BB&T Wealth has opened its first office in Texas in the Dallas/Ft. Worth region.
The new office will be headed by BB&T senior vice president and wealth advisor Janelle Walker.
Go deeper with GlobalData
The team, which will work alongside Walker, includes Ryan Bierds, senior vice president and regional director of portfolio management, Chad Forsberg, senior vice president and financial planning strategist, and Mary Petry, relationship management associate.
BB&T Wealth offers 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.
"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 North Texas."
BB&T Wealth manages US$50 billion in client assets and provides customized fiduciary, banking, insurance and investment solutions for affluent individuals and families.
How well do you really know your competitors?
Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.
Thank you!
Your download email will arrive shortly
Not ready to buy yet? Download a free sample
We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form
By GlobalDataThe addition of wealth management services continues a major expansion in Texas by BB&T Corporation. 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 Texas.
