As a Financial Planning Strategist, Terry-Ann Orman helps her clients take a comprehensive, strategic approach to financial planning even in the early stages of asset accumulation. Utilizing an in-depth financial needs assessment and in partnership with BB&T specialists in Banking, Strategic Credit, Risk Management, Investments and Trust & Estate Planning, she develops recommendations tailored to her clients’ needs, priorities and preferences. Terry-Ann attended the University of Cape Town where she earned a Graduate B. Comm Hons. She currently maintains the CERTIFIED FINANCIAL PLANNER (CFP®) designation as well as the Certified Divorce Financial Analyst (CDFA®) designation. She is a member of the Financial Planning Association and the Institute for Divorce Financial Analysts. She began her career with an investment focus at the NSAD and the country's largest provider of public sector retirement plans. She then transitioned to financial planning, where she worked as the Director of Financial Planning for a large financial services company. She has been in banking for more than 25 years. BB&T Corporation ranks among the nation’s largest financial institutions, with approximately $209.9 billion in assets, market capitalization of $29.5 billion, and more than 2,139 branches in 15 states and Washington, D.C. Formed in 1872 and headquartered in Winston-Salem, N.C., BB&T has a long-standing record of financial stability and enduring core values focused on excellence in client service. In 2015, BB&T was named among the Top 20 of the World’s Strongest Banks by Bloomberg Markets Magazine, one of only three U.S. banks. BB&T Wealth was ranked as one of the largest wealth asset managers in the nation in Barron’s Top 40 Wealth Managers list in 2015, which ranks asset managers based upon relationships with families that have more than $5 million in assets.