sr vp financial consultant scott & stringfellow@ BB&T Scott & Stringfellow
Charlotte, North Carolina, United States
Tracy Stines
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Wake Forest University
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FlashIntel GPTTracy Stines is a highly experienced financial professional with over 31 years of work experience. She has a strong background in investments, wealth management, retirement, securities, and mutual funds. Tracy has held various positions at BB&T Scott & Stringfellow, including Sr. VP Financial Consultant and Vice President. She has also worked at Prudential Financial and Legg Mason, gaining expertise in strategic financial planning and asset management. Tracy is based in the United States and has a proven track record in the financial services industry.
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About
Tracy Stines. Sr. VP Financial Consultant Scott & Stringfellow. Location: Charlotte, North Carolina Area; Industry: Financial Services ... Sr. Vice President Financial Advisor. BB&T Scott ... Tim Foley. Financial Advisor at BB&T Scott & Stringfellow...
Work Experience
sr vp financial consultant scott & stringfellow
Investment Management
Tracy Stines's Professional Milestones
- Vice President Financial Consultant (1992-01-01~1998-01-01): Successfully implemented strategic financial plans to optimize business performance and drive profitability.
- sr vp financial consultant scott & stringfellow (2002-09-01~): Provided strategic financial guidance to clients, driving their business growth and achieving sustainable growth.
Education
Economics,
Bachelors,
Bachelor Of Arts
1977-1981Skill
Investments
Wealth Management
Retirement
Securities
Mutual Funds
Series 7
Financial Planning
Portfolio Management
Insurance
Retirement Planning
Fixed Income
Investment Advisory
Strategic Financial Planning
Financial Analysis
Equities
Asset Managment
Estate Planning
Certification
Colleagues
Kirk Wiles
Vice President Financial Advisor
Patrice Wiggins
Vice President | Sales Development | Marketing Manager
Bernie Murff
vice president & business development officer at truist wealth
Linda Long
Financial Advisor | Assistant Vice President
Robert A (Bobby) Byrd, Jr. AAMS, CRPS
vice president financial advisor with bb&t scott & stringfellow llc
Other Named Tracy Stines
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Tracy Stines works for BB&T Scott & Stringfellow
Tracy Stines's role in BB&T Scott & Stringfellow is sr vp financial consultant scott & stringfellow
Tracy Stines works in the industry of Investment Management
Tracy Stines's colleagues are Kirk Wiles,Patrice Wiggins,Bernie Murff
Tracy Stines's latest job experience is sr vp financial consultant scott & stringfellow at BB&T Scott & Stringfellow
Tracy Stines's latest education in Wake Forest University
