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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Wednesday, September 30, 2026The Morning Brief →Sign in
bank

Truist Bank

In PWD coverage since September 16, 2026 · 2 stories
1Deals on our tracker
-3Talent net · 12 months0 in · 3 out
Talent flow · 12 monthsOn the wire →
Net -3 · 0 arrivals · 3 departures
Advisor
Sep 29 · team liftout
Arrivals
None tracked.
Departures
M. Dylan Price
Sep 8 · to Merrill
Dylan Price
Sep 8 · to Merrill Lynch
Unnamed seven-person advisory group
Aug 21 · to Wells Fargo Advisors FiNet
Deal recordFull tracker →
Sep 15, 26Deal closedCIM Group · Fifth Third Bank · Flagstar Bank · Bryant Group Ventures · CIM-BGV Affordable Housing Impact Fund · $370M — coverage
PWD coverage
move

Rockefeller adds Truist's $6.2 million Piedmont Wealth Partners team in Charlotte

The $1 billion team's three principals all came to Truist through the BB&T side.
capital · Sep 16Affordable housing equity is a bank product, and CIM-BGV knows it
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