An eight-member team managing $1.5 billion at Truist Investment Services in Palm Beach, Florida, and Bethesda, Maryland, has joined Rockefeller Capital Management, a New York-based firm managing $85 billion. The leaders of the firm, Peter Clarke, Drew Karr and Neva ...

Two advisers managing $189 million at Truist in Dalton, Georgia, and a trio managing $119 million at Merrill Lynch in Fayetteville, Georgia, have joined the employee unit of Raymond James. Joel Theis and Zach Theis were formerly at Truist. Joining ...

Twenty-one financial advisers managing more than $3.1 billion joined Janney Montgomery Scott during the third quarter, with most of the new arrivals coming from Truist, Wells Fargo Advisors and Merrill Lynch. Two teams and two solo advisers joined from Truist, ...

Four advisers who collectively managed $580 million at Truist bank branches in Virginia have joined D.A. Davidson. Matt Krycinski and Holly Tuck, who are based in Bedford, managed $400 million at Truist, the successor to BB&T and SunTrust banks. Sandy ...

Five advisers who collectively manage more than $1 billion have joined Janney Montgomery Scott from Truist, which was formerly known as BB&T Scott & Stringfellow. Jim Kraft and Lupton Haigler jointly managed $330 million at Truist in Morehead City, North ...

Kyle Smith and Michael Sandlin, who managed $740 million at Truist Investment Services in Raleigh, North Carolina, have joined Linsco, the employee channel of LPL Financial. Truist is the new name for the former BB&T Scott & Stringfellow. Joining the ...