Client-first positioning Emphasize BB&T Scott & Stringfellow’s long-standing mission to put clients’ interests first, leveraging its 1893 heritage and personalized relationship model to tailor advisor-led financial solutions for high-net-worth individuals and small business owners seeking trust and continuity.

Growth opportunities Target expansion-minded clients by highlighting the firm’s history of regional office growth and MD-level leadership, suggesting scalable wealth management services for growing families, executives, and entrepreneurs in Virginia and surrounding markets.

Technology leverage Position the firm’s tech stack (Akama i, OneTrust, Adobe Experience Cloud, DocuSign, Dynatrace) as a differentiator for secure digital onboarding, personalized client experiences, and efficient portfolio management, appealing to tech-savvy clients and corporate accounts.

Mid-market focus Align sales efforts with mid-size advisory needs, given revenue in the 100M–250M range and a 51–200 employee profile, signaling opportunities with family offices, ECI-backed firms, and regional businesses seeking comprehensive wealth and retirement planning.

Staffing and advisory depth Highlight experienced leadership and advisor promotions (Managing Directors and financial advisors) as proof of deep expertise, offering consulting services for corporate retirement plans, institutional clients, and high-net-worth individuals requiring bespoke investment advice.