Our Team

Who we are

Sterling Advisors' team of knowledgeable and experienced professionals has a long and successful track record in serving sophisticated individual and institutional investors. 

Our distinguished team benefits from our proprietary analysis and external sources of research—providing them with exceptional insight and giving our clients the benefit of fully integrated wealth management.

Experience matters

Experience is the common denominator of our portfolio managers, with many of our senior investment professionals having over 30 years of experience. In addition to our experienced veterans, Sterling Advisors also focuses on the development of younger talents who bring fresh perspectives to our investment committees and research process.

Our combination of experienced wisdom honed through multiple market cycles and an influx of new ideas enables us to continue to be responsive to changing and evolving markets.

Denise Merinar

Bernard A. Francis Jr.

Michael F. Swallow

James E. Gibson

John A. Affleck

Jason T. Pepe

Jeffrey S. McCallum

Kelly C. Malloy

Frank C. Corace

Kim M. Davis

Michael J. Foster

Amanda A. Rice

Michael J. Adams

Jared V. Quereau

Sterling Advisors is a division of BB&T Securities, LLC. Member FINRA(opens in a new tab)/SIPC(opens in a new tab). A Registered Investment Advisor. BB&T Securities, LLC is a wholly owned nonbank subsidiary of BB&T Corporation. Securities and insurance products or annuities sold, offered or recommended by Sterling Advisors are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. To learn more about the regulatory and financial services background of the firm and its current associates, please visit FINRA BrokerCheck(opens in a new tab).

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