rig.bbtscottstringfellow.comBBTScottStringfellow

Back to Advisor Site Online Access Online Access GOAbout BB&T Scott & Stringfellow Office Locator Market Information Weekly Market Recap marketSHARE Retirement Planning Advisory Solutions Education Hub Calculators Investing Concepts Basic Investing tools Diversification How the Market Works Understanding Risk The Power of Compounding Links of Interest Glossary DisclosuresThe Reuss Investment Group of BB&T Scott & Stringfellow delivers personalized solutions for high-net-worth families and business owners. We create plans that help our clients achieve their diverse aspirations. Managing the complex needs of affluent clients in today’s world requires a team that provides a holistic approach. By leveraging our vast financial services experience, we create personalized portfolios and solutions suited to our clients’ specific needs. To make sure we provide the most attentive service, we work with a select number of clients. This allows us to know our clients on a personal level and develop lasting relationships to help us protect their financial interests in the long-term. Just as we are strongly committed to developing deep personal relationships, we are equally passionate about giving back to our community. We each donate our time, talents, and resources in support of many philanthropic and charitable organizations in Virginia and beyond. Our Investment Process A successful financial plan takes into consideration more than just your investments. 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 objectives. We will actively monitor your plan and provide periodic recommendations to help you progress toward your financial goals. We understand we are not experts in all fields and, therefore, we work with select partners and with your approval, external experts such as your attorney, accountant and other trusted professionals to help ensure you have a robust and well-rounded plan. We are a team of professionals committed to your financial success. We believe your success begins with our people, whose breadth, depth, and experience are our greatest strength. As your advocates, we apply consistency and discipline to help you meet your long-term objectives. Our Team Pete Reuss, AAMS® – Managing Director and Financial Advisor PReuss@.com Pete has more than 25 years of experience in the financial services industry and has worked at BB&T Scott & Stringfellow since 1995. He serves as senior client relationship manager and chief strategist for the Reuss Investment Group. Pete works with clients and their families to better understand their specific goals and designs a comprehensive investment management strategy for each to help ensure those objectives are realized. Pete works with business owners to understand their cash management and investment goals and also helps those who are considering selling a business. Pete is dedicated to helping clients in all aspects of their financial lives. By establishing lifelong partnerships, he has worked to foster an environment in which everyone involved can live the lives they envision. Pete has assembled a team of professionals that personify this conviction – a team with complementary skills and a shared committment to attentive personal service. He has also formulated professional partnerships with some of the finest subject-matter experts in the region to offer guidance and advice to clients, regardless of the need. Pete graduated from Virginia Tech with bachelor’s degrees in finance and mathematics and a master’s degree in education. He holds FINRA Series 7, 31, 63, and 65 securities registrations and state variable life and annuity licenses. In addition, he holds the Accredited Asset Management Specialist℠ (AAMS®) designation awarded by the College for Financial Planning. He is a consistent Top 30 Producer at BB&T Scott & Stringfellow and has been awarded the John Sherman, Jr. Leadership Award for community involvement and the Sterling Performer Award for outstanding achievement. Aside from his academic and professional accomplishments, Pete has a zest for life. He lives at the oceanfront in Virginia Beach with his wife, Lynette; son, Cameron; and daughters, Kayla and Lauren. He enjoys spending time with his family, playing golf and the drums, and donating his time to the community. Pete believes strongly in giving back to those in need and volunteers his time to the Noblemen (formally the Robin Hoods of Virginia Beach) and several other charitable organizations. Kimball Payne – Financial Advisor KPayne@.com Kimball joined the Reuss Investment Group in 2011 and helps manage investment strategies for our clients. He works with business owners and families to help improve their net worth and monitors investment managers from around the world to determine their appetite for risk and historical ability to produce returns. Kimball specializes in analyzing and tracking stocks, bonds, mutual funds and investment managers to provide the best information and the most appropriate choices for our clients. He looks for ways to help maximize risk adjusted investment returns based on the specific needs and goals of each individual client. Kimball holds Series 7 and 66 securities registrations. Originally from Baltimore, Kimball graduated from Columbia University with a degree in international relations and was a two-year starter on the offensive line for the notoriously lackluster Columbia Lions football team. He and his wife, Ragan, live near the Chesapeake Bay in Virginia Beach and spend a lot of time with friends and family near the water. They enjoy chasing after their son, Maddox, and daughter, Owyn. Debbie Plunkett – Assistant Vice President and Business Development Officer DPlunkett@.com Debbie is committed to understanding each of our clients on an individual basis and helping to make their financial lives less complicated. She joined the Reuss Investment Group in 1999 and has more than 25 years of experience in the financial services industry. She focuses on business development needs for the team and coordinates all charitable and social events. In addition, she manages daily operations and keeps the team compliant in an ever-changing regulatory landscape. She holds her FINRA Series 7 securities registration. Debbie also leads FP&S EMPOWER℠ – our goals-based financial planning process. By leveraging this process, she works to craft a customized blueprint that helps clients meet their goals and priorities. Then, through periodic reviews and ongoing monitoring, she helps clients stay focused on the long term, giving them a comprehensive view of where they stand. Debbie volunteers as a board member with the YMCA. She and her husband, Mike, live in Virginia Beach with their son, Nolan, and their black lab, Bodie. She loves to travel, especially when beaches or skiing are involved, and enjoys spending time with family and friends. Rebecca Becky” Maxwell-Scott – Client Service Associate RMaxwell@.com Becky joined the Reuss Investment Group in 2006. She handles all administrative support related matters for our clients. Becky’s experience, organizational skills, positive attitude and cheerful temperament make her the ideal person to handle our clients’ daily needs and challenges. Becky and her husband, Scotty, were married in 2013. They enjoy spending time with family and friends as well as, fishing, camping, NASCAR, listening to music and playing cards. Becky also enjoys working in her garden. Services for Businesses Full-service Investment Management Corporate Cash Management Commercial Lending Corporate Insurance (Buy/Sell, Key Life and more advanced options) Payroll Services Business Monetization Tax Management Services for Families Full-service Investment Management...