds
Education
The University of Edinburgh 2007 — 2008
MTh
Cincinnati Christian University 2000 — 2007
BA
BB&T Scott & Stringfellow 2014 - Present
Merrill Lynch Wealth Management 2012 - 2014
D. Scott Neal, Inc. 2010 - 2012
Skills
Banking, Strategic Financial..., Credit, Financial Analysis, Credit Analysis, Customer Service, Public Speaking, Leadership Development, Event Planning, Leadership, Finance, Wealth Management, Mutual Funds
Education
The University of Edinburgh 2007 — 2008
MTh
Cincinnati Christian University 2000 — 2007
BA
David Rakestraw David Rakestraw's BB&T Scott & Stringfellow Experience July 2010 - Present
Job Senior Vice President / Financial Advisor at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow July 2010 - Present
BB&T July 2004 - July 2010
Skills
Wealth Management, Wealth, Investment Management, Financial Planners, 401k, Retirement Planning, Wealth Management..., Series 7, Estate Tax Planning, Certified Financial..., Strategic Financial..., Series 65, Finance, Mutual Funds, Estate Planning, Investment Advisory, Asset Allocation, Investments, Succession Planning, Series 63, Retirement, Insurance, Credit Analysis, Financial Analysis, Asset Managment, Trust Services, Securities, Portfolio Management, Investment Strategies, Risk Management, Alternative Investments, Financial Advisory, Uniform Combined State...
Education
Campbell University 1999 — 2004
BBA, MBA, Trust, Investment Management, Financial Planning
BB&T Scott & Stringfellow July 2010 - Present
BB&T July 2004 - July 2010
Skills
Wealth Management, Wealth, Investment Management, Financial Planners, 401k, Retirement Planning, Wealth Management..., Series 7, Estate Tax Planning, Certified Financial..., Strategic Financial..., Series 65, Finance, Mutual Funds, Estate Planning, Investment Advisory, Asset Allocation, Investments, Succession Planning, Series 63, Retirement, Insurance, Credit Analysis, Financial Analysis, Asset Managment, Trust Services, Securities, Portfolio Management, Investment Strategies, Risk Management, Alternative Investments, Financial Advisory, Uniform Combined State...
Education
Campbell University 1999 — 2004
BBA, MBA, Trust, Investment Management, Financial Planning
Michael Akers Michael Akers's BB&T Scott & Stringfellow Experience June 2013 - Present
Job BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow June 2013 - Present
Janney Montgomery Scott May 2008 - May 2013
Ferris Baker Watts Inc. 1998 - 2008
Nabisco 1985 - 1995
Skills
Investments, Portfolio Management, Mutual Funds, Series 7, Equities, Strategic Financial..., Fixed Annuities, Retirement, Financial Markets, Bonds, Financial Analysis, 401k, ETFs, Options, Financial Planning, Personal Financial..., Financial Planners
Education
University of Pittsburgh 1981 — 1985
BA, Economics/Finance
St. Francis University 1981 — 1982
Bishop McCort
BB&T Scott & Stringfellow June 2013 - Present
Janney Montgomery Scott May 2008 - May 2013
Ferris Baker Watts Inc. 1998 - 2008
Nabisco 1985 - 1995
Skills
Investments, Portfolio Management, Mutual Funds, Series 7, Equities, Strategic Financial..., Fixed Annuities, Retirement, Financial Markets, Bonds, Financial Analysis, 401k, ETFs, Options, Financial Planning, Personal Financial..., Financial Planners
Education
University of Pittsburgh 1981 — 1985
BA, Economics/Finance
St. Francis University 1981 — 1982
Bishop McCort
Crystal Todd Crystal Todd's BB&T Scott & Stringfellow Experience February 2013 - Present
Job Registered Client Service Associate at BB&T Scott & Stringfellow
Industry Investment Banking
Experience
BB&T Scott & Stringfellow February 2013 - Present
RMIC June 2012 - February 2013
RMIC August 2008 - August 2011
RMIC June 1996 - August 2008
Skills
Series 7, Series 66, Project Management, Microsoft Office, Cross-functional Team..., Marketing, Adobe Creative Suite, Constant Contact, Vendor Management, Management, Product Marketing, Process Flow..., Selection, Inventory Management, Insurance, Email Marketing, Procedures Documentation, RFP, Business Analysis, Vendor RFP Development,...
Education
Radford University 1991 — 1992
BBA, Marketing
Wytheville Community College 1988 — 1990
AS, Business Administration
BB&T Scott & Stringfellow February 2013 - Present
RMIC June 2012 - February 2013
RMIC August 2008 - August 2011
RMIC June 1996 - August 2008
Skills
Series 7, Series 66, Project Management, Microsoft Office, Cross-functional Team..., Marketing, Adobe Creative Suite, Constant Contact, Vendor Management, Management, Product Marketing, Process Flow..., Selection, Inventory Management, Insurance, Email Marketing, Procedures Documentation, RFP, Business Analysis, Vendor RFP Development,...
Education
Radford University 1991 — 1992
BBA, Marketing
Wytheville Community College 1988 — 1990
AS, Business Administration
Allen White Allen White's BB&T Scott & Stringfellow Experience November 2013 - Present
Job Financial Advisor The Robinson Group, BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow November 2013 - Present
BB&T Scott and Stringfellow September 2012 - October 2013
Wachovia, A Wells Fargo Company March 2011 - September 2012
Ferguson Enterprises October 2004 - April 2010
Skills
Account Management, Project Management, Series 7, Portfolio Management, Life Insurance, Investments, Financial Advisory, Asset Management, Retirement Planning, Asset Allocation
Education
University of South Carolina-Columbia 2000 — 2004
Bachelor of Arts, Economics
BB&T Scott & Stringfellow November 2013 - Present
BB&T Scott and Stringfellow September 2012 - October 2013
Wachovia, A Wells Fargo Company March 2011 - September 2012
Ferguson Enterprises October 2004 - April 2010
Skills
Account Management, Project Management, Series 7, Portfolio Management, Life Insurance, Investments, Financial Advisory, Asset Management, Retirement Planning, Asset Allocation
Education
University of South Carolina-Columbia 2000 — 2004
Bachelor of Arts, Economics
Edward Grimpe, CRPC Edward Grimpe, CRPC's BB&T Scott & Stringfellow Experience May 2013 - Present
Job Managing Director, Complex Manager South Florida Region at BB&T Scott and Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow May 2013 - Present
Merrill Lynch 1996 - May 2013
Ethicon Endo-Surgery April 1992 - April 1996
Lanier Worldwide April 1989 - April 1992
Skills
Wealth Management, Investments, Financial Services, Series 7, Portfolio Management, Estate Planning, Mutual Funds, Strategic Financial..., Financial Advisory, Strategy, Series 63, Retirement Planning, Financial Planning, Financial Modeling, Asset Management, Retirement, Investment Advisory, Insurance, Asset Allocation, Equities, FINRA, Securities, Employee Benefits, Alternative Investments, Fixed Annuities, Investment Strategies, Asset Managment, 401k Rollovers, Wealth, Wealth Management..., IRAs, ETFs, Uniform Combined State..., 401k, Series 65, 529 Plans, Saving for Education, Separately Managed..., Series 66, Retirement Income..., Series 9, Series 10, Series 31
Education
Florida Atlantic University
Bachelor of Business Administration (BBA), Corporate Management
Florida Atlantic University - College of Business
Bachelor's degree, Corporate Management
BB&T Scott & Stringfellow May 2013 - Present
Merrill Lynch 1996 - May 2013
Ethicon Endo-Surgery April 1992 - April 1996
Lanier Worldwide April 1989 - April 1992
Skills
Wealth Management, Investments, Financial Services, Series 7, Portfolio Management, Estate Planning, Mutual Funds, Strategic Financial..., Financial Advisory, Strategy, Series 63, Retirement Planning, Financial Planning, Financial Modeling, Asset Management, Retirement, Investment Advisory, Insurance, Asset Allocation, Equities, FINRA, Securities, Employee Benefits, Alternative Investments, Fixed Annuities, Investment Strategies, Asset Managment, 401k Rollovers, Wealth, Wealth Management..., IRAs, ETFs, Uniform Combined State..., 401k, Series 65, 529 Plans, Saving for Education, Separately Managed..., Series 66, Retirement Income..., Series 9, Series 10, Series 31
Education
Florida Atlantic University
Bachelor of Business Administration (BBA), Corporate Management
Florida Atlantic University - College of Business
Bachelor's degree, Corporate Management
Chris Sivley, CFP® Chris Sivley, CFP®'s BB&T Scott & Stringfellow Experience December 2012 - Present
Job Financial Advisor / Financial Planning / Discretionary Portfolio Management / Retirement Planning / Risk Management
Industry Financial Services
Experience
BB&T Scott & Stringfellow December 2012 - Present
Wells Fargo Advisors, LLC 2001 - December 2012
Compass Brokerage 1999 - 2001
United States Army 1993 - 1998
Skills
Investments, Portfolio Management, Insurance, Series 7, Asset Allocation, Wealth Management, Series 63, Retirement Planning, Strategic Financial..., Asset Managment, Financial Services, Wealth Management..., Financial Advisory, High Net Worth..., Investment Management, Investment Advisory, Alternative Investments, Fixed Annuities, Mutual Funds, Finance, Financial Planning, Asset Management
Education
University of Alabama 1991 — 1993
Bachelor of Science, Behavioral Sciences
Defense Language Institute 1994 — 1995
Degree, Spanish
Florida Community College at Jacksonville 2007 — 2008
CFP Professional Educational Program
BB&T Scott & Stringfellow December 2012 - Present
Wells Fargo Advisors, LLC 2001 - December 2012
Compass Brokerage 1999 - 2001
United States Army 1993 - 1998
Skills
Investments, Portfolio Management, Insurance, Series 7, Asset Allocation, Wealth Management, Series 63, Retirement Planning, Strategic Financial..., Asset Managment, Financial Services, Wealth Management..., Financial Advisory, High Net Worth..., Investment Management, Investment Advisory, Alternative Investments, Fixed Annuities, Mutual Funds, Finance, Financial Planning, Asset Management
Education
University of Alabama 1991 — 1993
Bachelor of Science, Behavioral Sciences
Defense Language Institute 1994 — 1995
Degree, Spanish
Florida Community College at Jacksonville 2007 — 2008
CFP Professional Educational Program
Steven Cere's BB&T Scott & Stringfellow Experience September 2013 - Present
Job Financial Advisor at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow September 2013 - Present
Merrill Lynch March 2012 - September 2013
Redic Construction 2004 - 2012
Austin Construction April 2000 - June 2005
Skills
401k Rollovers, Account Management, Brokerage, Business Strategy, Contract Negotiation, Customer Service, Finance, Fixed Income, Human Resources, Insurance, Investment Properties, Investment Strategies, Investments, Leadership, Management, Marketing, Options, Real Estate, Retirement Planning, Sales, Series 7, Special Needs Trusts, Strategic Financial..., Strategic Planning, Strategy, Term Life Insurance, Wealth Management
Education
Chipola Junior College
BusinessAAAssociates
Florida State University
marketing, economics, and business management
Florida State University - College of Business
BB&T Scott & Stringfellow September 2013 - Present
Merrill Lynch March 2012 - September 2013
Redic Construction 2004 - 2012
Austin Construction April 2000 - June 2005
Skills
401k Rollovers, Account Management, Brokerage, Business Strategy, Contract Negotiation, Customer Service, Finance, Fixed Income, Human Resources, Insurance, Investment Properties, Investment Strategies, Investments, Leadership, Management, Marketing, Options, Real Estate, Retirement Planning, Sales, Series 7, Special Needs Trusts, Strategic Financial..., Strategic Planning, Strategy, Term Life Insurance, Wealth Management
Education
Chipola Junior College
BusinessAAAssociates
Florida State University
marketing, economics, and business management
Florida State University - College of Business
Stephen Spraker Stephen Spraker's BB&T Scott & Stringfellow Experience November 2012 - Present
Job Vice PresidentInvestments at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow November 2012 - Present
Davenport & Company LLC 2002 - November 2012
Morgan Keegan 1999 - 2002
Viasystems Technologies 1997 - 2000
Skills
Series 7, Investments, Retirement, Investment Strategies, Retirement Planning, Series 63, Wealth Management, Investment Advisory, Finance, Securities, Estate Planning, Alternative Investments, Asset Management, FINRA, Uniform Combined State..., Series 65
Education
Hampden-Sydney College 1992 — 1997
ba, history
Collegiate 1979 — 1992
BB&T Scott & Stringfellow November 2012 - Present
Davenport & Company LLC 2002 - November 2012
Morgan Keegan 1999 - 2002
Viasystems Technologies 1997 - 2000
Skills
Series 7, Investments, Retirement, Investment Strategies, Retirement Planning, Series 63, Wealth Management, Investment Advisory, Finance, Securities, Estate Planning, Alternative Investments, Asset Management, FINRA, Uniform Combined State..., Series 65
Education
Hampden-Sydney College 1992 — 1997
ba, history
Collegiate 1979 — 1992
Bruce R. Arnett, CPWA's BB&T Scott & Stringfellow Experience 2004 - 2014
Job Senior Vice President Investments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2015 - Present
BB&T Scott & Stringfellow 2004 - 2014
Alex Brown & Sons 1987 - 2002
Education
University of North Carolina at Chapel Hill 1970 — 1974
BS
Wells Fargo Advisors, LLC January 2015 - Present
BB&T Scott & Stringfellow 2004 - 2014
Alex Brown & Sons 1987 - 2002
Education
University of North Carolina at Chapel Hill 1970 — 1974
BS
Heather Snead Heather Snead's BB&T Scott & Stringfellow Experience September 2015 - Present
Job Assistant Vice President, Project Manager at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow September 2015 - Present
BB&T Scott & Stringfellow February 2013 - September 2015
BB&T July 2005 - February 2013
BB&T July 2002 - July 2005
BB&T January 2000 - July 2002
Education
University of Mary Washington 1995 — 1999
Bachelor’s Degree, Business Administration and Management, General
BB&T Scott & Stringfellow September 2015 - Present
BB&T Scott & Stringfellow February 2013 - September 2015
BB&T July 2005 - February 2013
BB&T July 2002 - July 2005
BB&T January 2000 - July 2002
Education
University of Mary Washington 1995 — 1999
Bachelor’s Degree, Business Administration and Management, General
Craig Dyson Craig Dyson's BB&T Scott & Stringfellow Experience March 2007 - Present
Job Managing Director/Complex Manager
Industry Financial Services
Experience
BB&T Scott & Stringfellow March 2007 - Present
Education
University of Richmond - Robins School of Business 1981 — 1985
Bachelor of Science (B.S.), Business Administration, Management and Operations
BB&T Scott & Stringfellow March 2007 - Present
Education
University of Richmond - Robins School of Business 1981 — 1985
Bachelor of Science (B.S.), Business Administration, Management and Operations
Ryan Cooke, CFP®'s BB&T Scott & Stringfellow Experience October 2013 - Present
Job Registered Client Service Associate at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow October 2013 - Present
Wells Fargo Advisors July 2012 - October 2013
Skills
Series 7, Series 66, Certified Financial...
Education
Elon University - Martha and Spencer Love School of Business 2005 — 2009
Bachelor of Arts (B.A.), Economics
BB&T Scott & Stringfellow October 2013 - Present
Wells Fargo Advisors July 2012 - October 2013
Skills
Series 7, Series 66, Certified Financial...
Education
Elon University - Martha and Spencer Love School of Business 2005 — 2009
Bachelor of Arts (B.A.), Economics
Alex Maffett Alex Maffett's BB&T Scott & Stringfellow Experience May 2015 - Present
Job Financial Advisor at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow May 2015 - Present
BB&T Scott & Stringfellow October 2013 - May 2015
Fahrenheit IT July 2012 - September 2013
Skills
Mutual Funds, Investments, Asset Allocation, Asset Management, Financial Reporting, Series 7, series 66, Vendor Management, Management, Microsoft Office, Consulting, Program Management, Microsoft Excel, Financial Analysis, Relationship Management
Education
Virginia Polytechnic Institute and State University 2015 — 2017
Master of Business Administration (M.B.A.), Business
University of Richmond 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
BB&T Scott & Stringfellow May 2015 - Present
BB&T Scott & Stringfellow October 2013 - May 2015
Fahrenheit IT July 2012 - September 2013
Skills
Mutual Funds, Investments, Asset Allocation, Asset Management, Financial Reporting, Series 7, series 66, Vendor Management, Management, Microsoft Office, Consulting, Program Management, Microsoft Excel, Financial Analysis, Relationship Management
Education
Virginia Polytechnic Institute and State University 2015 — 2017
Master of Business Administration (M.B.A.), Business
University of Richmond 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Patrice Wiggins Patrice Wiggins's BB&T Scott & Stringfellow Experience August 2015 - Present
Job VP, Sales Development & Marketing Mgr at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow August 2015 - Present
Genworth Financial May 2012 - July 2015
Genworth Financial March 2008 - May 2012
Capital One 2008 - 2008
Wachovia Securities, LLC 2005 - 2007
Wachovia Securities, LLC October 2003 - December 2005
Hand Workshop Art Center 1998 - 2000
Skills
Project Management, Financial Services, Insurance, Relationship Management, Risk Management, Training, Management, Marketing, Corporate Communications, Marketing Communications, Branding & Identity, Social Media Marketing, Process Improvement, Public Relations, Community Relations, Copywriting, Copy Editing, Web Content, Email Marketing, Mobile Applications, Mobile Communications, Event Planning, Event Management, Corporate Events, Technical Writing, Strategic Planning, Direct Marketing, Internal Communications, Leadership, Strategic Communications, Marketing Strategy, CRM, Analytics, Integrated Marketing, Program Management, Online Marketing, Strategy, Cross-functional Team..., Vendor Management, Business Development, Team Leadership, Market Research
Education
University of Maryland College Park
BB&T Scott & Stringfellow August 2015 - Present
Genworth Financial May 2012 - July 2015
Genworth Financial March 2008 - May 2012
Capital One 2008 - 2008
Wachovia Securities, LLC 2005 - 2007
Wachovia Securities, LLC October 2003 - December 2005
Hand Workshop Art Center 1998 - 2000
Skills
Project Management, Financial Services, Insurance, Relationship Management, Risk Management, Training, Management, Marketing, Corporate Communications, Marketing Communications, Branding & Identity, Social Media Marketing, Process Improvement, Public Relations, Community Relations, Copywriting, Copy Editing, Web Content, Email Marketing, Mobile Applications, Mobile Communications, Event Planning, Event Management, Corporate Events, Technical Writing, Strategic Planning, Direct Marketing, Internal Communications, Leadership, Strategic Communications, Marketing Strategy, CRM, Analytics, Integrated Marketing, Program Management, Online Marketing, Strategy, Cross-functional Team..., Vendor Management, Business Development, Team Leadership, Market Research
Education
University of Maryland College Park
Dawn Alexander's BB&T Scott & Stringfellow Experience May 2013 - Present
Job Financial Planning / Wealth Management Services / Discretionary Portfolio Management
Industry Financial Services
Experience
BB&T Scott & Stringfellow May 2013 - Present
Various Marketing, Sales and Finance Positions January 2005 - January 2012
Skills
Marketing, Finance, Series 7, Insurance, Wealth Management, Financial Planning, Series 66, Investment Advisory, Retirement Planning, Investments, Strategic Financial..., Uniform Combined State..., Financial Services, Management
Education
University of North Florida - College of Business Administration 2011 — 2012
Master of Business Administration (M.B.A.), Concentration in International Business
Florida State University 2014 — 2015
Graduate Certificate in Financial Planning, Financial Planning/Insurance Planning/Investment Planning/Income Tax Planning/Retirement Planning
James Madison University 2011 — 2012
Six Sigma Black Belt Certification
University of North Florida - College of Business Administration 2009 — 2011
Bachelor of Business Administration (B.B.A.), Economics and Marketing
BB&T Scott & Stringfellow May 2013 - Present
Various Marketing, Sales and Finance Positions January 2005 - January 2012
Skills
Marketing, Finance, Series 7, Insurance, Wealth Management, Financial Planning, Series 66, Investment Advisory, Retirement Planning, Investments, Strategic Financial..., Uniform Combined State..., Financial Services, Management
Education
University of North Florida - College of Business Administration 2011 — 2012
Master of Business Administration (M.B.A.), Concentration in International Business
Florida State University 2014 — 2015
Graduate Certificate in Financial Planning, Financial Planning/Insurance Planning/Investment Planning/Income Tax Planning/Retirement Planning
James Madison University 2011 — 2012
Six Sigma Black Belt Certification
University of North Florida - College of Business Administration 2009 — 2011
Bachelor of Business Administration (B.B.A.), Economics and Marketing
Amber Conn's BB&T Scott & Stringfellow Experience September 2013 - Present
Job Registered Client Service Associate at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow September 2013 - Present
BB&T March 2010 - September 2013
BB&T July 2007 - March 2010
Skills
Wealth Management, Investments, Financial Planning, High Net Worth..., Strategic Financial..., Wealth, Series 7, Portfolio Management, Financial Analysis, Asset Allocation, Retirement Planning, Uniform Combined State..., Securities, Mutual Funds
Education
University of South Carolina - The Moore School of Business 2003 — 2007
Bachelor of Science (BS), Finance
BB&T Scott & Stringfellow September 2013 - Present
BB&T March 2010 - September 2013
BB&T July 2007 - March 2010
Skills
Wealth Management, Investments, Financial Planning, High Net Worth..., Strategic Financial..., Wealth, Series 7, Portfolio Management, Financial Analysis, Asset Allocation, Retirement Planning, Uniform Combined State..., Securities, Mutual Funds
Education
University of South Carolina - The Moore School of Business 2003 — 2007
Bachelor of Science (BS), Finance
Sean Link Sean Link's BB&T Scott & Stringfellow Experience November 2014 - Present
Job Client Service Associate at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow November 2014 - Present
PLS Logistics Services January 2014 - November 2014
Skills
Series 7, Series 66, Sales, Customer Service, Microsoft Office, Economics, Inventory Management, Teamwork, Leadership, Account Management
Education
Clemson University - College of Business and Behavioral Science 2009 — 2013
Bachelor of Arts (B.A.), Economics
BB&T Scott & Stringfellow November 2014 - Present
PLS Logistics Services January 2014 - November 2014
Skills
Series 7, Series 66, Sales, Customer Service, Microsoft Office, Economics, Inventory Management, Teamwork, Leadership, Account Management
Education
Clemson University - College of Business and Behavioral Science 2009 — 2013
Bachelor of Arts (B.A.), Economics
Scott Shook Scott Shook's BB&T Scott & Stringfellow Experience June 2014 - Present
Job Financial Advisor at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow June 2014 - Present
Merrill Lynch June 2003 - June 2014
Wachovia Bank August 1993 - June 2003
Skills
Investment Advisory, Banking, Asset Allocation, Financial Analysis, Strategic Financial..., Credit Analysis, Financial Planning, Retirement Planning, Asset Protection, Life Insurance, Long-term Care, Stock Management, Multi-generational..., Wealth Preservation, Wealth Accumulation, Financial Services, Insurance, Wealth Management, Investment Strategies, Securities
Education
East Carolina University 1990 — 1993
Bachelor's of Science, Economics
Louisburg College 1988 — 1989
BB&T Scott & Stringfellow June 2014 - Present
Merrill Lynch June 2003 - June 2014
Wachovia Bank August 1993 - June 2003
Skills
Investment Advisory, Banking, Asset Allocation, Financial Analysis, Strategic Financial..., Credit Analysis, Financial Planning, Retirement Planning, Asset Protection, Life Insurance, Long-term Care, Stock Management, Multi-generational..., Wealth Preservation, Wealth Accumulation, Financial Services, Insurance, Wealth Management, Investment Strategies, Securities
Education
East Carolina University 1990 — 1993
Bachelor's of Science, Economics
Louisburg College 1988 — 1989
Mills Brinson Mills Brinson's BB&T Scott & Stringfellow Experience July 1992 - Present
Job Vice President at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow July 1992 - Present
Merrill Lynch July 1982 - December 1985
Skills
Wealth Management, Retirement Planning, Securities, Series 7, Investment Advisory, Portfolio Management, Series 63, Financial Advisory
Education
Wake Forest University - Babcock Graduate School of Management 1975 — 1977
Master of Business Administration (M.B.A.), Business
University of North Carolina at Chapel Hill 1963 — 1967
Bachelor's Degree, A.B Political Science
BB&T Scott & Stringfellow July 1992 - Present
Merrill Lynch July 1982 - December 1985
Skills
Wealth Management, Retirement Planning, Securities, Series 7, Investment Advisory, Portfolio Management, Series 63, Financial Advisory
Education
Wake Forest University - Babcock Graduate School of Management 1975 — 1977
Master of Business Administration (M.B.A.), Business
University of North Carolina at Chapel Hill 1963 — 1967
Bachelor's Degree, A.B Political Science
Katherine Townes's BB&T Scott & Stringfellow Experience April 2015 - Present
Job Client Service Associate at BB&T Scott & Stringfellow
Industry Investment Banking
Experience
BB&T Scott & Stringfellow April 2015 - Present
Education
Lynchburg College 2008 — 2012
Bachelor of Arts (B.A.), Economics
BB&T Scott & Stringfellow April 2015 - Present
Education
Lynchburg College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Laurel Ellison Laurel Ellison's BB&T Scott & Stringfellow Experience July 2014 - Present
Job Registered Client Service Associate at BB&T Scott & Stringfellow
Industry Insurance
Experience
BB&T Scott & Stringfellow July 2014 - Present
Skills
Customer Service, Microsoft Office, Insurance, Microsoft Excel, Leadership, Administration, Teamwork, Marketing, Outlook, Microsoft Word, PowerPoint, Windows, English, Team Building, Data Entry, Time Management, Strategic Planning, Research
Education
University of South Carolina-Columbia 2009 — 2011
Bachelor of Arts (B.A.), English/ Secondary Education
Lander University
BB&T Scott & Stringfellow July 2014 - Present
Skills
Customer Service, Microsoft Office, Insurance, Microsoft Excel, Leadership, Administration, Teamwork, Marketing, Outlook, Microsoft Word, PowerPoint, Windows, English, Team Building, Data Entry, Time Management, Strategic Planning, Research
Education
University of South Carolina-Columbia 2009 — 2011
Bachelor of Arts (B.A.), English/ Secondary Education
Lander University
William (Will) M. Musser IV William (Will) M. Musser IV's BB&T Scott & Stringfellow Experience December 2003 - July 2005
Job Sustainability Advocate, Analyst, & Communications Professional
Industry Renewables & Environment
Experience
Sunrun Inc. October 2014 - May 2015
RGS Energy July 2014 - September 2014
RGS Energy April 2014 - July 2014
Home December 2010 - March 2014
UBS Financial Services Inc. June 2010 - October 2010
UBS Financial Services Inc. August 2005 - May 2010
BB&T Scott & Stringfellow December 2003 - July 2005
The University of Montana September 1996 - August 2003
Durham Veterans Administration Medical Center (VAMC) July 2002 - July 2003
Skills
CRM, Business Development, Sales, Public Speaking, Nonprofits, Process Improvement, Research, Communication, Behavior Change, Social Networking, Social Media, Corporate Social..., Sustainability, Organizational..., Data Analysis, Strategy, Business Planning, Marketing Communications, Entrepreneurship, Budgets, Change Management, Wealth Management, Finance, Program Management, Marketing, Management Consulting, Coaching, Customer Service, Investments, Leadership, New Business Development, Marketing Strategy, Financial Analysis, Series 7, Portfolio Management, Business Strategy, Training, Public Relations, Consulting, Team Building, Start-ups, Contract Negotiation
Education
University of Colorado Boulder 2011 — 2012
Professional Certificate in Sustainability Management, Sustainable Practices Program, N/A
The University of Montana 1996 — 2003
M.A; Ph.D., Clinical Psychology, 4.0
University of Virginia 1991 — 1995
B.A., Psychology; Philosophy, 3.74
The Hill School 1987 — 1991
High School Diploma
Sunrun Inc. October 2014 - May 2015
RGS Energy July 2014 - September 2014
RGS Energy April 2014 - July 2014
Home December 2010 - March 2014
UBS Financial Services Inc. June 2010 - October 2010
UBS Financial Services Inc. August 2005 - May 2010
BB&T Scott & Stringfellow December 2003 - July 2005
The University of Montana September 1996 - August 2003
Durham Veterans Administration Medical Center (VAMC) July 2002 - July 2003
Skills
CRM, Business Development, Sales, Public Speaking, Nonprofits, Process Improvement, Research, Communication, Behavior Change, Social Networking, Social Media, Corporate Social..., Sustainability, Organizational..., Data Analysis, Strategy, Business Planning, Marketing Communications, Entrepreneurship, Budgets, Change Management, Wealth Management, Finance, Program Management, Marketing, Management Consulting, Coaching, Customer Service, Investments, Leadership, New Business Development, Marketing Strategy, Financial Analysis, Series 7, Portfolio Management, Business Strategy, Training, Public Relations, Consulting, Team Building, Start-ups, Contract Negotiation
Education
University of Colorado Boulder 2011 — 2012
Professional Certificate in Sustainability Management, Sustainable Practices Program, N/A
The University of Montana 1996 — 2003
M.A; Ph.D., Clinical Psychology, 4.0
University of Virginia 1991 — 1995
B.A., Psychology; Philosophy, 3.74
The Hill School 1987 — 1991
High School Diploma
Alicia Zmuda Alicia Zmuda's BB&T Scott & Stringfellow Experience May 2015 - Present
Job Financial Advisor at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott and Stringfellow May 2015 - Present
BB&T Scott & Stringfellow May 2015 - Present
First Citizens Bank and Trust Company, Inc. February 2006 - May 2015
BB&T 2004 - 2006
Summit National Bank 1999 - 2004
Skills
Strategic Planning, Relationship Building, Territory Development, Team Management, Sales Management, Territory Account..., Portfolio Management, Investments, Life and Long Term Care..., Personal Financial..., Financial Analysis, Banking, Loans
Education
College for Financial Planning 2004 — 2005
Certified Financial Planner ®, Certified Financial Planning Designation
State University of New York College at Fredonia
Post Masters Certification in School Business Administration, Superintendent/School Business Administration
Saint Bonaventure University
Master's Degree, Counselor Education/School Counseling and Guidance Services
BB&T Scott and Stringfellow May 2015 - Present
BB&T Scott & Stringfellow May 2015 - Present
First Citizens Bank and Trust Company, Inc. February 2006 - May 2015
BB&T 2004 - 2006
Summit National Bank 1999 - 2004
Skills
Strategic Planning, Relationship Building, Territory Development, Team Management, Sales Management, Territory Account..., Portfolio Management, Investments, Life and Long Term Care..., Personal Financial..., Financial Analysis, Banking, Loans
Education
College for Financial Planning 2004 — 2005
Certified Financial Planner ®, Certified Financial Planning Designation
State University of New York College at Fredonia
Post Masters Certification in School Business Administration, Superintendent/School Business Administration
Saint Bonaventure University
Master's Degree, Counselor Education/School Counseling and Guidance Services
Kelly Huskey's BB&T Scott & Stringfellow Experience July 2015 - Present
Job Client Service Associate at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow July 2015 - Present
Brendle Financial Group, LLC January 2013 - July 2015
Lewisville Laser & Aesthetics January 2011 - January 2013
Pfizer/ Wyeth January 2002 - December 2010
Skills
Account Management, Marketing Strategy, Marketing Communications, Direct Marketing, New Business Development, Strategic Planning, Business Strategy, Advertising, Project Management, Management, Marketing, Email Marketing, Brand Management, Social Media Marketing, Cross-functional Team..., Strategy, Leadership, Sales
Education
Salem College 1992 — 1996
Bachelor of Science Business Administration (BSBA), Business, Management, Marketing, and Related Support Services
BB&T Scott & Stringfellow July 2015 - Present
Brendle Financial Group, LLC January 2013 - July 2015
Lewisville Laser & Aesthetics January 2011 - January 2013
Pfizer/ Wyeth January 2002 - December 2010
Skills
Account Management, Marketing Strategy, Marketing Communications, Direct Marketing, New Business Development, Strategic Planning, Business Strategy, Advertising, Project Management, Management, Marketing, Email Marketing, Brand Management, Social Media Marketing, Cross-functional Team..., Strategy, Leadership, Sales
Education
Salem College 1992 — 1996
Bachelor of Science Business Administration (BSBA), Business, Management, Marketing, and Related Support Services
Jennie Nelson Jennie Nelson's BB&T Scott & Stringfellow Experience October 2010 - June 2013
Job Registered Sales Assistant / Office Manager at Comprehensive Financial Services
Industry Financial Services
Experience
BB&T Scott & Stringfellow October 2010 - June 2013
Precision Strategy Advisors 2013 - 2013
Morgan Keegan April 2009 - October 2010
Morgan Keegan April 1997 - May 2004
Skills
Hold Series 7, Hold Series 66, Series 7, Series 63, Wealth Management, Mutual Funds, Retirement Planning, Investments, Securities, Equities, Asset Allocation, Fixed Income, Uniform Combined State..., Portfolio Management, IRAs, 401k
Education
CSU Sacramento
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
BB&T Scott & Stringfellow October 2010 - June 2013
Precision Strategy Advisors 2013 - 2013
Morgan Keegan April 2009 - October 2010
Morgan Keegan April 1997 - May 2004
Skills
Hold Series 7, Hold Series 66, Series 7, Series 63, Wealth Management, Mutual Funds, Retirement Planning, Investments, Securities, Equities, Asset Allocation, Fixed Income, Uniform Combined State..., Portfolio Management, IRAs, 401k
Education
CSU Sacramento
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
William H. (Bill) Sewell William H. (Bill) Sewell's BB&T Scott & Stringfellow Experience April 2014 - Present
Job Managing Director / Producing Branch Complex Manager at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow April 2014 - Present
Wells Fargo Advisors August 2013 - April 2014
Robert W. Baird & Co. May 2010 - August 2013
Morgan Stanley Smith Barney March 1983 - May 2010
Merrill Lynch November 1980 - March 1983
Education
University of Mississippi 1975 — 1979
BB&T Scott & Stringfellow April 2014 - Present
Wells Fargo Advisors August 2013 - April 2014
Robert W. Baird & Co. May 2010 - August 2013
Morgan Stanley Smith Barney March 1983 - May 2010
Merrill Lynch November 1980 - March 1983
Education
University of Mississippi 1975 — 1979
Gordon Kellam Gordon Kellam's BB&T Scott & Stringfellow Experience September 2013 - Present
Job Managing Director / Producing Branch Complex Manager at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow September 2013 - Present
Merrill Lynch June 2004 - September 2013
Skills
Wealth Management, Portfolio Management, Real Estate Economics, Estate Planning, Banking, Investments, High Net Worth..., Series 7, Wealth, Retirement, Finance, Mutual Funds, Series 63, Retirement Planning, Alternative Investments, Investment Advisory, Asset Allocation, Investment Strategies, Asset Management, Investment Management, Securities, Strategic Financial..., Financial Services, Series 65, Insurance, Long-term Care, Bonds, Financial Advisory, Series 6, Options, IRAs
Education
Ithaca College 1997 — 2001
B.A., Finance, Sociology
Berkshire School 1994 — 1997
High School
BB&T Scott & Stringfellow September 2013 - Present
Merrill Lynch June 2004 - September 2013
Skills
Wealth Management, Portfolio Management, Real Estate Economics, Estate Planning, Banking, Investments, High Net Worth..., Series 7, Wealth, Retirement, Finance, Mutual Funds, Series 63, Retirement Planning, Alternative Investments, Investment Advisory, Asset Allocation, Investment Strategies, Asset Management, Investment Management, Securities, Strategic Financial..., Financial Services, Series 65, Insurance, Long-term Care, Bonds, Financial Advisory, Series 6, Options, IRAs
Education
Ithaca College 1997 — 2001
B.A., Finance, Sociology
Berkshire School 1994 — 1997
High School
Paul Bopp's BB&T Scott & Stringfellow Experience January 2015 - Present
Job Managing Director, BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow January 2015 - Present
First Citizens Bank & Trust of South Carolina May 2012 - December 2014
BB&T March 2006 - April 2012
Ameriprise Financial September 1999 - March 2006
Teach For America August 1997 - July 1999
Skills
Wealth Management, Investments, Series 7, Estate Planning, Investment Management, Financial Advisory, Retirement, Retail Banking, Public Speaking, Series 63, Asset Allocation, Securities, Team Building, Retirement Planning, Investment Strategies, Strategic Financial..., Alternative Investments, Sales Management, Long-term Care, Asset Managment, Series 65
Education
Emory University - Goizueta Business School 2010 — 2012
MBA
Hamilton College 1993 — 1997
1997, Neuroscience
BB&T Scott & Stringfellow January 2015 - Present
First Citizens Bank & Trust of South Carolina May 2012 - December 2014
BB&T March 2006 - April 2012
Ameriprise Financial September 1999 - March 2006
Teach For America August 1997 - July 1999
Skills
Wealth Management, Investments, Series 7, Estate Planning, Investment Management, Financial Advisory, Retirement, Retail Banking, Public Speaking, Series 63, Asset Allocation, Securities, Team Building, Retirement Planning, Investment Strategies, Strategic Financial..., Alternative Investments, Sales Management, Long-term Care, Asset Managment, Series 65
Education
Emory University - Goizueta Business School 2010 — 2012
MBA
Hamilton College 1993 — 1997
1997, Neuroscience
Frank Shanahan, CLU®, ChFC®, CLTC's BB&T Scott & Stringfellow Experience June 2015 - Present
Job Product Representative Retirement Plans Unit at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow June 2015 - Present
Genworth Financial June 2013 - June 2015
Genworth Financial July 2010 - June 2013
Bank of America March 2009 - June 2010
Genworth Financial 2005 - 2009
The Hartford 2001 - 2005
National Life Group 2000 - 2001
MetLife 1996 - 2000
Skills
Fixed Annuities, Life Insurance, Estate Planning, Universal Life, Long-term Care, Term Life Insurance, Retirement, Financial Services, Indexed Annuities, Indexed Universal Life..., Single Premium..., Linked Benefits, Sales, Insurance, Retirement Planning
Education
Texas Christian University
MS, Industrial Organizational Psychology
University of Richmond
BA, Psychology
BB&T Scott & Stringfellow June 2015 - Present
Genworth Financial June 2013 - June 2015
Genworth Financial July 2010 - June 2013
Bank of America March 2009 - June 2010
Genworth Financial 2005 - 2009
The Hartford 2001 - 2005
National Life Group 2000 - 2001
MetLife 1996 - 2000
Skills
Fixed Annuities, Life Insurance, Estate Planning, Universal Life, Long-term Care, Term Life Insurance, Retirement, Financial Services, Indexed Annuities, Indexed Universal Life..., Single Premium..., Linked Benefits, Sales, Insurance, Retirement Planning
Education
Texas Christian University
MS, Industrial Organizational Psychology
University of Richmond
BA, Psychology
Darius Vesuna's BB&T Scott & Stringfellow Experience June 2006 - Present
Job Investment Advisor, BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow June 2006 - Present
Skills
Series 7, Series 66, Series 9 & 10, Wealth Management, Retirement Planning, Strategic Planning, Securities, Investment Advisory, Mutual Funds, Fixed Income, Investments, Financial Analysis, Finance, Customer Service, Marketing, Management, Strategy, Public Speaking, Small Business, Team Leadership, Leadership
Education
Georgetown University - The McDonough School of Business 1987 — 1991
BB&T Scott & Stringfellow June 2006 - Present
Skills
Series 7, Series 66, Series 9 & 10, Wealth Management, Retirement Planning, Strategic Planning, Securities, Investment Advisory, Mutual Funds, Fixed Income, Investments, Financial Analysis, Finance, Customer Service, Marketing, Management, Strategy, Public Speaking, Small Business, Team Leadership, Leadership
Education
Georgetown University - The McDonough School of Business 1987 — 1991
Shaun Marvell's BB&T Scott & Stringfellow Experience October 2013 - December 2014
Job Client Service Associate
Industry Financial Services
Experience
HMC Partners February 2015 - September 2015
BB&T Scott & Stringfellow October 2013 - December 2014
Merrill Lynch Wealth Management Group September 2007 - September 2013
New Horizons Computer Learning Center of Michigan October 1999 - July 2006
Skills
Instructor-led Training, Coaching, Instructional Design, Training, E-Learning, Organizational..., Leadership Development, Team Leadership, Resume Writing, Strategic Planning, Customer Service, Public Speaking, Staff Development, Career Counseling, Adult Education, Team Building, Microsoft Office, Windows, Mentoring, Microsoft Word, Higher Education, Series 7, Series 63, Options Strategies, Leadership, Wealth Management, Retirement Planning, Investment Strategies, Training Delivery, Retirement, Risk Management, Equities, Financial Analysis, Strategic Financial..., Social Networking
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (BBA), Risk Management
HMC Partners February 2015 - September 2015
BB&T Scott & Stringfellow October 2013 - December 2014
Merrill Lynch Wealth Management Group September 2007 - September 2013
New Horizons Computer Learning Center of Michigan October 1999 - July 2006
Skills
Instructor-led Training, Coaching, Instructional Design, Training, E-Learning, Organizational..., Leadership Development, Team Leadership, Resume Writing, Strategic Planning, Customer Service, Public Speaking, Staff Development, Career Counseling, Adult Education, Team Building, Microsoft Office, Windows, Mentoring, Microsoft Word, Higher Education, Series 7, Series 63, Options Strategies, Leadership, Wealth Management, Retirement Planning, Investment Strategies, Training Delivery, Retirement, Risk Management, Equities, Financial Analysis, Strategic Financial..., Social Networking
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (BBA), Risk Management
Dave Tomey's BB&T Scott & Stringfellow Experience 1995 - Present
Job Vice President at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow 1995 - Present
Legg Mason August 1988 - March 1995
Skills
Wealth Management, Portfolio Management, Investments, Series 7, Finance, Retirement Planning, Mutual Funds, Securities, Financial Services, Financial Analysis
Education
University of Colorado Boulder
BA
BB&T Scott & Stringfellow 1995 - Present
Legg Mason August 1988 - March 1995
Skills
Wealth Management, Portfolio Management, Investments, Series 7, Finance, Retirement Planning, Mutual Funds, Securities, Financial Services, Financial Analysis
Education
University of Colorado Boulder
BA
Hilary Kosloske's BB&T Scott & Stringfellow Experience October 1997 - Present
Job Senior Managing Director, BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow October 1997 - Present
Wang Laboratories January 1984 - September 1992
Burroughs Corporation June 1981 - April 1984
Skills
Financial Services, Series 7, Finance, Wealth Management, Mutual Funds, Asset Allocation, Fixed Annuities, Strategic Financial..., Risk Management, Leadership, Strategic Planning, Sales Management, Nonprofits, Fundraising, Public Speaking, Retirement Planning, Sales Operations, Organizational..., Stock Market
Education
University of Connecticut 1977 — 1981
BS, Education
South Windsor High School 1974 — 1977
BB&T Scott & Stringfellow October 1997 - Present
Wang Laboratories January 1984 - September 1992
Burroughs Corporation June 1981 - April 1984
Skills
Financial Services, Series 7, Finance, Wealth Management, Mutual Funds, Asset Allocation, Fixed Annuities, Strategic Financial..., Risk Management, Leadership, Strategic Planning, Sales Management, Nonprofits, Fundraising, Public Speaking, Retirement Planning, Sales Operations, Organizational..., Stock Market
Education
University of Connecticut 1977 — 1981
BS, Education
South Windsor High School 1974 — 1977
Drew Karr's BB&T Scott & Stringfellow Experience June 2009 - Present
Job Vice President at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow June 2009 - Present
Wachovia Securities, LLC May 2006 - June 2009
Skills
Investments, Financial Analysis, Series 7, Mutual Funds, Financial Modeling, Capital Markets, Portfolio Management, Fixed Income, Asset Management, Series 63, Credit Analysis, Risk Management, Financial Services, Wealth Management, Strategic Financial..., Valuation, Alternative Investments, Securities, Commercial Lending, Credit, Retirement Planning, Due Diligence, Equities, Loans
Education
Penn State University 2002 — 2006
Bachelor of Science, Accounting
BB&T Scott & Stringfellow June 2009 - Present
Wachovia Securities, LLC May 2006 - June 2009
Skills
Investments, Financial Analysis, Series 7, Mutual Funds, Financial Modeling, Capital Markets, Portfolio Management, Fixed Income, Asset Management, Series 63, Credit Analysis, Risk Management, Financial Services, Wealth Management, Strategic Financial..., Valuation, Alternative Investments, Securities, Commercial Lending, Credit, Retirement Planning, Due Diligence, Equities, Loans
Education
Penn State University 2002 — 2006
Bachelor of Science, Accounting
Rodney Lineberry's BB&T Scott & Stringfellow Experience 2012 - September 2015
Job Complex Manager at Raymond James
Industry Financial Services
Experience
Raymond James & Associates September 2015 - Present
BB&T Scott & Stringfellow 2012 - September 2015
Morgan Stanley Smith Barney 2002 - 2012
Morgan Stanley Smith Barney 1997 - 2002
Morgan Stanley Smith Barney 1992 - 1997
Skills
Financial Services, Series 7, Wealth Management, Investments, Mutual Funds, Series 63, Series 65, Securities, FINRA, Asset Allocation, Investment Advisory, Sales Management, Finance, Financial Advisory, Management, Leadership, Recruiting, Branch Management, Coaching, Business Development, Financial Analysis, Series 24, Retirement Planning, Prospect Qualification, Recruitment/Retention, Net New Asset Growth, Top Line Growth, Bottom Line Growth, Mentoring, Series 9, Series 10
Education
University of North Carolina at Charlotte - Belk College of Business
BS
Raymond James & Associates September 2015 - Present
BB&T Scott & Stringfellow 2012 - September 2015
Morgan Stanley Smith Barney 2002 - 2012
Morgan Stanley Smith Barney 1997 - 2002
Morgan Stanley Smith Barney 1992 - 1997
Skills
Financial Services, Series 7, Wealth Management, Investments, Mutual Funds, Series 63, Series 65, Securities, FINRA, Asset Allocation, Investment Advisory, Sales Management, Finance, Financial Advisory, Management, Leadership, Recruiting, Branch Management, Coaching, Business Development, Financial Analysis, Series 24, Retirement Planning, Prospect Qualification, Recruitment/Retention, Net New Asset Growth, Top Line Growth, Bottom Line Growth, Mentoring, Series 9, Series 10
Education
University of North Carolina at Charlotte - Belk College of Business
BS
Travis Lethco's BB&T Scott & Stringfellow Experience May 2012 - Present
Job Financial Advisor at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow May 2012 - Present
Merrill Lynch January 2012 - May 2012
Forsyth Country Club April 2007 - December 2011
Skills
Risk Management, Wealth Accumulation..., Wealth Preservation..., Fixed Income Portfolio..., Series 7, Series 63, Series 65, Portfolio Management, 401k Rollovers, Separately Managed..., Investment Strategies, 529 Plans, Wealth Management, Retirement Planning, High Net Worth..., Life Insurance, 401k, Asset Allocation
Education
Greensboro College
Business Administration and Economics
BB&T Scott & Stringfellow May 2012 - Present
Merrill Lynch January 2012 - May 2012
Forsyth Country Club April 2007 - December 2011
Skills
Risk Management, Wealth Accumulation..., Wealth Preservation..., Fixed Income Portfolio..., Series 7, Series 63, Series 65, Portfolio Management, 401k Rollovers, Separately Managed..., Investment Strategies, 529 Plans, Wealth Management, Retirement Planning, High Net Worth..., Life Insurance, 401k, Asset Allocation
Education
Greensboro College
Business Administration and Economics
Thomas C. Teagle, AAMS®'s BB&T Scott & Stringfellow Experience 1997 - 2014
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2014 - Present
BB&T Scott & Stringfellow 1997 - 2014
Skills
Investments, Asset Allocation, Mutual Funds, Securities, Investment Strategies
Education
East Carolina University 1988 — 1992
Bachelor's Degree
Wells Fargo Advisors, LLC June 2014 - Present
BB&T Scott & Stringfellow 1997 - 2014
Skills
Investments, Asset Allocation, Mutual Funds, Securities, Investment Strategies
Education
East Carolina University 1988 — 1992
Bachelor's Degree
Christine Lovell's BB&T Scott & Stringfellow Experience September 1996 - January 2014
Job Control Specialist @ Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2014 - Present
BB&T Scott & Stringfellow September 1996 - January 2014
Education
Mary Washington College 1988 — 1992
Bachelor of Science
Meadowbrook High School 1984 — 1988
Wells Fargo Advisors, LLC January 2014 - Present
BB&T Scott & Stringfellow September 1996 - January 2014
Education
Mary Washington College 1988 — 1992
Bachelor of Science
Meadowbrook High School 1984 — 1988
Will Selden's BB&T Scott & Stringfellow Experience November 1999 - November 2006
Job Business Analyst at BB&T Scott & Stringfellow
Industry Financial Services
Jenny Croxton's BB&T Scott & Stringfellow Experience
Job PCG Onboarding Specialist BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow
Skills
Series 7, Retirement Planning, Securities, Wealth Management, Investments, Series 63, Mutual Funds, Investment Advisory, Portfolio Management, Asset Allocation, Financial Services, Financial Planning, Customer Service, Financial Analysis, Banking, Asset Management, Insurance, Management, Risk Management, Microsoft Office
Education
Longwood University 2001 — 2005
Bachelor's degree, Business Administration and Management, General
BB&T Scott & Stringfellow
Skills
Series 7, Retirement Planning, Securities, Wealth Management, Investments, Series 63, Mutual Funds, Investment Advisory, Portfolio Management, Asset Allocation, Financial Services, Financial Planning, Customer Service, Financial Analysis, Banking, Asset Management, Insurance, Management, Risk Management, Microsoft Office
Education
Longwood University 2001 — 2005
Bachelor's degree, Business Administration and Management, General
Bob Stroup's BB&T Scott & Stringfellow Experience October 1992 - Present
Job Assistant Vice President at BB&T Scott & Stringfellow
Industry
Experience
BB&T Scott & Stringfellow October 1992 - Present
Education
Central Piedmont Community College 1968 — 1970
BB&T Scott & Stringfellow October 1992 - Present
Education
Central Piedmont Community College 1968 — 1970
George Lupton III's BB&T Scott & Stringfellow Experience March 2011 - Present
Job SVP at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow March 2011 - Present
UBS February 2005 - March 2011
Education
East Carolina University - College of Business 1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance, General
BB&T Scott & Stringfellow March 2011 - Present
UBS February 2005 - March 2011
Education
East Carolina University - College of Business 1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance, General
Amy Schirmer's BB&T Scott & Stringfellow Experience June 2009 - Present
Job Financial Advisor at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow June 2009 - Present
Education
Transylvania University
Bachelor of Arts (B.A.), Business
University of Kentucky College of Law
Doctor of Law (JD)
BB&T Scott & Stringfellow June 2009 - Present
Education
Transylvania University
Bachelor of Arts (B.A.), Business
University of Kentucky College of Law
Doctor of Law (JD)
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial