Upstate Business Journal 2014 Wealth Team

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At BB&T Wealth, we know wealth is only part of your story. That’s why we get to know you as well as we know your life goals. Our experienced advisors share more than 140 years of financial knowledge to help you make the best decisions – for your business, for your family, for your future. BBT.com/Wealth Standing, from left to right: Robert Taylor, Regional Portfolio Manager; Stephanie Rutter, Associate Relationship Manager; Anna Mumbauer, Personal Trust Specialist; Park Johnston, Wealth Advisor; Melissa Fritz, Regional Director; Jason Howard, Insurance Agent; Judy Schoemer, Personal Trust Specialist; Shane Kendrick, Wealth Lending Officer; Seated, from left to right: Nancy Gladden, Client Specialist; Mike Lackey, Financial Planning Strategist; Allison Clamp, Client Specialist; Leslie Jordan, Family Risk Manager; Lillian Johnson, Client Specialist; Todd Harward, Wealth Advisor BB&T Wealth Advisors 416 E. North St. Greenville, SC 29601 864.282.3161 BB&T Wealth is a division of Branch Banking and Trust Company, Member FDIC. Only deposit products are FDIC insured. Investment solutions are provided by Branch Banking and Trust Company and BB&T Investment Services, Inc., a wholly owned broker-dealer subsidiary of Branch Banking and Trust Company, Member FINRA/SIPC. Securities and investment products or services are: not a deposit, not FDIC insured, not insured by any federal government agency, may go down in value, not guaranteed by the bank. © 2014, Branch Banking and Trust Company. All rights reserved.

Transcript of Upstate Business Journal 2014 Wealth Team

Page 1: Upstate Business Journal 2014 Wealth Team

At BB&T Wealth, we know wealth is only part of your story. That’s why we get to know you as well as we know your life goals. Our experienced advisors share more than 140 years of financial knowledge to help you make the best decisions – for your business, for your family, for your future. BBT.com/Wealth

Here to share a wealth of knowledge.Here to share a wealth of knowledge.Here to share a wealth of knowledge.

Standing, from left to right: Robert Taylor, Regional Portfolio Manager; Stephanie Rutter, Associate Relationship Manager; Anna Mumbauer, Personal Trust Specialist; Park Johnston, Wealth Advisor; Melissa Fritz, Regional Director; Jason Howard, Insurance Agent; Judy Schoemer, Personal Trust Specialist; Shane Kendrick, Wealth Lending Offi cer; Seated, from left to right: Nancy Gladden, Client Specialist; Mike Lackey, Financial Planning Strategist; Allison Clamp, Client Specialist; Leslie Jordan, Family Risk Manager; Lillian Johnson, Client Specialist; Todd Harward, Wealth Advisor

BB&T Wealth Advisors416 E. North St. Greenville, SC 29601

864.282.3161

BB&T Wealth is a division of Branch Banking and Trust Company, Member FDIC. Only deposit products are FDIC insured.Investment solutions are provided by Branch Banking and Trust Company and BB&T Investment Services, Inc.,

a wholly owned broker-dealer subsidiary of Branch Banking and Trust Company, Member FINRA/SIPC.Securities and investment products or services are: not a deposit, not FDIC insured, not insured by any federal

government agency, may go down in value, not guaranteed by the bank.© 2014, Branch Banking and Trust Company. All rights reserved.