Release Date: 9/20/2013
RICHMOND, VA - BB&T Scott & Stringfellow has opened an office in Naples, Florida, continuing their efforts to expand the firm’s presence in Florida. Naples is the third office opened in the state within the past 12 months. Gordon Kellam has joined the firm at this location as a Managing Director and Financial Advisor, Steven Cere has joined the firm as a Financial Advisor, and Erica Solas has joined the firm as a Registered Sales Assistant.
Kellam has more than 12 years of experience in the financial services industry and previously worked for Merrill Lynch as a Financial Advisor. He completed the executive education courses at the Wharton School at the University of Philadelphia and earned a Bachelor of Arts degree in Finance and Sociology from Ithaca College. Kellam attained the Wealth Management Advisor designation from the College of Financial Planning and is currently pursuing the CFP® (CERTIFIED FINANCIAL PLANNER) designation.
Cere began his career at Merrill Lynch as a Financial Advisor and attended the Florida State University Business School.
Solas began her career in the financial services industry in 1999 and most recently worked for Merrill Lynch. She holds a Bachelor’s Degree in Finance from Merrimack College.
“Gordon’s previous experience and success as a financial advisor will be a valuable asset to BB&T Scott & Stringfellow as we continue to build our presence in the Southern Florida area,” said BB&T Scott & Stringfellow Private Client Group Southeast Regional Manager Mike Owen. “The state of Florida is a huge opportunity for our firm to align with our partners at BB&T to offer clients a comprehensive platform of investment services.”
About BB&T Scott & Stringfellow
Founded in 1893, Richmond-based BB&T Scott & Stringfellow is a division of BB&T Securities, LLC, member FINRA/SIPC. BB&T Securities, LLC, is a full-service regional brokerage and financial services firm with 40 offices in Virginia, West Virginia, North Carolina, South Carolina, Maryland, Georgia, and Florida. It is a wholly-owned subsidiary of BB&T Corporation (NYSE: BBT). BB&T Securities, LLC, employs more than 1,000 people, including 240 financial advisors. For more information visit our website: BBTScottStringfellow.com.
BB&T is one of the largest financial services holding companies in the U.S. with $182.7 billion in assets and market capitalization of $23.8 billion, as of June 30, 2013. Based in Winston-Salem, N.C., the company operates 1,851 financial centers in 12 states and Washington, D.C., 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 www.BBT.com. More information about BB&T Corporation is available at www.BBT.com/About.