From left to right: Standing: Bob Taylor, Regional Portfolio Manager; Shane Kendrick, Wealth Advisor; Judy Schoemer, Personal Trust Specialist. Seated: Todd Harward, Wealth Advisor; Melissa Fritz, Wealth Advisors Regional Director; Scott Collins, Financial Planning Strategist.
BB&T HAS GROWN INTO ONE OF THE MOST STABLE AND SUCCESSFUL FINANCIAL INSTITUTIONS IN THE NATION.
Clients know the real value of doing business with BB&T is building relationships with experienced advisors who are deeply rooted in a culture of personal service and integrity. That service culture drives BB&T’s approach to wealth management. Their Wealth advisors in Greenville provide affluent clients and their families with comprehensive financial planning and advisory services that are objective, understandable and actionable.
Their clients have access to a dedicated wealth advisor supported by a team of specialists in the areas of financial planning, strategic credit, banking, insurance, investments, trusts and estate planning. This team approach extends beyond BB&T. They connect and coordinate with your attorney, CPA and tax advisor so each professional has the benefit of the big picture – your overall financial picture – as they make recommendations in their areas of expertise.
The result is a team approach that integrates decisions within all areas of your financial life.
While personal service is at the heart of the BB&T philosophy, a four-step process provides a practical approach to wealth management. The four steps of the BB&T Wealth customized financial plan focus on assessing your needs, structuring your plan, assembling your team and monitoring your results. This process begins with in-depth conversations and results in an integrated action plan that evolves as your financial needs and objectives change.
“We enjoy getting to know our clients and their families, and understanding what is important to them. Often, our advisors and clients discover mutual interests, especially when it comes to community involvement. These shared interests result in deeper, more meaningful connections and relationships that continue for years, decades – even generations,” says Melissa Fritz, regional director.
Traditional banking services are provided by Branch Banking and Trust Company, Member FDIC. Only deposit products are FDIC insured.Trust and investment management services are provided by Branch Banking and Trust Company. Other investment solutions are offered by BB&T Investments and BB&T Scott & Stringfellow, divisions of BB&T Securities, LLC, member FINRA/SIPC. BB&T Securities, LLC, is a wholly owned, nonbank subsidiary of BB&T Corporation. Securities and insurance products or annuities sold, offered or recommended by BB&T Securities, LLC, or Branch Banking and Trust Company are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may go down in value.
BB&T and its representatives do not offer tax advice. The information provided should not be considered tax or legal advice.
Please consult with your individual tax advisor and/or attorney regarding your individual circumstances.
2 W. Washington St
Greenville, SC 29601