BB&T Wealth

Description

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

Employee
Years
Job
Industry
Adam Peachee Adam Peachee Richmond, Virginia Area Details
Adam Peachee's BB&T Wealth Experience July 2002 - Present
Job Wealth Advisor at BB&T
Industry Banking
Experience
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

Jonathan Wasey Jonathan Wasey Germantown, Maryland Details
Jonathan Wasey's BB&T Wealth Experience May 2011 - Present
Job Private Advisor at BB&T Wealth
Industry Financial Services
Experience
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

Jennifer King, CFP® Jennifer King, CFP® Jacksonville, Florida Area Details
Jennifer King, CFP®'s BB&T Wealth Experience June 2014 - Present
Job President, Financial Planning Association of Northeast Florida
Industry Financial Services
Experience
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

Kathryn Diminich, CPA Kathryn Diminich, CPA Charleston, South Carolina Area Details
Kathryn Diminich, CPA's BB&T Wealth Experience June 2011 - October 2013
Job Senior Manager at Elliott Davis, LLC
Industry Financial Services
Experience
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

Reid Hartsfield, CFP, MBA Reid Hartsfield, CFP, MBA Jacksonville, Florida Details
Reid Hartsfield, CFP, MBA's BB&T Wealth Experience February 2005 - Present
Job Financial Planning Strategist
Industry Financial Services
Experience
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

Ben M. Galloway, MBA, CFP®, CRPC® Ben M. Galloway, MBA, CFP®, CRPC® Columbia, South Carolina Details
Ben M. Galloway, MBA, CFP®, CRPC®'s BB&T Wealth Experience October 2014 - Present
Job Private Advisor at BB&T Wealth
Industry Banking
Experience
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.

Christina James, CFP® Christina James, CFP® Washington D.C. Metro Area Details
Christina James, CFP®'s BB&T Wealth Experience July 2008 - Present
Job Private Advisor II at BB&T Wealth
Industry Banking
Experience
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

Jamal Robinson Jamal Robinson Charlotte, North Carolina Details
Jamal Robinson's BB&T Wealth Experience December 2011 - Present
Job Proactive Advisor at BB&T Wealth
Industry Financial Services
Experience
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

Favio Osorio Favio Osorio Charlotte, North Carolina Area Details
Favio Osorio's BB&T Wealth Experience May 2015 - Present
Job Wealth Business Transition Planning Analyst, Banking Officer
Industry Investment Management
Experience
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)

Brett A. Coffman, Ph.D., CFBA, CFP(R), EA Brett A. Coffman, Ph.D., CFBA, CFP(R), EA Charlotte, North Carolina Area Details
Brett A. Coffman, Ph.D., CFBA, CFP(R), EA's BB&T Wealth Experience August 2007 - Present
Job Business Transition and Personal Financial Planning Consultant
Industry Financial Services
Experience
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

Shannon Waggy Shelton Shannon Waggy Shelton Winston Salem, North Carolina Details
Shannon Waggy Shelton's BB&T Wealth Experience August 2012 - Present
Job Wealth Division Sales & Service Analyst at BB&T Wealth
Industry Banking
Experience
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

Carly E. Howard, JD, LLM Carly E. Howard, JD, LLM Charlotte, North Carolina Details
Carly E. Howard, JD, LLM's BB&T Wealth Experience March 2014 - Present
Job Professional and Executive Advisory Group
Industry Financial Services
Experience
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

Kelly Wathen Kelly Wathen Cincinnati Area Details
Kelly Wathen's BB&T Wealth Experience December 2005 - June 2015
Job Vice President, Wealth Management at PNC
Industry Financial Services
Experience
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

Matt Brearley CFP®, CLU® Matt Brearley CFP®, CLU® Raleigh, North Carolina Details
Matt Brearley CFP®, CLU®'s BB&T Wealth Experience March 2011 - Present
Job AVP, Financial Planning Strategist at BB&T Wealth
Industry Financial Services
Experience
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

Michael Edwards, CFP® Michael Edwards, CFP® Raleigh-Durham, North Carolina Area Details
Michael Edwards, CFP®'s BB&T Wealth Experience February 2008 - Present
Job Financial Planner at BB&T Wealth
Industry Financial Services
Experience
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

H. Wilkes Evans H. Wilkes Evans Columbus, Georgia Area Details
H. Wilkes Evans's BB&T Wealth Experience November 2014 - Present
Job Private Wealth Advisor III, V.P. at BB&T Wealth
Industry Banking
Experience
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

Noreen Huebner Noreen Huebner Orlando, Florida Area Details
Noreen Huebner's BB&T Wealth Experience May 2015 - 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

Aaron Berg Aaron Berg Greenville, South Carolina Area Details
Aaron Berg's BB&T Wealth Experience August 2015 - Present
Job Private Wealth Advisor II, Vice President at BB&T
Industry Banking
Experience
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

Gregory J. Coudriet IV Gregory J. Coudriet IV Raleigh-Durham, North Carolina Area Details
Gregory J. Coudriet IV's BB&T Wealth Experience August 2013 - Present
Job Fiduciary & Portfolio Management Specialist at BB&T Wealth
Industry Banking
Experience
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

Catherine B. Hovis Catherine B. Hovis Tampa/St. Petersburg, Florida Area Details
Catherine B. Hovis's BB&T Wealth Experience August 2014 - 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

Jeffrey Hassler Jeffrey Hassler Richmond, Virginia Area Details
Jeffrey Hassler's BB&T Wealth Experience January 2014 - Present
Job VP & Personal Trust Specialist at BB&T Wealth
Industry Financial Services
Experience
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

Jason Hemsley Jason Hemsley Greater Atlanta Area Details
Jason Hemsley's BB&T Wealth Experience July 2007 - October 2012
Job Financial Planning Strategist at BB&T Wealth
Industry Financial Services
Experience
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

Mel Bond Mel Bond Greater Nashville Area Details
Mel Bond's BB&T Wealth Experience November 2004 - August 2013
Job Senior Investment Strategist at The Private Bank at Wells Fargo
Industry Investment Management
Experience
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

Terry-Ann Gardemal Terry-Ann Gardemal Washington D.C. Metro Area Details
Terry-Ann Gardemal's BB&T Wealth Experience April 2011 - Present
Job Senior Vice President at BB&T Wealth
Industry Financial Services
Experience
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

Jonathan J. Crawford Jonathan J. Crawford Birmingham, Alabama Area Details
Jonathan J. Crawford's BB&T Wealth Experience March 2010 - Present
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

Robert F. Taylor, CFA Robert F. Taylor, CFA Greenville, South Carolina Details
Robert F. Taylor, CFA's BB&T Wealth Experience August 2013 - Present
Job Senior Vice President and Regional Portfolio Manager, BB&T Wealth
Industry Financial Services
Experience
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

Katherine Habermeyer Katherine Habermeyer Charlotte, North Carolina Details
Katherine Habermeyer's BB&T Wealth Experience 2015 - Present
Job Vice President and Personal Trust Specialist at BB&T Wealth
Industry Banking
Experience
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

Michael M. Mike Woody Michael M. Mike Woody Charlotte, North Carolina Details
Michael M. Mike Woody's BB&T Wealth Experience BB&T Wealth Group Director for Integrated DeliveryBB&T WealthApril 2014 - Present
Job BB&T Wealth Financial Planning and Client Solutions Executive at BB&T Wealth
Industry Financial Services
Experience
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

Gary Boswick Gary Boswick Norfolk, Virginia Area Details
Gary Boswick's BB&T Wealth Experience February 2014 - Present
Job Private Wealth Advisor at BB&T Wealth
Industry Financial Services
Experience
BB&T Wealth   February 2014 - Present
U.S. Trust   August 2003 - January 2014

Education
Hampden-Sydney College   1981 — 1985
BA, Economics

Daniel Smith, CFP®, CRPC® Daniel Smith, CFP®, CRPC® Columbia, South Carolina Area Details
Daniel Smith, CFP®, CRPC®'s BB&T Wealth Experience July 2007 - October 2012
Job Wealth Management Sales & Service Director, SVP
Industry Financial Services
Experience
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

Terrell TC Cook, CLU, CFP Terrell TC Cook, CLU, CFP Charlotte, North Carolina Area Details
Terrell TC Cook, CLU, CFP's BB&T Wealth Experience 2013 - Present
Job Wealth Insurance Strategist at BB&T Wealth
Industry Financial Services
Experience
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)

Andrew M. Braumann, CFP® Andrew M. Braumann, CFP® Washington D.C. Metro Area Details
Andrew M. Braumann, CFP®'s BB&T Wealth Experience April 2008 - Present
Job Senior Vice President at BB&T Wealth
Industry Financial Services
Experience
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

Dave MacLaren CPA, CFP (R) Dave MacLaren CPA, CFP (R) Greensboro/Winston-Salem, North Carolina Area Details
Dave MacLaren CPA, CFP (R)'s BB&T Wealth Experience April 2006 - Present
Job Financial Planner BB&T Wealth
Industry Banking
Experience
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

Christine Phelps Christine Phelps Marietta, Georgia Details
Christine Phelps's BB&T Wealth Experience May 2013 - Present
Job Wealth Advisor at BB&T Wealth
Industry Financial Services
Experience
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

LeaAnne Smith Creekmore LeaAnne Smith Creekmore Chesapeake, Virginia Details
LeaAnne Smith Creekmore's BB&T Wealth Experience August 2014 - Present
Job Private Advisor at BB&T Wealth
Industry Financial Services
Experience
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