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EXECUTIVE MANAGING DIRECTOR, CLEARSTEAD ADVISORY SOLUTIONS, NORFOLK
EXECUTIVE MANAGING DIRECTOR, CLEARSTEAD ADVISORY SOLUTIONS, NORFOLK
Virginia Business// August 29, 2024//
Wilbanks developed an interest in stocks and bonds at the age of 14. As a 16-year-old, he formed an investment partnership with other students. “I was hooked,” Wilbanks wrote on a Virginia Business survey.
A graduate of Duke, Wilbanks co-founded Norfolk’s Wilbanks Smith & Thomas Asset Management in 1990, serving as the firm’s managing principal and chief investment officer.
Clearstead Advisors, an Ohio-based financial advisory firm, announced in April it had acquired WST’s $5 billion in managed assets, and with the merger, Clearstead has approximately $20 billion in total assets under management. Wilbanks is now executive managing director of the Clearstead Advisory Solutions division and sits on the leadership committee of the parent company.
WHAT I WOULD DO DIFFERENTLY: I would probably have spent one year skiing between college and work rather than going straight to work the day after graduation. It would have been fun to take my skiing to the next level at a young age!
MY WORKDAY: I never leave work at work, and I have worked almost every weekday evening for the past 40 years.
