Release Date: 5/1/2015
RICHMOND, VA - Joseph M. Dumser, CMFC®, CRPC®, has joined the firm’s Charlotte, NC office.
Dumser joins the firm as a Vice President and Financial Advisor and has more than 25 years of experience in the financial services industry. He is a graduate of St. Bonaventure University and holds the Chartered Mutual Fund Counselor (CMFC®) designation as well as the Chartered Retirement Planning Counselor™ (CRPC®) designation through the College for Financial Planning.
Dumser brings a wealth of experience and knowledge to BB&T Scott & Stringfellow. His diverse background and training enables him to help clients pursue their long-term financial goals through comprehensive, individualized financial planning. He has extensive experience helping families and business owners with complex trust and estate planning needs as well as wealth transfer strategies.
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 46 offices in Virginia, West Virginia, Kentucky, North Carolina, South Carolina, Maryland, Georgia, Florida and Alabama. It is a wholly owned subsidiary of BB&T Corporation (NYSE: BBT). BB&T Securities, LLC, employs more than 1,000 people, including more than 260 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 $186.8 billion in assets and market capitalization of $26.8 billion, as of Dec. 31, 2014. Based in Winston-Salem, N.C., the company operates 1,839 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 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 BBT.com.