FUNDRAISING NEWS | June 14, 2024
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.
John Washington is the Data Research Analyst at Dakota.
