The Bedford Group of BB&T Scott & Stringfellow was formed in 1998 when Marsha Melton and David Herrick partnered to offer enhanced service and expertise to their clients. Holly Tuck joined the team soon afterwards. Holly has worked in all areas of the financial services business. She began her career in client service, then in operations, and finally as a financial advisor. Matt Krycinski became part of the team in July 2007, as a financial advisor. Matt has had extensive experience in risk management. Kasey Briggs joined the team in September 2015, from BB&T bank and has years of experience in operations and client service. Sophie Lovell became part of the team in January 2017 to assist with operations. Sophie also worked at a bank and has years of experience in operations and client service.
The Bedford Group has more than 80 years of combined experience in the financial industry. We are a dedicated team, uniquely positioned to meet your financial goals.
To be the firm of choice for wealth management services in our area. It is our desire to attract and retain high-net-worth relationships while maintaining a value-added service for all clients.
· We strive to know our clients and always put our clients’ best interest first.
· We treat our clients as they want to be treated and give them superior service.
· We understand our clients’ life goals and provide financial solutions.
· We leverage our experience and knowledge by teamwork.