Integrations
Services
Company
Equitable Advisors has added a five-person team from Truist, managing $326 million in client assets. The team is led by Lori Brown and Jim Carroll, both with over two decades of experience, and operates under the name Star City Private Wealth. Brown has been with Truist Wealth and its predecessor, SunTrust Investment Services, since 2005. Carroll, active in financial services since 1994, holds the position of Senior Vice President at Star City Private Wealth Management.
Based in Roanoke, Virginia, the team specializes in financial services, retirement planning, and investment management, using a holistic approach. The team also includes financial consultant Madelyn Brown, client service associate Michele Page, and client experience manager Sherry Minnix.
To view the press release, click here.
Written By: John Washington, Data Research Analyst
John Washington is the Data Research Analyst at Dakota.
May 28, 2024
June 06, 2024
November 20, 2024
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2025 | Terms of Use | Privacy Policy