Overview

As the complex manager of BBT Scott & Stringfellow's largest complex my goal is two fold: 1. To find qualified, tenured FAs to purchase practices of my FAs who are nearing retirement. 2. To facilitate purchase practices of FAs who are nearing retirement but don't have a succession plan in place. I maintain offices in Winston Salem, Greensboro, Raleigh and Greenville, NC. We have $5.5 billion AUM producing $32.5 million in revenue.

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6 months or more

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