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Wilbanks Smith and Thomas acquired
Norfolk-based Wilbanks Smith and Thomas Asset Management has been acquired by Cleveland-based registered investment adviser Clearstead Advisors. The companies signed the merger in February 2024. Financial terms of the acquisition, which closed April 1, were not disclosed. Clearstead rebranded WST’s advisory business as Clearstead Advisory Solutions, a division of Clearstead Advisors. A wealt[...]
Finance | Insurance 2023: LAWRENCE ‘LARRY’ BERNERT III
From his first job installing toilets at Portsmouth Naval Hospital to becoming principal and portfolio manager at Wilbanks, Smith & Thomas Asset Management, Bernert says his career has been informed by his ability to listen and consider different perspectives. The University of Virginia Darden School of Business MBA grad is a chartered financial analyst who […]
