Branch Banking and Trust is a firm that provides fiduciary trustee, administrative support, investment management, consulting services, and tax accounting to nonprofit clients. They primarily provide their services regionally, with most clients in North Carolina, Maryland, and West Virginia (although they are present in other states as well).
Most Branch Banking and Trust clients are hospitals, outpatient health care practitioners and facilities, and child and youth services with revenues ranging from $26 million to $209 million.
Previous legal names, trade names, or just variations of their name include: Branch Banking and Trust Co..
| Name | Type | Location | |
|---|---|---|---|
| 1 | Carroll Hospital | 501(c)(3) | Westminster, MD |
| 2 | Southern Highlands Community Mental Health Center | 501(c)(3) | Princeton, WV |
| 3 | Lutheran Family Services in the Carolinas | 501(c)(3) | Salisbury, NC |
| 4 | Scotland Health Care System | 501(c)(3) | Laurinburg, NC |
Competitors to Branch Banking and Trust in the nonprofit sector include Capfinancial Partners, TD Ameritrade Trust Company, Newport Trust Company, Sei Investments, Pensionmark Financial Group LLC, Well and Good LLC, Raymond James Financial Services, Ubs Financial Services, Inc., Edward Jones, and Merrill Lynch Pierce Fenner and Smith.
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