BB&T - Wealth Management
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
BB&T - Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at BB&T - Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
BB&T - Wealth Management Salaries. You can even request information on how much does BB&T - Wealth Management pay if you want to. Learn about salaries, pros and cons of working for BB&T - Wealth Management directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
25 BB&T - Wealth Management employees in database. Find out everything there's to know about BB&T - Wealth Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
BB&T - Wealth Management Employees
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
BB&T Wealth Management August 2004 - Present
Wachovia Securities 2000 - 2003
Education
Tulane University
B.A., Poitical Science, Art History
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
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
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
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
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