The Hoge-Barrett Group of BB&T Scott & Stringfellow is a multi-disciplinary advisory practice providing integrated investment strategies and personalized wealth management for affluent individuals, successful executives, entrepreneurs and their families. We deliver a disciplined approach and fresh perspective tailored to help you achieve your vision of a sound financial future. We focus on your best interests, and your client experience is our primary concern.
Knowing successful relationships require a range of roles, skills and expertise, we have assembled a distinguished team of professionals committed to your financial success. Each team member focuses on different aspects of the overall management process, allowing us to find suitable areas of opportunity, adjust investment strategies and make changes as needed.
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Integrity, transparency, confidentiality and commitment are the cornerstones of our client relationships. We fully appreciate the gravity of our fiduciary role, and strive to provide comprehensive guidance and prudent solutions that best reflect your investment needs.
Successful investing requires a disciplined process and a long-term view. Our client-centered solutions are a reflection of strategies incorporating global trends, values and calculated risks. The focus of every strategy we design is to pursue a healthy rate of return while minimizing draw-downs and losses according to your tolerance for risk.
After a comprehensive consultation with you, we design an investment strategy to reflect a suitable blend of equities, fixed income and cash or cash equivalents. If you desire – and where it is appropriate – we can discuss other risk management strategies for the portfolio, including covered call options. These accounts are directed on an advisory basis, primarily through our discretionary Professional Management Program (PMP) where there are no commission charges, but rather fees paid quarterly based on total assets within the program account. Quarterly performance reports are prepared for regular face-to-face meetings. After implementing an investment strategy, we work closely with you to monitor your ongoing financial needs while working towards your long-term goals.
Our team’s expertise, combined with the resources of one of the largest and most respected financial institutions in the nation, offers our clients a full range of professional financial planning and investment advisory services including:
■ Comprehensive Asset Management
■ Diversified Investment Strategies
■ Tax-efficient Income Solutions
■ Goals-based Investment Planning
■ Wealth Preservation
■ Financial Education
■ Retirement Planning
■ Estate Planning
■ Concentrated Stock Strategies
■ Bank and Lending Services
Our client base is comprised primarily of:
■ Affluent individuals
■ Corporate executives
■ Business owners
■ Professional services providers — doctors, attorneys, etc.
Brett Hoge, Financial Advisor
Brett became a financial advisor in 1999 and joined BB&T Scott & Stringfellow in 2008. As one of the firm’s top producers, he has consistently been recognized as a Sterling Performer. In 2012, he was awarded the John Sherman, Jr. Leadership Award for Community Service. In addition, Brett was named as a Top 400 Financial Adviser by the Financial Times in 2017 and 2018.
Utilizing a unique blend of tailored investment solutions and straightforward advice, Brett designs, develops and implements investment strategies for high-net worth clients. He brings a deep understanding of a wide range of investments, including equities, fixed income, funds, outside money managers, options, and alternative investments.
Brett earned his bachelor of science in business administration, with a major in finance and insurance, from Appalachian State University in 1999. He holds Series 7, 9, 10, 31, 63, and 65 registrations, as well as state life, health and long-term care licenses.
Alex Barrett, Financial Advisor
Alex joined BB&T Scott & Stringfellow in 2014. He began his career working as an investment banking analyst with Watermark Advisors LLC, providing merger and acquisitions advisory services to corporate clients across a range of industries. Previously, he worked with Wells Fargo Advisors in equity trading.
Alex leads clients through a myriad of strategies to achieve desired financial objectives and outcomes. The strategic process and portfolio management utilizes in-depth analytics and experience across a range of asset classes, including equities, fixed income, options, and alternative investments. These strategies are executed alongside clients’ broader financial picture using a deep bench of resources and people. He also assists in the operational, sales and marketing efforts of the group. He earned his bachelor of science in business administration with a focus in finance from Kenan-Flagler Business School at UNC-Chapel Hill.
Alex also holds Series 7, 31, 63 and 65 securities registrations as well as variable life and annuity, disability insurance, life insurance, and health insurance licenses. He is a Habitat for Humanity of Forsyth County finance board member, an avid traveler, and father to two golden retrievers.
Kyle Poling, Portfolio Management Officer
Kyle joined BB&T Scott & Stringfellow in 2018. He began his career as an associate in the asset management practice of PricewaterhouseCoopers, servicing global financial institutions. Kyle serves as the team’s portfolio management officer, creating custom investment solutions that align with the goals and objectives for each of our clients. He also leads the group’s portfolio reporting and cash management efforts.
He earned his bachelors of science in business administration with a concentration in accounting from Concord University in West Virginia, and completed his master of science in accountancy from Wake Forest University, with an emphasis in financial transaction services. Kyle and his wife Courtney, live in Winston Salem with their Maltipoo, Gracie.
Sam Siceloff, Registered Client Service Associate
Sam joined BB&T Scott & Stringfellow in 2008, bringing with her 15 years of industry experience gained during tenures at Wachovia Securities, Second National Bank, Wheat First Butcher Singer and McDonald and Company Securities. Sam oversees all client service and operational functions, and assists with sales and marketing efforts.
She earned her bachelor’s degree in political science with a minor in criminal justice from UNC-Charlotte. She holds Series 7, 24, 31, 55, 63, and 65 registrations as well as state life, health and long-term care licenses. Sam has two children, Alexandra and William, with her husband, Eric.
Kelly Huskey, Client Service Associate
Kelly joined BB&T Scott & Stringfellow in 2015. She brings a wealth of knowledge to the Hoge-Barrett Group, with a diverse career in business development, marketing and sales at both Pfizer and Brendle Financial Group. In 2006, she was honored with the President's Leadership Award for outstanding market performance at Pfizer. She assists in the administrative and operational functions of the group, and coordinates sales and marketing efforts.
Kelly earned her bachelor of science in business administration with a focus in marketing from Salem College in 1996. Kelly has three children and lives in Winston-Salem with her husband, Chad.
Chelsea Walters, Client Service Associate
Chelsea joined BB&T Scott & Stringfellow in 2016 after spending four years as a full-time paralegal with Patton Brown Law, where she specialized in Social Security disability.
A native of Yadkin County, she played softball at Mars Hill College and received her associate degree in paralegal studies from Surry Community College, where she graduated with honors. Chelsea and her husband, Nick, reside in Yadkinville with their two dogs, Lexi and Lonie. In her spare time, she enjoys spending time with family and friends, and visiting the beautiful North Carolina beaches as often as possible.