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, Florida, Tennessee, Virginia, and West Virginia (although they are present in other states as well).
Most Branch Banking and Trust clients are hospitals, elementary and secondary schools, outpatient health care practitioners and facilities, assisted living and continuing care retirement communities, and golf courses and country clubs with revenues ranging from $11 million to $34 million.
Previous legal names, trade names, or just variations of their name include: Branch Banking and Trust Co..
| Name | Type | Location | |
|---|---|---|---|
| 1 | Apalachee Center | 501(c)(3) | Tallahassee, FL |
| 2 | Southern Highlands Community Mental Health Center | 501(c)(3) | Princeton, WV |
| 3 | Harding Academy of Memphis | 501(c)(3) | Memphis, TN |
| 4 | Lutheran Family Services in the Carolinas | 501(c)(3) | Salisbury, NC |
| 5 | North Ridge Country Club | 501(c)(7) | Raleigh, NC |
| 6 | Friendship Foundation | 501(c)(3) | Roanoke, VA |
| 7 | Scotland Health Care System | 501(c)(3) | Laurinburg, NC |
Competitors to Branch Banking and Trust in the nonprofit sector include Raymond James Financial Services, Ubs Financial Services, Inc., Ameriprise Financial Services, Manning and Napier, TD Ameritrade Trust Company, Sei Investments, Resources Investment Advisors, Inc., Towers Watson, US Bank, and TIAA.
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