William Matthew Palmer

Current Employers

Employment History

• 05/2015 → 06/2018
  Suntrust Bank
  Fort Myers, FL
• 05/2015 → 06/2018
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 09/2016 → 06/2018
  Suntrust Advisory Services
  Atlanta, FL
• 06/2018 → 06/2020
  Bb&T Securities, Llc
  Richmond, VA
• 06/2018 → 06/2020
  Bb&T Investments
  Charlotte, NC
• 06/2018 → 06/2020
  Bb&T Bank
  Fort Myers, FL
• 07/2020 → Present
  Coyle Financial Counsel
  Glenview,, IL

Previous Registrations

• 2018-06-07 → 2020-06-30
  Bb&T Securities, Llc
  Charlotte, NC
  Fort Myers, FL
• 2016-09-12 → 2018-06-11
  Truist Advisory Services, Inc.
  Fort Myers, FL
  Sanibel, FL
  Fort Myers, FL
• 2015-06-02 → 2016-12-31
  Truist Investment Services, Inc.
  Sanibel, FL
  Fort Myers, FL
  Fort Myers, FL
• 2014-08-05 → 2015-06-05
  Fifth Third Securities, Inc.
  Fort Myers, FL
• 2012-07-30 → 2014-05-19
  Truist Investment Services, Inc.
  Sanibel, FL
  Fort Myers, FL
• 2009-10-22 → 2012-06-22
  Bb&T Investment Services, Inc.
  Fort Myers, FL
  Charlotte, NC
  Carrollton, GA

Other Businesses

CANDLELIGHTERS OF SWFL POSITION: Board Member NATURE: Non profit organization which serves families who have children with cancer or blood disorders INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2012 ADDRESS: 9981 S. Healthpark Drive, Fort Myers FL 33908 FGCU PLANNED GIVING/ADVANCEMENT POSITION: Board Member NATURE: Seek philanthropic or planned gifts for the Universities expansion and current needs INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2018 ADDRESS: 10501 FGCU Blvd S, Fort Myers FL 33965

Exams

• S66 Uniform Combined State Law Examination
  2009-10-15

Other Names

• Will Matthew Palmer