A wealth of experience.

Aligned to your success.

With more than a century of experience, we bring principled and practical knowledge to the goal of helping advisors and their clients flourish.

  • Sudha Smith
    Sudha Smith

    Sr. Total Rewards Specialist

  • Savannah Sneed
    Savannah Sneed

    Talent Acquisition Specialist

  • Molly Stephenson

    Associate Vice President, Succession Planning Consultant

  • Katelyn Stevens
    Katelyn Stevens

    Senior Vice President, Chief Compliance Officer, Brokerage

  • Lorena Stobbs
    Lorena Stobbs

    Branch Development Specialist

  • Michele Tanner
    Michele Tanner

    Associate Vice President, Branch Supervision Specialist

  • Jeff Tanner

    Credit Operations Specialist

  • Gwen Taylor
    Gwen Taylor

    Executive Vice President – Chief Legal Officer

  • William “Dink” Thompson
    William Thompson

    Digital Marketing Manager

  • Brian Todd
    Brian Todd

    Vice President, Sr. Legal Services Specialist

  • Yvonne Trentman
    Yvonne Trentman

    Senior Vice President and Senior Manager, Branch Services

  • Chris Trovitch
    Chris Trovitch

    Associate Vice President, Branch Supervision Associate