BB&T Investment Services, Inc.
Address: 200 S College St #8, Charlotte, NC 28202 Hours: Open ⋅ Closes 6PM Wednesday8AM–6PMThursday8AM–6PMFriday8AM–6PMSaturdayClosedSundayClosedMonday8AM–6PMTuesday8AM–6PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (704) 954-1150Website: Place name: Category: : : : : : : Website: http://www.bbt.com/bbtdotcom/investing/investment-services/default.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? Questions & answers Ask a question See all questions (1) Popular times Wednesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 1 PM: Usually as busy as it gets6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aPlan your visitClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on FridaysPeople typically spend 10-45 min here Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of BB&T Investment Services Inc Posting publicly on the Web Write a review Reviews 2 Google reviews
BB&T Investment Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at BB&T Investment Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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BB&T Investment Services, Inc. Employees
East Carolina University August 2013 - Present
Nationwide Financial April 2013 - Present
BB&T Investment Services, Inc. January 2010 - April 2013
Aegon - Monumental Life Insurance Company 2007 - 2009
Merrill Lynch 2006 - 2007
East Carolina University 2004 - 2006
Skills
Investments, Fixed Annuities, Bonds, Uniform Combined State..., Wealth, Managing Accounts, Series 7, Retirement Planning, Portfolio Management, Strategic Financial..., Wealth Management, Asset Managment, Financial Analysis, Investment Strategies, Credit, Mutual Funds, Insurance, Securities, Mortgage Lending, Banking, Risk Management, Finance, Life Insurance, Small Business Lending, Commercial Lending, Financial Services, Financial Advisory, Investment Advisory, Commercial Banking, Budgets, Disability Insurance, Asset Management
Education
East Carolina University - College of Business 2004 — 2006
Master of Business Administration (MBA), Finance and Financial Management Services
James Madison University 1996 — 2001
Bachelor of Arts (B.A.), Music Education
BB&T Investment Services, Inc. 2010 - Present
Ameriprise Financial 2007 - 2010
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 1997 - 2007
Skills
Investment Strategies, Wealth Management, Series 7, Retirement Planning, Finance, Investments, Financial Services, Mutual Funds, Series 63, Financial Planning, Risk Management
Education
University of North Carolina at Chapel Hill
Economics, Finance
MetLife Auto & Home September 2014 - Present
Western & Southern Financial Group April 2008 - September 2010
Capital Wealth Management March 2007 - February 2008
Sun Life Financial of Canada May 2005 - October 2006
Jefferson Pilot Financial May 2004 - May 2005
Nationwide Financial April 2001 - April 2004
Huntington Investment Company April 1999 - March 2001
BB&T Investment Services, Inc. August 1996 - April 1999
The Laughlin Group October 1992 - July 1996
Marketing One, Inc. 1985 - 1992
Skills
Sales Management, Territory Management, Recruiting, Talent Identification, Sales, Fixed Annuities, Variable Annuities, Income Annuities, Life Insurance, Sales Presentations, Product Presentations, Board Presentations, Wealth Management, FINRA Series 7, 63, 65, Investment Advisory..., Retirement Planning, Retirement Income, Series 7, Retirement, Insurance, Finance, Banking, Mutual Funds, Business Development, CRM, Series 63, Financial Services, 401k, Leadership, Relationship Management, Financial Advisory, Securities, Asset Allocation
Education
College for Financial Planning 2008 — 2008
CRPC, Retirement Planning
The American College 1980 — 1982
Chartered Life Underwriter, Insurance
Taylor University
Business Administration, Business Administration & Economics
BB&T Investment Services, Inc. June 2013 - Present
BB&T June 2010 - June 2013
BB&T June 2005 - August 2010
BB&T January 2005 - June 2005
Prudential-Laney Real Estate Company June 2003 - December 2004
Skills
Sales Presentations, Client Engagement, Banking Relationships, Financial Analysis, Customer Relations, Real Estate, Mentoring, Microsoft Office, Commercial Banking, Small Business Lending, Customer Service, Leadership, Management, Training, Sales, Loans
Education
University of North Carolina at Wilmington 1999 — 2003
B.S., Business Administration- FInance
BB&T Wealth October 2014 - Present
BB&T Investment Services, Inc. June 2013 - October 2014
MassMutual Financial Group 2012 - 2013
DICK'S Sporting Goods 2010 - 2012
Skills
Investments, Series 7, Finance, Pensions, Wealth Management, Series 65, Financial Services, Insurance, Business Planning, Estate Planning, Corporate Finance, Retirement Planning, Mutual Funds, Asset Allocation, Series 6, Series 63, Limited Partnerships, Variable Annuities, Financial Accounting
Education
College for Financial Planning 2014 — 2015
CFP Professional Education Program
The Citadel 2011 — 2013
Master of Business Administration (MBA)
University of South Carolina-Columbia 2006 — 2010
B.S.
BB&T March 2000 - Present
BB&T Investment Services, Inc. 2000 - Present
Walmart July 1990 - March 2000
Skills
Customer-focused, Customer Driven, Management, Training, Associate Development, Supervisory Management, Support Management, Call Centers, Time Management, Mutual Funds, Customer Service, Portfolio Management, Human Resources, Sales, Investments, Banking, Risk Management, Financial Analysis, Business Analysis, Leadership, Insurance
Education
Central Piedmont Community College 1974 — 1974
Harding High School 1972 — 1974
High School Diploma
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
SunTrust Investment Services, Inc. July 2014 - Present
BB&T Investment Services, Inc. July 2012 - July 2014
Ameriprise Financial August 2011 - June 2012
Intermarkets April 2008 - January 2011
The Leadership Institute June 2006 - February 2008
United States Air Force November 1999 - January 2006
Skills
Retirement Planning, Investments, Portfolio Review, Estate Strategies, Financial Advice, Financial Planning, Investment Management, Risk Management, Wealth Management, Asset Allocation, Financial Analysis, Investment Advisory, Retirement Solutions, Wealth Planning, Asset Management, Retirement Income...
Education
University of Maryland University College 2003 — 2005
BS
College for Financial Planning
BB&T Investment Services, Inc. June 2009 - Present
Edward Jones January 2004 - June 2009
Georgia-Pacific LLC May 1996 - July 2003
Skills
401k Rollovers, Trusts, Unit Investment Trusts, Income Tax, Separately Managed...
Education
Clemson University 1992 — 1996
Management, Operations Management and Supervision
Appalachian State University 1991 — 1992
BB&T Investment Services, Inc. March 1996 - Present
Skills
Management, Leadership, Finance, Financial Analysis, Risk Management, Business Analysis, Project Management, Process Improvement, Customer Service
Education
Penn State University 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of North Carolina at Charlotte 1988 — 1993
Bachelor's degree, Finance, General
BB&T Investment Services, Inc. November 2006 - Present
BB&T Investment Services, Inc. 2006 - Present
Pepe & Hazard LLP January 2005 - November 2006
Discala, DIscala & Papscy ,LLC January 2005 - January 2006
Education
George Mason University 1999 — 2004
Bachelors, Government International Politics
George Mason University
Old Dominion Asset Management, Inc. April 2014 - Present
Tax & Business Solutions March 2011 - March 2014
Lincoln Financial Advisors April 2009 - February 2011
First Market Bank June 2004 - June 2006
BB&T Investment Services, Inc. August 2001 - May 2004
Education
East Tennessee State University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Fairmont Senior High School
Fairmont Senior High School
BB&T Investment Services, Inc. February 2011 - Present
Skills
Investments, Portfolio Management, Marketing, Management, Leadership, Asset Managment, Customer Service, Retirement Planning, Sales, Series 7, Wealth Management, Banking, Employee Benefits, Finance, Financial Analysis, Financial Modeling, Financial Services, Fixed Annuities, IRAs, Investment Advisory, Insurance, Investment Properties, Life Insurance, Loans, Long-term Care, Microsoft Office, Mutual Funds, Negotiation, New Business Development, Real Estate, Retirement, Risk Management, Sales Management, Securities, Selling, Series 63, Small Business, Strategic Financial..., Strategic Planning, Term Life Insurance, Valuation
Education
University of North Carolina at Chapel Hill 1978 — 1982
BA, Political Science
BB&T Investment Services, Inc. April 2006 - Present
Edward Jones August 2001 - February 2006
GDX Automotive November 1999 - March 2001
Forsheda Engineered Seals November 1997 - October 1999
Ameren March 1992 - November 1997
Education
Greenville College 1983 — 1990
BB&T INVESTMENT SERVICES, INC. January 2014 - Present
Edward Jones January 2010 - January 2014
Atlantic Publication Group May 2008 - December 2009
SouthComm Publishing Company, Inc. 1994 - 2006
Skills
Coaching, Retirement Planning, Series 7, Life Insurance, Insurance, Mortgage Lending, Financial Analysis, Strategic Planning, Customer Service, Sales, Budgets, Small Business, Marketing, Risk Management, Public Speaking, Sales Management, Account Management, FHA, New Business Development, Team Building
Education
Georgia Southern University 1987 — 1993
BS, Communications, PR
Wells Fargo June 2014 - Present
BB&T Investment Services, Inc. September 2011 - June 2014
BB&T Investment Services, Inc. January 2010 - September 2011
Wachovia Secutities February 2008 - January 2010
Skills
Mutual Funds, Series 7, Series 24, Fixed Income, Series 63, Series 65, Equity Trading, Securities Regulation, Bloomberg, Series 53, SmartStation, Life and Health..., Bilingual-Spanish, Compliance Oversight, BETA, International Policy, Bonds, Banking, FINRA, Finance, Financial Risk, Investments, Management, Risk Management, Securities, Wealth Management
Education
Mount Saint Mary College 2002 — 2006
B.S. / B.A., Business Administration and Management / Psychology
BB&T Investment Services, Inc. October 2003 - Present
BB&T Investment Services, Inc. April 2001 - October 2003
First Union Securities, Inc. April 2000 - April 2001
First Union October 1998 - April 2000
First Union July 1997 - October 1998
Skills
Training, Banking, Insurance, Series 24, Management, Leadership, Financial Risk, Auditing, Securities, Mutual Funds, FINRA, Internal Audit, Trading, Sales, Series 7, Series 63, Risk Management, Investments
Education
Le Moyne College 1992 — 1996
Bachelor, Bachelor of Science in Business Administration, Concentration: Human Resource Management
TIAA-CREF August 2013 - March 2015
BB&T Investment Services, Inc. December 2002 - July 2013
Fifth Third Bank August 2001 - December 2002
Credit Suisse August 1999 - August 2001
Morgan Stanley February 1998 - August 1999
Skills
Series 7, 24, 31, 53,...
Education
The Ohio State University