Insights

Strong Client Focus BB&T Scott & Stringfellow emphasizes personalized service and building long-term client relationships, highlighting opportunities for tailored financial solutions and customer management tools to enhance client engagement.

Growth and Expansion Recent office expansions to locations like Williamston, North Carolina suggest a strategic focus on regional growth, presenting a chance to offer scalable technology and support services for expanding offices.

Technology Use The company employs various security and performance technologies such as Akamai, Cloudflare, and Dynatrace, indicating openness to advanced cybersecurity, performance monitoring, and cloud solutions upgrades or integrations.

Revenue Potential With revenue between 100 million and 250 million and a relatively modest employee base, there are opportunities for solutions that optimize operational efficiency, financial analytics, and compliance in mid-sized investment management firms.

Leadership & Legacy Historical leadership figures and promoted management indicate a stable and longstanding organizational culture, which can be leveraged to tailor value propositions around legacy systems modernization and leadership development tools.

Truist Investment Services, Inc., Truist Wealth Tech Stack

Truist Investment Services, Inc., Truist Wealth uses 8 technology products and services including Akamai, Orchard CMS, jQuery, and more. Explore Truist Investment Services, Inc., Truist Wealth's tech stack below.

  • Akamai
    Content Delivery Network
  • Orchard CMS
    Content Management System
  • jQuery
    Javascript Libraries
  • Windows Server
    Operating Systems
  • TypeScript
    Programming Languages
  • Java
    Programming Languages
  • Dynatrace RUM
    Real User Monitoring
  • Microsoft ASP.NET
    Web Frameworks

Media & News

Truist Investment Services, Inc., Truist Wealth's Email Address Formats

Truist Investment Services, Inc., Truist Wealth uses at least 1 format(s):
Truist Investment Services, Inc., Truist Wealth Email FormatsExamplePercentage
FLast@bbtscottstringfellow.comJDoe@bbtscottstringfellow.com
93%
First.Last@bbtscottstringfellow.comJohn.Doe@bbtscottstringfellow.com
5%
FMLast@bbtscottstringfellow.comJMDoe@bbtscottstringfellow.com
1%
LFirst@bbtscottstringfellow.comDJohn@bbtscottstringfellow.com
1%

Frequently Asked Questions

Where is Truist Investment Services, Inc., Truist Wealth's headquarters located?

Minus sign iconPlus sign icon
Truist Investment Services, Inc., Truist Wealth's main headquarters is located at 901 East Byrd Street Suite 500 Richmond, Virginia United States. The company has employees across 2 continents, including North AmericaAsia.

What is Truist Investment Services, Inc., Truist Wealth's phone number?

Minus sign iconPlus sign icon
You can contact Truist Investment Services, Inc., Truist Wealth's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Truist Investment Services, Inc., Truist Wealth's official website and social media links?

Minus sign iconPlus sign icon
Truist Investment Services, Inc., Truist Wealth's official website is bbtscottstringfellow.com and has social profiles on LinkedIn.

How much revenue does Truist Investment Services, Inc., Truist Wealth generate?

Minus sign iconPlus sign icon
As of March 2026, Truist Investment Services, Inc., Truist Wealth's annual revenue is estimated to be $578M.

What is Truist Investment Services, Inc., Truist Wealth's NAICS code?

Minus sign iconPlus sign icon
Truist Investment Services, Inc., Truist Wealth's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Truist Investment Services, Inc., Truist Wealth have currently?

Minus sign iconPlus sign icon
As of March 2026, Truist Investment Services, Inc., Truist Wealth has approximately 61 employees across 2 continents, including North AmericaAsia. Key team members include Chief Compliance Officer: A. C.Vice President And Financial Advisor: G. H.Vice President Financial Advisor: O. W.. Explore Truist Investment Services, Inc., Truist Wealth's employee directory with LeadIQ.

What industry does Truist Investment Services, Inc., Truist Wealth belong to?

Minus sign iconPlus sign icon
Truist Investment Services, Inc., Truist Wealth operates in the Investment Management industry.

What technology does Truist Investment Services, Inc., Truist Wealth use?

Minus sign iconPlus sign icon
Truist Investment Services, Inc., Truist Wealth's tech stack includes AkamaiOrchard CMSjQueryWindows ServerTypeScriptJavaDynatrace RUMMicrosoft ASP.NET.

What is Truist Investment Services, Inc., Truist Wealth's email format?

Minus sign iconPlus sign icon
Truist Investment Services, Inc., Truist Wealth's email format typically follows the pattern of FLast@bbtscottstringfellow.com. Find more Truist Investment Services, Inc., Truist Wealth email formats with LeadIQ.

Truist Investment Services, Inc., Truist Wealth

Investment ManagementVirginia, United States51-200 Employees

Since 1893, our mission has been to put our clients' interests first and foremost through our commitment to their financial success.

The BB&T Scott & Stringfellow Advantage
 
BB&T Scott & Stringfellow pledges to its clients:
 
Service of the highest quality. Service is at the heart of everything we do. We know that our success depends upon your success. We strive to meet your goals and create unique solutions for your individual situation.
 
A personal relationship. From structuring your account to modifying your portfolio as your needs change, we focus on developing the right financial plan for you, throughout your lifetime.
 
Quality investment advice. Our financial advisors are highly trained, well-educated professionals with access to a wide variety of product and company information and recommendations.
 
A team of professionals upholding the highest standards of integrity. You can feel comfortable in your relationship with us. We act ethically and in your best interest, as directed by the principles of the New York Stock Exchange and our corporate values.
 
This is our commitment to you. We recognize the need to continually develop programs that allow our clients to best meet their financial goals. As a BB&T Scott & Stringfellow client, you have access to a variety of high quality investments and personalized services.
 
We’re committed to providing you with a superior investment experience and welcome any service suggestions or comments.

Section iconCompany Overview

Headquarters
901 East Byrd Street Suite 500 Richmond, Virginia United States
Phone number
NAICS Code
5239 - Other Financial Investment Activities
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    Truist Investment Services, Inc., Truist Wealth's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Truist Investment Services, Inc., Truist Wealth's revenue is estimated to be in the range of $100M$250M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.