BB&T - Wealth Management

Description

Address: 158 N Harbor City Blvd, Melbourne, FL 32935 Phone: (321) 775-6379Website: Hours: : Category: : : Place name: : : : Website: https://www.bbt.com/wealth/start.page Category: Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of BB&T Wealth Management Posting publicly on the Web Write a review Reviews Be the first to review

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BB&T - Wealth Management Employees

Employee
Years
Job
Industry
L. Robert Clark, CFA, CFP® L. Robert Clark, CFA, CFP® Chattanooga, Tennessee Area Details
L. Robert Clark, CFA, CFP®'s BB&T - Wealth Management Experience May 2008 - October 2010
Job VP, Portfolio Manager at FSG Bank
Industry Investment Management
Experience
FSGBank, NA  November 2012 - Present
Kenco Logistics Services  May 2012 - November 2012
SecureWaters, Inc.   October 2010 - May 2012
BB&T Wealth Management  May 2008 - October 2010
SunTrust Bank  June 2006 - April 2008
Regions Financial Corporation (formerly AmSouth Bank)   August 2004 - June 2006
McCallie School  March 2003 - July 2004
Oberlin Capital/Gardiner Capital   May 2001 - February 2003
Wells Fargo (formerly Wachovia Bank)   April 1999 - April 2001
Wells Fargo (formerly Wachovia Bank)   August 1997 - April 1999

Skills
Finance, Mergers & Acquisitions, Private Equity, Sales, Strategic Planning, Financial Modeling, Financial Analysis, Strategic Financial..., Due Diligence, Investments, Portfolio Management, Wealth Management, Alternative Investments, Equities, Start-ups, Fixed Income, Venture Capital, Business Development, Financial Services, Series 7, Business Planning, Retirement Planning, Investment Strategies, Securities, Financial Planning

Education
Wake Forest University - Babcock Graduate School of Management   1993 — 1995
Master of Business Administration (MBA), Integrated management curriculum with focus on Finance

United States Naval Academy   1981 — 1985
BS, Mechanical Engineering

Howard Schwartz Howard Schwartz Baltimore, Maryland Area Details
Howard Schwartz's BB&T - Wealth Management Experience May 2008 - April 2010
Job Senior Vice President, US Trust
Industry Investment Management
Experience
US Trust  April 2010 - Present
BB&T Wealth Management  May 2008 - April 2010
Goldman Sachs  May 2007 - April 2008
Mercantile Wealth Management (Now PNC)   April 1999 - May 2007
Brown Advisory  January 1995 - May 1999
Security Trust Company (Now Bank of America)   September 1990 - January 1995

Skills
Asset Allocation, Asset Management, Finance, High Net Worth..., Investment Management, Investments, Portfolio Management, Wealth, Wealth Management, Wealth Management..., Equities, Fixed Income, Mutual Funds

Education
Loyola University Maryland   1993 — 1995
MBA, Finance

University of Maryland College Park   1984 — 1989
BA, Economics, Finance

George Washington High School   1980 — 1984

Adam Deal Adam Deal Washington, District Of Columbia Details
Adam Deal's BB&T - Wealth Management Experience August 2008 - April 2010
Job Vice President, Wealth Advisor at BB&T
Industry Financial Services
Experience
BB&T  April 2010 - Present
BB&T Wealth Management  August 2008 - April 2010
BB&T Wealth Management  December 2007 - August 2008

Skills
Wealth Management, Strategic Financial..., Retirement Planning, Portfolio Management, Series 7, Investments, Asset Allocation, Estate Planning, Banking, Investment Advisory, Credit, Asset Management, Wealth Management..., Series 63, Securities

Education
Campbell University   2006 — 2007
Master of Business Administration (M.B.A.), Finance, General

Campbell University   2002 — 2006
Bachelor of Arts (B.A.), Trust and Investment Management

Cliff Aiken Cliff Aiken Sarasota, Florida Area Details
Cliff Aiken's BB&T - Wealth Management Experience May 2006 - May 2012
Job Director of Specialized Lending at Capital Solution Services
Industry Financial Services
Experience
Capital Solution Services   September 2014 - Present
Kinetic Management Group   September 2014 - Present
SunTrust Bank  August 2012 - September 2014
BB&T Wealth Management  May 2006 - May 2012
Single Family Residence, LLC   January 2003 - January 2005
Third Security, LLC  January 2001 - January 2003
American Express Financial Advisors  1994 - 1998

Skills
Wealth Management, Investments, Portfolio Management, Banking, Loans, Finance, Financial Services, Private Banking, Commercial Lending, Small Business Lending, Credit, Risk Management, Consumer Lending, Wealth Management..., Strategic Financial..., High Net Worth..., Mortgage Lending, Commercial Banking, Credit Analysis, Series 7, Series 63, Series 24, Creative Real Estate..., Financial Planning

Education
East Tennessee State University   1991 — 1994
BBA, Finance

Haslam College of Business at the University of Tennessee   1987 — 1989
Finance

Christian Brothers High School   1982 — 1986

Tom Newman CPA / PFS Tom Newman CPA / PFS Raleigh-Durham, North Carolina Area Details
Tom Newman CPA / PFS's BB&T - Wealth Management Experience November 2010 - Present
Job at BB&T Wealth Management
Industry Financial Services
Experience
BB&T Wealth Management  November 2010 - Present
Thomas D. Newman, CPA PLLC   April 2009 - December 2010
Wachovia  June 2003 - October 2008
Wachovia  January 1998 - October 2008
Wachovia  1998 - October 2008
Wachovia  May 1992 - December 1997
KPMG  1988 - 1992

Skills
Financial Planning, Tax, High Net Worth..., Succession Planning, Estate Planning, Financial Planners, Leadership, Retirement Planning, Wealth Management, Analysis, CPA, Finance, Financial Analysis, Financial Services, Income Tax, Investment Management, Investments, Management, Mergers, Personal Finance, Portfolio Management, Retirement, Strategic Financial..., Trusts, Wealth

Education
University of Virginia   1986 — 1988
Master of Science in Accountancy, Accounting, Corporate and Individual Tax

Indiana University Bloomington   1983 — 1985
Master of Music, Piano Performance

Manhattan School of Music   1980 — 1983
Bachelor of Music, Piano Performance

Elizabeth Brown, CFP® Elizabeth Brown, CFP® Tampa/St. Petersburg, Florida Area Details
Elizabeth Brown, CFP®'s BB&T - Wealth Management Experience October 2007 - July 2010
Job Securities Based Lending Banker at Raymond James Bank
Industry Investment Management
Experience
Raymond James Bank  April 2015 - Present
Transamerica Retirement Solutions  April 2012 - April 2015
Merrill Lynch  July 2010 - January 2013
Lighthouse of Pinellas  October 2012 - October 2012
UPARC Foundation   October 2007 - October 2012
BB&T Wealth Management  October 2007 - July 2010
BOD of The Arts Center   2007 - 2009
Wachovia Wealth Management  November 2006 - October 2007
Bank of America  August 1981 - October 2006
Barnett bank of PINELLAS   1978 - 1981

Skills
Wealth Management, Series 7, Estate Planning, Retirement Planning, Portfolio Management, Commercial Lending, Investments, Strategic Financial..., Wealth Management..., Investment Advisory, Loans, Banking, High Net Worth..., Wealth, Retirement

Education
Florida Southern College   1979 — 1981
BS, Finance / Psychology

Bryan Koepp Bryan Koepp Greater Atlanta Area Details
Bryan Koepp's BB&T - Wealth Management Experience January 2011 - June 2012
Job Senior Vice President/Regional Wealth Strategist Private Wealth Management at Regions Bank
Industry Financial Services
Experience
Regions Bank  August 2015 - Present
PNC Wealth Management  October 2012 - Present
PNC Wealth Management  March 2014 - August 2015
PNC Wealth Management  July 2012 - August 2015
BB&T Wealth Management  January 2011 - June 2012
BB&T  2011 - 2012
BB&T  March 2008 - December 2010
AXA Equitable  2000 - 2007
College of Wooster  1995 - 1996

Skills
Wealth Management, Estate Planning, Strategic Financial..., High Net Worth..., Wealth Management..., Retirement Planning, Asset Allocation, Investments, Wealth, Small Business Lending, Investment Advisory, Investment Strategies

Education
The Ohio State University Moritz College of Law   1997 — 2000
Doctor of Law (J.D.)

The College of Wooster   1992 — 1996
B.A. with Honors, Political Science (Major), History (Minor), Communications (Minor)

Jonathan Foltz Jonathan Foltz Winchester, Virginia Details
Jonathan Foltz's BB&T - Wealth Management Experience 1998 - 2010
Job Office Manager & Investment Officer at Swift Run Capital Management
Industry Investment Management
Experience
Swift Run Capital Management   January 2014 - Present
VNBTrust   September 2010 - December 2013
BB&T Wealth Management  1998 - 2010

Education
Radford University - College of Business and Economics   1996 — 1998
Bachelors of Business Administration, Finance

David Vermeulen David Vermeulen Raleigh-Durham, North Carolina Area Details
David Vermeulen's BB&T - Wealth Management Experience August 2000 - Present
Job Wealth Management Advisor, Senior Vice President, CPA, CTFA, CSEP at BBT Wealth Management
Industry Investment Management
Experience
BBT Wealth Management  August 2000 - Present
BB&T  January 1996 - August 2000
Bank of America  January 1992 - January 1996
Dixon Hughes Goodman LLP  January 1988 - January 1992

Skills
Wealth Management, Investments, Investment Advisory, High Net Worth..., Asset Allocation, Wealth Management..., Estate Planning, Retirement Planning, Strategic Financial..., Asset Managment, Investment Strategies, Investment Management, Series 7, Wealth, Series 65, Trust Services, Retirement, Securities, Financial Advisory, Alternative Investments, Financial Planners, Private Banking, Series 63, Asset Management, Uniform Combined State...

Education
Appalachian State University   1983 — 1998
BSBA in Accounting, Accounting major, mathematics minor

Laurence Hulbert Laurence Hulbert Naples, Florida Area Details
Laurence Hulbert's BB&T - Wealth Management Experience April 2011 - Present
Job Senior Vice President & Regional Portfolio Manager at BBT Wealth Management
Industry Investment Management
Experience
BBT Wealth Management  April 2011 - Present
M&I Wealth Management  1994 - 2011

Skills
Asset Management, Investments, Portfolio Management, Equities, Wealth Management, Asset Allocation, Asset Managment, Investment Management, Investment Strategies, Investment Advisory, Wealth Management..., Alternative Investments

Education
University of Kentucky   1968 — 1972
BA, History/ Politcal Science

Sean Ruehl,CFP® Sean Ruehl,CFP® Raleigh-Durham, North Carolina Area Details
Sean Ruehl,CFP®'s BB&T - Wealth Management Experience May 2001 - December 2005
Job President, RJ20
Industry Financial Services
Experience
RJ20   January 2009 - Present
Wachovia Securities ISG   December 2007 - January 2009
BB&T Investment Services, Inc.   January 2006 - December 2007
BB&T Wealth Management  May 2001 - December 2005
First Union Wealth Management   January 2001 - May 2001
First Union Personal Trust   January 1998 - December 2000
First Union  March 1995 - December 1997

Skills
Investment Advisory, Financial Planning, Certified Financial..., Health Insurance, ERISA, 401k, Mutual Funds, Financial Advisory, Investments, Retirement, Retirement Planning, Gap Analysis, Employee Benefits, Finance, Investment Strategies, Pensions, Strategic Financial..., Financial Services, Asset Allocation, Estate Planning, Loans, Mergers, Training, Wealth Management

Education
College For Financial Planning   1997 — 2000

Cannon Trust School   1995 — 1996
Trust & Estate Planning

University at Buffalo   1990 — 1993
BA, English, Business

St. Joseph's Collegiate Institute   1984 — 1989
High School

Allison Masquelier Allison Masquelier Greenville, South Carolina Details
Allison Masquelier's BB&T - Wealth Management Experience April 2005 - July 2008
Job Area Director at N2 Publishing, Editor of Beautiful Mountain Living
Industry Marketing and Advertising
Experience
N2 Publishing  August 2014 - Present
Transformation Church  December 2012 - July 2014
BB&T Insurance Services Inc.   July 2008 - December 2012
BB&T Wealth Management  April 2005 - July 2008
BB&T  July 2003 - April 2005

Skills
Customer-focused Service, Leadership Development, Marketing Strategy, Leadership, Marketing, New Business Development, Small Business, Sales, Strategic Planning, Public Speaking, Team Building, Account Management, Event Planning

Education
University of South Carolina-Columbia   2002 — 2003
Bachelor of Arts, English

Belmont University   2000 — 2001

Brian Burton Brian Burton Lexington, Kentucky Details
Brian Burton's BB&T - Wealth Management Experience October 2004 - August 2011
Job Director of Portfolio Strategy / Financial Advocate at Ballast, Inc.
Industry Financial Services
Experience
Ballast, Inc.   April 2015 - Present
PNC Wealth Management  August 2011 - April 2015
BB&T Wealth Management  October 2004 - August 2011

Skills
Wealth Management, Asset Allocation, Retirement Planning, Investment Advisory, Investment Strategies, High Net Worth..., Wealth Management..., Mutual Funds, Estate Planning, Investments, Investment Management, Portfolio Management, Strategic Financial..., Wealth, Asset Management, Securities, Loans, Alternative Investments, Financial Planning, Series 63, Mortgage Lending, Credit, Banking

Education
Georgetown College   1999 — 2004
Bachelor's degree, Finance

Noreen Huebner Noreen Huebner Orlando, Florida Area Details
Noreen Huebner's BB&T - Wealth Management Experience April 2011 - Present
Job Personal Trust Specialist at BB&T Wealth
Industry Financial Services
Experience
BB&T Wealth  May 2015 - Present
BB&T Wealth Management  April 2011 - Present
Wells Fargo  2006 - 2010
Wachovia Bank  2000 - 2006
First Union National Bank  1996 - 2000

Skills
Wealth Management, Investment Management, Financial Services, Portfolio Management, Wealth Management..., Retirement Planning, Banking, Estate Planning, Asset Managment, Retirement, Relationship Management, Wealth, Private Banking, Trust Services, Retail Banking, Alternative Investments, Consumer Lending, High Net Worth..., Financial Advisory, Trusts, Mortgage Lending, Commercial Lending, Asset Management, Equities, Small Business, Financial Analysis, Cross Selling, Fixed Income, Succession Planning, Mutual Funds, Non-profits, Credit Analysis

Education
Northwestern University   2004 — 2006
CTFA, Certified Trust and Financial Advisor

Valencia Community College   1998 — 2002
AS, Computer Programming and Analysis

Winter Haven High School   1974 — 1978
Diploma, General Studies

Catherine B. Hovis Catherine B. Hovis Tampa/St. Petersburg, Florida Area Details
Catherine B. Hovis's BB&T - Wealth Management Experience October 2000 - Present
Job Regional Director at BB&T Wealth
Industry Financial Services
Experience
BB&T Wealth  August 2014 - Present
BB&T  January 2012 - Present
BB&T Wealth Management  October 2000 - Present

Skills
Loans, Wealth Management, Series 7, Portfolio Management, Strategic Financial..., Investments, Retirement Planning, Banking, Commercial Lending, Credit, Mortgage Lending, Insurance, Wealth Management..., Estate Planning, Consumer Lending, Commercial Banking, Investment Advisory, Wealth, Credit Analysis, Series 63, Private Banking, Asset Allocation, Asset Management, Financial Services, Securities, Certified Financial..., Financial Advisory, Retirement, Retail Banking, Investment Strategies, Relationship Management, Investment Management

Education
Robert Morris University   1975 — 1976

Duke University - The Fuqua School of Business/CFP study program

Anthony Mahfood Anthony Mahfood Greenville, South Carolina Area Details
Anthony Mahfood's BB&T - Wealth Management Experience January 2004 - February 2013
Job Parallel Financial Partners, LLC
Industry Investment Management
Experience
Parallel Financial Partners   February 2013 - Present
BBT Wealth Management  January 2004 - February 2013
Capital Planners, Inc   1998 - 2001
Pittsburgh Pirates  1995 - 1995

Skills
Portfolio Management, Investments, Strategic Financial..., Wealth Management, Asset Management, Retirement Planning, Asset Allocation, Alternative Investments, Banking, Asset Managment, Insurance, Equities, Financial Modeling, Risk Management, Estate Planning, CRM, Financial Advisory, Wealth

Education
University of Tennessee-Knoxville   2001 — 2002
MBA, Finance and Operations

John Carroll University   1993 — 1997
BA, Communications and Business

Harriet Foster Harriet Foster Washington D.C. Metro Area Details
Harriet Foster's BB&T - Wealth Management Experience November 2010 - Present
Job Vice President at BB&T Wealth Management
Industry Investment Management
Experience
BB&T Wealth Management  November 2010 - Present
M&T Investment Group  January 2006 - November 2010
Farr, Miller & Washington   April 2001 - February 2003
ASB Capital Management  1982 - 2001

Education
Ohio Wesleyan University
BA

Jonathan J. Crawford Jonathan J. Crawford Birmingham, Alabama Area Details
Jonathan J. Crawford's BB&T - Wealth Management Experience January 2006 - March 2010
Job Senior Vice President, Regional Director for BB&T Wealth Advisors
Industry Financial Services
Experience
BB&T Wealth  March 2010 - Present
BB&T Wealth Management  January 2006 - March 2010
Colonial BancGroup  July 1998 - January 2006

Skills
Wealth, Wealth Management, Investments, Series 7, Credit, Loans, Series 63, Financial Services, Retirement Planning, Portfolio Management

Education
Auburn University
International Business, Finance

Elizabeth Keightley Elizabeth Keightley Charleston, West Virginia Area Details
Elizabeth Keightley's BB&T - Wealth Management Experience August 2004 - Present
Job Wealth Management Advisor at BB&T Wealth Management
Industry Banking
Experience
BB&T Wealth Management  August 2004 - Present
Wachovia Securities  2000 - 2003

Education
Tulane University
B.A., Poitical Science, Art History

Theresa Hoyt Theresa Hoyt Washington D.C. Metro Area Details
Theresa Hoyt's BB&T - Wealth Management Experience 2005 - 2009
Job Vice President at Burke & Herbert Bank
Industry Financial Services
Experience
Burke & Herbert Bank  March 2013 - Present
Burke & Herbert Bank & Trust   February 2011 - March 2013
American Diabetes Association  August 2010 - February 2011
Maloney & Yurachek P.C.   May 2009 - December 2010
BB&T Wealth Management  2005 - 2009
SunTrust Bank  1999 - 2005
Mellon Bank  1996 - 1999
State Street Bank  1993 - 1996

Education
Suffolk University   1989 — 1993
BSBA, Accounting

Santford Garner Santford Garner Greensboro/Winston-Salem, North Carolina Area Details
Santford Garner's BB&T - Wealth Management Experience February 2002 - March 2008
Job Vice President Financial Advisor at BB&T Scott & Stringfellow
Industry Financial Services
Experience
First Citizens Bank  March 2008 - December 2012
BB&T - Wealth Management   February 2002 - March 2008

Education
University of North Carolina at Charlotte   1988 — 1992
BA, Political Science, Criminal Justice

Elisabeth Baldwin Elisabeth Baldwin Gainesville, Georgia Details
Elisabeth Baldwin's BB&T - Wealth Management Experience August 2009 - July 2012
Job Financial Consultant at Regions Invesment Solutions
Industry Financial Services
Experience
Regions Invesment Solutions   May 2014 - Present
Raymond James  July 2012 - May 2014
BB&T Wealth Management  August 2009 - July 2012
Wachovia Securities  January 1994 - July 2009
Wachovia Bank  June 1991 - December 1993

Skills
Wealth Management, Financial Planning, Asset Management, High Net Worth..., Series 7, Investments, Series 65, Retirement Planning, Wealth Management..., Investment Advisory, Asset Allocation, Estate Planning, Investment Management, Uniform Combined State..., Series 63, Investment Strategies, Public Speaking, Term Life Insurance, Financial Advisory, Retirement, Long-term Care, Strategic Financial..., Securities, Financial Planners, Financial Services, Fixed Annuities, Life Insurance, 401k, Finance, Long Term Care Insurance, Banking, Risk Management, IRAs, Mutual Funds, 401k Rollovers, Series 6, Variable Annuities

Education
Furman University   1987 — 1991
BA, English

Jeremy Beakes, CTFA Jeremy Beakes, CTFA Wilmington, North Carolina Area Details
Jeremy Beakes, CTFA's BB&T - Wealth Management Experience June 2000 - Present
Job Vice President, Wealth Management Advisor at BB&T Wealth Management
Industry Financial Services
Experience
BB&T Wealth Management  June 2000 - Present
BB&T  June 2000 - June 2004

Skills
Trust Management, Banking, Estate Planning, Wealth Management, Risk Management, Retirement Planning, Commercial Lending, Strategic Financial..., Investments, 401k, Investment Advisory, Series 63, Investment Management, Wealth, Financial Advisory, Credit Analysis, Asset Allocation, Private Banking, Wealth Management..., High Net Worth..., Finance, Series 7, Series 65, Trust Services, Retirement, Securities, Portfolio Management, Investment Strategies, Asset Management, Loans, IRAs, Credit

Education
Campbell University   1999 — 2000
MBA, Management

Campbell University   1995 — 2000
BBA, Trust & Investment Management

Chris Poor Chris Poor Raleigh-Durham, North Carolina Area Details
Chris Poor's BB&T - Wealth Management Experience September 2013 - Present
Job Wealth Management Associate
Industry Financial Services
Experience
BB&T Wealth Management  September 2013 - Present
BB&T  June 2011 - 2013

Skills
Banking, Loans, Customer Service, Insurance, Microsoft Office, Sales, Credit, Financial Analysis, Merchant Services, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Word, Credit Analysis, Consumer Lending, Commercial Banking, Family Trusts, Salesforce.com

Education
University of Alabama   2006 — 2010

Needham B. Broughton High School   2002 — 2006