BB&T Wealth
Address: 158 N Harbor City Blvd, Melbourne, FL 32935 Phone: (321) 775-6379: : : Category: Hours: Website: : 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 Employees
BB&T Wealth July 2002 - Present
The Carillon Group April 2008 - September 2010
World Access Service Corp 2001 - 2002
Skills
Comprehensive financial..., Teaching, HTML, Management, Budgets, Java, Teamwork, Financial Goals, C++, Event Management, Windows, Team Leadership, Project Management, Strategic Planning, Social Media, English, Editing, Microsoft Word, Sales, Public Relations, Event Planning, Outlook, Customer Service, Microsoft Excel, Negotiation, Team Building, Public Speaking, Project Planning, PowerPoint, Finance, C, Accounting, Research, Photoshop, Troubleshooting, Microsoft Office, Leadership, Credit, Credit Analysis, Banking, Consumer Lending
Education
College of Financial Planning 2003 — 2003
Financial Planning and Services
Radford University 1982 — 1986
Bachelor of Science (BS), Business Administration and Management, General
BB&T Wealth May 2011 - Present
SunTrust Bank January 2002 - May 2011
American Express September 1996 - November 2001
Skills
Certified Financial..., Series 7, Investments, Wealth Management, Retirement Planning, Strategic Financial..., Portfolio Management, Estate Planning
Education
Pennsylvania State University-Erie Campus 1990 — 1994
BS, Management
BB&T Wealth June 2014 - Present
Waddell & Reed 2012 - 2014
AXA Advisors 2009 - 2012
SunTrust Bank 2006 - 2009
Prudential Financial 2000 - 2004
US Navy 1995 - 2000
Skills
Training, Management, Portfolio Management, Mortgage Lending, Strategic Financial..., Investments, Financial Services, CRM, Banking, Finance, Asset Allocation, Sales, Leadership, Strategic Planning, Insurance
Education
Jacksonville University 1991 — 1995
B.S., Aviation Management
Elliott Davis, LLC November 2013 - Present
BB&T Wealth June 2011 - October 2013
WebsterRogers LLP December 2000 - June 2011
Deloitte & Touche September 1999 - December 2000
Skills
Estate Planning, Investment Management, CPA, Strategic Financial..., Accounting, Income Tax, Retirement Planning, Risk Management, Estate Tax Planning, Wealth, Tax, High Net Worth..., Finance, Financial Advisory, Wealth Management..., Wealth Management, Investments, Financial Planners, Trust Services, Financial Planning
Education
Clemson University 1998 — 1999
Masters of Accounting, Taxation
Clemson University 1994 — 1998
BS, Accounting
BB&T Wealth February 2005 - Present
Skills
Financial Planning, Estate Planning, Retirement, Retirement Planning, Succession Planning, Investments, Strategic Financial..., Financial Planners, Investment Management, High Net Worth..., Estate Tax Planning, Trusts, Finance, Portfolio Management, Wealth, Financial Advisory, Wealth Management, Asset Allocation, Wealth Management..., Small Business, Mutual Funds, Personal Finance, Series 7, IRAs, Investment Advisory, Investment Strategies, 401k, Fixed Annuities, Trust Services, Securities, Long-term Care, Alternative Investments
Education
University of North Florida 2006 — 2009
MBA, General Business
Excelsior College 1996 — 1998
B.S, Psychology
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 Wealth July 2008 - Present
Payne Wealth Partners May 2007 - June 2008
Skills
Commercial Lending, Small Business Lending, Loans, Portfolio Management, Commercial Banking, Consumer Lending, Series 7, Risk Management, Financial Analysis, Retail Banking, Underwriting, Investments, Retirement Planning
Education
Western Kentucky University 2003 — 2007
Bachelor of Science, Finance, Management, Entrepreneurship, Graduated Summa Cum Laude
Murray State University
BB&T Wealth December 2011 - Present
BB&T January 2011 - November 2011
Skills
Finance, Wealth Management, Strategic Financial..., Relationship Management, New Business Development, Cold Calling, Microsoft Excel, Project Management, Sales Presentations, PowerPoint, Customer Service, Financial Services, Investment Strategies
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
Bachelor's Degree, Business Administration, Management and Operations
BB&T Wealth May 2015 - Present
BB&T Wealth September 2012 - May 2015
BB&T University January 2011 - August 2012
Princeton University July 2010 - October 2010
T. Rowe Price May 2008 - August 2008
Skills
Financial Analysis, Bilingual-Spanish, Highly Detailed, Active Team Player, Globally Minded, Logical Thinker, Intellectually Honest, Banking, Fixed Income, Wealth Management, Series 7, Financial Services, Commercial Lending, NaviPlan Financial..., Strategic Financial..., Credit, Value Investing, Asset Allocation, Financial Planning, Finance, Portfolio Management
Education
Harvard Business School Club of Charlotte 2014 — 2014
Management Development Program (MDP)
The University of Chicago Booth School of Business 2013 — 2013
Summer Business Scholars Program (SBSP)
University of Georgia - Terry College of Business 2013 — 2014
Certified Financial Planner™ Executive Program
Mount St. Mary's University 2005 — 2009
Bachelor of Science (BS), Economics
Duke University - The Fuqua School of Business
Master of Business Administration (MBA)
Gardner-Webb University January 2015 - Present
BB&T Wealth August 2007 - Present
Kansas State University June 2012 - May 2013
UNC Charlotte 2006 - June 2008
Skills
Estate Planning
Education
Kansas State University
Ph.D. in Financial Planning - Dissertation, The family business succession model: an exploratory analysis of factors impacting family business, 4.0 GPA
New York University
Certificate - Personal Financial Planning
Syracuse University - Martin J. Whitman School of Management 1995 — 1997
MBA - Organizational Behavior/Management
University of Utah
B.S. Economics/B.S. Political Science
BB&T Wealth August 2012 - Present
Wachovia, A Wells Fargo Company November 2010 - October 2012
North Carolina Project Lifesaver November 2009 - November 2010
Wachovia Dealer Services May 2008 - July 2009
GMAC December 2004 - April 2008
Skills
Banking, Credit Analysis, Loans, Credit, Portfolio Management, Relationship Management, Credit Risk, Consumer Lending, Risk Management, Financial Analysis, Finance, Commercial Lending, Financial Modeling, Business Analysis, Investments, Process Improvement, Corporate Finance, Due Diligence, Commercial Banking, Underwriting, Sales, Asset Management, Marketing, Mortgage Lending, Management, Analysis
Education
University of North Carolina at Charlotte 2002 — 2004
BS BA, Finance and IOM
Western Carolina University 2000 — 2001
CIS
BB&T Wealth March 2014 - Present
Skills
Estate Planning, Wealth Management..., Trust Services, Wealth, Wealth Management, Asset Managment, Corporate Law, Litigation, High Net Worth..., Estate Law, Tax, Securities, Real Estate, Trusts, Financial Planning, Small Business, Asset Management, Investments, Financial Services, Banking, Portfolio Management, Retirement Planning, Licensing
Education
University of Miami School of Law 2004 — 2005
LL.M.
University of Miami School of Law 2001 — 2004
J.D.
College of Charleston 1999 — 2001
B.A.
Charlotte Yoga Teacher Training 2009 — 2009
RYT 200
PNC July 2015 - Present
BB&T Wealth December 2005 - June 2015
Fifth Third Bank February 2005 - December 2005
United Way of America February 1999 - February 2005
Owensboro Catholic Schools February 1996 - February 1999
United Way February 1993 - February 1996
Skills
Wealth Management, Strategic Financial..., Portfolio Management, Consumer Lending, Commercial Banking, Small Business Lending, Banking, Credit, Loans, Series 7, Personal Financial..., Investments, Business Transition..., Risk Management, Financial Analysis, Commercial Lending, High Net Worth Lending, Series 24, Financial Planning, Leadership
Education
Brescia University 1998 — 1999
Masters, Business Management, Business
Kentucky Wesleyan College 1989 — 1993
Bachelors, Marketing / Communications
BB&T Wealth March 2011 - Present
Northwestern Mutual - Jimbo Huckabee September 2008 - March 2011
Columbia Ridge Capital Management May 2007 - September 2008
Skills
Certified Financial..., Financial Modeling, NaviPlan, Financial Analysis, Financial Planning, Asset Allocation, Wealth Management, Income Tax, Strategic Financial..., Estate Planning, Risk Management, Mutual Funds, Finance, Retirement, Wealth, Insurance, Investments, Financial Planners, Retirement Planning, Equities, Portfolio Management
Education
North Carolina State University 2003 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Green Hope High School 1999 — 2003
BB&T Wealth February 2008 - Present
Wachovia, A Wells Fargo Company September 2006 - January 2008
Hunter Lighting Group February 2003 - August 2006
Hunter Fan Company May 1999 - January 2003
Skills
Credit, Securities, Insurance, Estate Planning, Wealth Management, Strategic Financial..., Portfolio Management, College Education..., Retirement Planning, Qualified Retirement..., Risk Management, Cash Flow Analysis, Tax Analysis, Business Planning, Investment Advisory, Credit Analysis, Private Banking, Series 63, Commercial Lending, Asset Allocation, Wealth, Financial Advisory, Retirement, Wealth Management..., Investments, Investment Strategies, Financial Planners, Uniform Combined State..., High Net Worth..., Trust Services, Mutual Funds, IRAs, 401k, Investment Management, Series 6, Cash Flow, Financial Planning
Education
Campbell University 2006 — 2007
Master of Trust and Wealth Management, Finance
Southeastern Trust School 2006 — 2006
Trust Certification
University of North Carolina at Wilmington 1995 — 1999
BS in Business Management
Broughton High School 1991 — 1995
BB&T Wealth November 2014 - Present
Wells Fargo December 2013 - October 2014
Wells Fargo June 2012 - November 2013
Wells Fargo April 2012 - June 2012
Wells Fargo March 2011 - April 2012
Wells Fargo November 2010 - March 2011
Morgan Stanley Smith Barney July 2010 - October 2010
Barberitos Franchising, Inc. July 2007 - June 2010
WILX Entertainment, Inc April 2005 - September 2009
Skills
Banking, Investments, Training, Portfolio Management, Series 7, Series 63, Marketing, Leadership, Customer Service, Sales Management, Relationship Management, Private Banking, Cross Selling, Retail Banking, Analysis, Finance, Retirement Planning, Risk Management, Wealth Management, Consumer Lending, Credit Analysis, Investment Advisory, Asset Allocation, Life Insurance, Securities, Mutual Funds, Financial Analysis, Management, Mortgage Lending, Credit, Underwriting, Equities, Cash Management, Mortgage Banking, Negotiation, Sales, Small Business Lending, Financial Services, Asset Management, Insurance, Commercial Lending, Loans, Lines Of Credit, Strategic Financial..., Commercial Banking
Education
University of Mississippi 2002 — 2008
Bachelor's Degree, Mangerial Finance (Minor Accounting & Real Estate)
Episcopal High School 1998 — 2002
Diploma
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 2015 - Present
Wells Fargo Bank January 2010 - May 2015
Wells Fargo November 2008 - January 2010
JPMorgan Chase June 2007 - September 2008
Wilmington Finance April 2006 - June 2007
First NLC Financial Services July 2005 - March 2006
Skills
Loans, Banking, Leadership, Sales, Management, Coaching, Finance, Credit, Call Centers, Small Business Lending, Mortgage Lending, Sales Management, Credit Analysis, Business Development, Team Building, Strategic Planning, Relationship Management, Commercial Lending, Portfolio Management, Underwriting
Education
Clarion University of Pennsylvania 1998 — 2003
BSBA, FINANCE/MANAGEMENT
Clarion University of Pennsylvania 1998 — 2003
Bachelor of Science (B.S.), Finance and Financial Management Services
BB&T Wealth August 2013 - Present
BB&T October 2011 - August 2013
Skills
Fiduciary Services, Finance, Estate Planning, Wealth Management, Portfolio Management, Financial Reporting, Banking, Relatioship Management, Financial Planners, Small Business Lending, Financial Analysis, Commercial Banking, Financial Planning, Risk Management, Credit Analysis, Commercial Lending, Loans
Education
Campbell University 2014 — 2015
Master's Degree, Trust and Wealth Management
East Carolina University
Bachelor's Degree, Business
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
BB&T Wealth January 2014 - Present
StellarOne Wealth Management August 2012 - January 2014
StellarOne Wealth Management May 2011 - August 2012
McGuireWoods LLP September 2009 - April 2011
Supreme Court of Virginia August 2008 - September 2009
United States Senate July 2003 - July 2005
Skills
Estate Planning, Trusts, Wills, Estate Tax Planning, Finance, Legal Research, Legal Advice, Legal Writing, Wealth Management, Wealth Management..., Wealth, Risk Management, Investment Strategies, Corporate Law, Probate, High Net Worth..., Trust Services
Education
Pepperdine University School of Law 2005 — 2008
JD, Law
Wheaton College 1999 — 2003
BA, Political Science (Music Minor)
Coronado High School, El Paso, TX 1995 — 1999
Wells Fargo Private Bank October 2012 - October 2014
BB&T Wealth July 2007 - October 2012
Skills
Estate Planning, High Net Worth..., Retirement Planning, Strategic Financial..., Tax, Wealth, Wealth Management, Banking, Financial Analysis, Wealth Management...
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
Masters, Taxation
Georgetown University 2007 — 2008
Certificate, Financial Planning
Georgia State University 2001 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Wells Fargo September 2013 - Present
Bond Coffee Company February 2013 - Present
BB&T Wealth November 2004 - August 2013
First Tennessee Bank 2001 - 2004
Whitney Johns & Co. 1998 - 2001
Investment Scorecard 1995 - 1999
Skills
Portfolio Management, Wealth Management, Asset Allocation, Investments, Investment Management, Investment Strategies, Wealth Management..., Financial Services, Investment Advisory, Alternative Investments, Mutual Funds, Asset Managment, Economics, Finance, Asset Management, Wealth, Leadership
Education
Vanderbilt University - Owen Graduate School of Management 1992 — 1994
MBA, Finance
Oral Roberts University 1979 — 1984
BS, Accounting
BB&T Wealth April 2011 - Present
Potomac Financial Management June 2007 - March 2011
The Washington Group August 1998 - March 2007
Beers + Cutler January 1999 - July 1999
Alexandria Financial Assoc February 1997 - December 1998
ICMA Retirement Corporation June 1994 - January 1997
NASD January 1992 - May 1994
Skills
Retirement Planning, Estate Planning, Wealth Management, Strategic Financial..., Investments, Financial Services, Series 7, FINRA, Asset Management, Employee Benefits, Finance, Insurance, Financial Advisory, Personal Finance, Personal Financial..., Qualified Retirement..., Asset Allocation, Certified Financial..., Risk Management, Investment Management, Wealth Management..., High Net Worth..., Financial Planning
Education
University of Cape Town 1984 — 1987
econ honors, economics, accounting
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 August 2013 - Present
F.L. Putnam Investment Management March 2007 - August 2013
Chapdelaine Corporate Securities 1991 - 1994
Chapdelaine Corporate Securities 1991 - 1994
Skills
Portfolio Management, Asset Management, Investments, Investment Management, Wealth Management, Financial Analysis, Asset Allocation, Risk Management, Equities, Investment Advisory
Education
Boston University Graduate School of Management
MS Investment Management
Saint Bonaventure University
Saint Bonaventure University
BB&T Wealth 2015 - Present
SunTrust Bank 2012 - 2015
NewBridge Bank July 2010 - May 2011
NewBridge Bank March 2010 - July 2010
NewBridge Bank December 2009 - March 2010
U.S. Trust, Bank of America June 2005 - March 2009
SunTrust Bank October 1994 - May 2005
Bloomingdale's January 1994 - October 1994
Skills
Banking, Administration, Wealth Management, High Net Worth..., Client Service, Compliance, System Administration, Financial Services, Wealth Management..., Asset Allocation, Series 7, Mutual Funds, Securities, Real Estate, Commercial Lending, Client Services, Risk Management, Portfolio Management, Private Banking, Investments, Asset Management, Loans, Credit, Trust Services, Trust Management
Education
Florida International University - College of Business Administration 1990 — 1993
BBA, Double Major: Marketing and Management
Miami-Dade Community College 1987 — 1989
AA, Hotel/Motel Management
Central Piedmont Community College
Post - Baccalaureate diploma program, Paralegal Technology
University of Central Florida
Financial Planning Certificate Program Graduate
University of South Florida
Florida Graduate Trust School
BB&T Wealth BB&T Wealth Group Director for Integrated DeliveryBB&T WealthApril 2014 - Present
BB&T June 2010 - March 2014
BB&T October 2007 - June 2010
The South Financial Group January 2003 - October 2007
Bank of America January 1977 - July 2001
Skills
Leadership, Banking, Strategy, Credit, Risk Management, Call Centers, Wealth Management, Change Management, Management, Sales Management, Executive Management, Financial Analysis, Program Management, Strategic Planning, Financial Services, Strategic Financial..., Process Improvement, Marketing, Marketing Strategy, Portfolio Management, Finance, Business Planning, Commercial Banking, Investments, Loans
Education
University of North Carolina at Chapel Hill
BA, Phsycology
BB&T Wealth February 2014 - Present
U.S. Trust August 2003 - January 2014
Education
Hampden-Sydney College 1981 — 1985
BA, Economics
First Citizens Bank & Trust of South Carolina October 2012 - Present
BB&T WEALTH July 2007 - October 2012
BB&T July 2004 - July 2007
Palmetto Citizens Federal Credit Union March 2002 - July 2004
Skills
Loans, Economics, Credit, Deposits, Investments, Banking, Wealth Management, Finance, Leadership, Series 7, Financial Advisory
Education
Francis Marion University 1996 — 2000
Bachelor of Science, Economics
BB&T Wealth 2013 - Present
Skills
Retirement Planning, Life Insurance, Long Term Care, Employee and Executive..., Stocks, Bonds, ETFs &..., Qualified Retirement..., Public Speaking, Continuing Education..., Charitable Planning, State & Federal Income..., Gift, Estate & Transfer..., Estate, Trust & Legacy..., Fixed & Variable..., Business Development, Comprehensive Financial..., Series 7 (FINRA), Series 65 (FINRA), Series 63 (FINRA), Series 6 (FINRA), Life, Accident & Health..., Long Term Care &..., Long-term Care, Securities, Fixed Annuities, Plannning, Insurance, Term Life Insurance, Series 63, Variable Annuities, Retirement, Marketing Communications, Mutual Funds, Financial Goals, Motivation, Strategic Planning, Marketing Strategy
Education
Clemson University
Bachelor of Science (B.S.)
College for Financial Planning
Certified Financial Planner (CFP) Licensee
The American College
Chartered Life Underwriter (CLU) Licensee
The American College
Candidate for Charted Financial Consultant (ChFC)
BB&T Wealth April 2008 - Present
Wachovia Wealth Management April 1996 - March 2008
Skills
Financial Services, Banking, Credit, Loans, Commercial Banking, Wealth, Estate Planning
Education
The George Washington University - School of Business
Master of Business Administration (MBA), Finance and Financial Management Services
BB&T Wealth April 2006 - Present
Wachovia Bank February 1998 - March 2006
Internal Revenue Service October 1994 - January 1998
Education
Allegheny College 1978 — 1981
Bachelor of Science (BS), Economics
BB&T Wealth May 2013 - Present
Wells Fargo Private Bank June 2010 - May 2013
BB&T June 2001 - May 2010
Education
Southern Methodist University
Bachelor of Business Administration (B.B.A.), Finance, Real Estate Finance
Emory University
Financial Planning Certificate Program
BB&T Wealth August 2014 - Present
PNC June 2013 - August 2014
Wells Fargo August 2007 - August 2011
Bank of America Merrill Lynch August 2005 - August 2007
Bank of America September 2002 - August 2005
Bank of America June 1994 - August 2002
Skills
Banking, Credit, Investments, Loans, Wealth Management
Education
Old Dominion University 1993 — 1997
Bachelor of Science (BS), Pre-Medicine/Pre-Medical Studies