The Norris ▪ Pittinos ▪ Bopp Group of BB&T Scott & Stringfellow was formed in 2015 with the goal of providing a personalized and disciplined approach to investment management. Together, we have more than 80 years of financial services experience and more than $500 million in client assets under management.
Managing the complex needs of today’s affluent client requires a proactive and experienced team that offers a holistic approach to successful wealth accumulation and preservation. Each team member focuses on different aspects of the overall management process, which allows us to find suitable areas of opportunity, adjust investment strategies, and efficiently make necessary changes. By leveraging our extensive knowledge and experience, we provide solutions to help our clients achieve their vision of a sound financial future.
Please click here to learn more about our team members.
▪ Client satisfaction: Our clients’ success is central to everything we do.
▪ Wealth preservation is essential to wealth accumulation.
▪ Prudent investment in high quality companies is the best way to grow wealth over time.
▪ Transparency is critical. Investment solutions must be accessible and easy to understand.
▪ Tax efficiency matters. We build portfolios that strive to minimize the impact of taxes.
▪ Communication is essential. We provide timely, responsive, communication to ensure our clients remain comfortable and confident.
▪ Confidentiality: Our client’s privacy is of utmost importance.
A successful financial plan takes into consideration more than just your investment accounts. We begin with an in-depth discussion to help identify your goals, risk tolerance and time horizon. Then, we develop a comprehensive plan that encompasses all aspects of your financial picture and reflects your values as well as your near and long-term aspirations. We will actively monitor your plan and provide periodic recommendations to help you progress toward your financial goals. With your approval, we may also work with your attorney, accountant and other trusted professionals to design and implement strategies that may further strengthen your financial plan.
▪ Comprehensive Asset Management
▪ Intergenerational Wealth Planning
▪ Financial Education
▪ Retirement Planning
▪ Estate Planning
Our client base is comprised primarily of:
▪ High net worth individuals and families
▪ Corporate executives
▪ Business owners
▪ Professional services providers – doctors, attorneys, etc.