Nov. 13, 2013
, ranked among the nation's top wealth management firms by Barron's magazine, has opened its first office in the
region. BB&T Wealth delivers a broad spectrum of financial products and services to affluent clients and families including; financial planning, asset management, insurance, lending, personal trust and estate services.
The addition of wealth management services continues a major expansion in
(NYSE: BBT), the nation's ninth largest financial holding company. BB&T has nearly doubled its presence in the state since late 2012 when the bank announced plans to open 30 new financial centers in
"BB&T is excited about adding wealth management to the services we already offer to our
clients," said BB&T Region President
Kay St. John
. "With the addition of 30 financial centers to our community banking network in the past year and the opening of our
wealth management office, BB&T is positioned to serve the full array of business and personal banking needs for our clients in
The Preston Center office at 8117 Preston Road, Suite 100, is led by BB&T Senior Vice President and Wealth Advisor
. The team also includes
, CFA, senior vice president and regional director of portfolio management;
, senior vice president and financial planning strategist, and
, relationship management associate.
With 60 offices throughout
, BB&T was recently named to the
Dallas Morning News'
"Top 100 Places to Work," and on Tuesday inaugurated its new
wealth office with a client reception.
"BB&T's wealth advisors provide the information and solutions our clients need to make better decisions, with the same focus on quality client service that is a 141-year-old tradition at BB&T," Walker said. "We look forward to introducing BB&T's experienced and highly credentialed wealth management team to families and businesses in
About BB&T Wealth
BB&T Wealth manages
in client assets and provides customized fiduciary, banking, insurance and investment solutions for affluent individuals and families. BB&T Wealth is committed to client advocacy based on its deep-rooted culture of service excellence, empathy and knowledge. As a division of one of the largest financial institutions in the U.S., BB&T Wealth provides an array of world-class services that few banks and investment firms can match.
BB&T is one of the largest financial services holding companies in the U.S. with
in assets and market capitalization of
, as of
Sept. 30, 2013
. Based in
, the company operates 1,824 financial centers in 12 states and
, and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by J.D. Power and Associates, the U.S. Small Business Administration, Greenwich Associates and others. More information about BB&T and its full line of products and services is available at