The Hoge-Barrett Group - of BB&T Scott & Stringfellow - BB&T Scott & Stringfellow
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The Hoge-Barrett Group
of BB&T Scott & Stringfellow
The Hoge-Barrett Group is a multidisciplinary 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. Your best interests and client experience are
our primary concerns.
Knowing successful relationships require a range of roles, skills and
expertise, we’ve 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.
BB&T Scott & Stringfellow is a division of BB&T Securities, LLC, member FINRA/SIPC. BB&T Securities, LLC, is a wholly owned nonbank subsidiary of Truist Financial Corporation. Securities
and insurance products or annuities sold, offered or recommended by BB&T Scott & Stringfellow are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government
agency and may lose value.
Brett Hoge
Alex Barrett
Senior Managing Director, Financial Advisor
Financial Advisor
Brett became a financial advisor in 1999 and joined BB&T Scott & Stringfellow in 2008. Alex joined BB&T Scott & Stringfellow in 2014. He began his career working
As one of the firm’s top producers, he has consistently been recognized as a Sterling as an investment banking analyst with Watermark Advisors LLC, providing
Performer. In 2012, he was awarded the John Sherman, Jr., Leadership Award for merger and acquisitions advisory services to corporate clients across a range of
Community Service. Brett was named as a Top 400 Financial Adviser by the Financial industries. Previously, he worked with Wells Fargo Advisors in equity trading.
Times in 2017, 2018, and again in 2020. Brett is also ranked as a top 1200 financial
advisor in the nation by Barron’s, earning recognitions in 2019 and 2020. Alex leads clients through a myriad of strategies to achieve desired financial
objectives and outcomes. The strategic process and portfolio management uses
Using a unique blend of tailored investment solutions and straightforward advice, Brett in-depth analytics and experience across a range of asset classes, including
designs, develops and implements investment strategies for high-net-worth clients. He equities, fixed income, options and alternative investments. These strategies are
brings a deep understanding of a wide range of investments, including equities, fixed executed alongside clients’ broader financial picture using a deep bench of
income, funds, outside money managers, options, and alternative investments. resources and people. He also assists in the operational, sales and marketing
efforts of the group.
Brett earned his bachelor’s degree in business administration with majors in finance and
insurance, from Appalachian State University in 1999. He holds FINRA Series 7, 9, 10, Alex earned his bachelor’s degree in business administration with a focus in
31, 63 and 65 registrations, as well as state life, health and long-term care licenses. finance from Kenan-Flagler Business School at UNC-Chapel Hill. He also
holds FINRA Series 7, 31, 63 and 65 securities registrations as well as variable
A passionate community volunteer and mentor, Brett received the 2007 Forsyth County
life and annuity, disability insurance, life insurance, and health insurance
United Way Volunteer of the Year Award, the Investment News’ Community Leadership
licenses. He is a Habitat for Humanity of Forsyth County finance board
Award, and is a past president of Big Brothers Big Sisters of Forsyth, Davie and Yadkin
member and an avid traveler.
counties. Brett is also an active board member of the Clemmons Community Foundation
serves as chair of the Investment Committee, is a board member of the Centers of Aging
and Rehabilitation of Florida, Inc., and a board member of the JDRF Piedmont Triad
Chapter. Brett and his wife, Wendy, have been married since 2000 and have two children,
Riley and Berkley. Brett enjoys hunting, fishing and golfing.
ABarrett@BBTScottStringfellow.com
BHoge@BBTScottStringfellow.com 336-726-8265
336-726-8279
Kyle Poling Sam Siceloff Kelly Huskey
Portfolio Management Officer Registered Client Service Associate Registered Client Service Associate
Kyle joined BB&T Scott & Stringfellow in 2018. He Sam joined BB&T Scott & Stringfellow in 2008, Kelly joined BB&T Scott & Stringfellow in 2015. She
began his career as an associate in the asset management bringing with her 15 years of industry experience gained brings a wealth of knowledge to the Hoge-Barrett
practice of PricewaterhouseCoopers, servicing global during tenures at Wachovia Securities, Second National Group, with a diverse career in business development,
financial institutions. Kyle serves as the team’s portfolio Bank, Wheat First Butcher Singer and McDonald and marketing and sales at both Wyeth Pharmaceuticals and
management officer, creating custom investment Company Securities. Sam oversees all client service and Pfizer and Brendle Financial Group. In 2006, she was
solutions that align with the goals and objectives for operational functions, and assists with sales and honored with the President's Leadership Award for
each of our clients. He also leads the group’s portfolio marketing efforts. outstanding market performance at Wyeth. Kelly
reporting and cash management efforts. She earned her bachelor’s degree in political science oversees sales and marketing efforts, and assists in
with a minor in criminal justice from UNC-Charlotte. administrative and operational functions of the group.
He earned his bachelor’s degree in business
administration with a concentration in accounting from She holds FINRA Series 7, 24, 31, 55, 63 and 65 Kelly earned her bachelor’s degree in business
Concord University in West Virginia and completed his registrations as well as state life, health and long-term administration with a focus in marketing from Salem
master’s degree in accountancy with an emphasis in care licenses. Sam has two children, Alexandra and College in 1996. She holds FINRA Series 7, 63 and 65
financial transaction services from Wake Forest William, and lives in Advance, North Carolina, with registrations. Kelly has three children and lives in
University. Kyle holds FINRA Series 7, 31, 63 and 65 her brood of adopted pets. Winston-Salem, North Carolina, with her Great
securities registrations, as well as life and health Pyrenees, Sam, Scout and Maddie.
insurance licensing. Kyle and his wife, Courtney, live in
Winston-Salem, North Carolina, with their Maltipoo,
Gracie.
KPoling@BBTScottStringfellow.com SSiceloff@BBTScottStringfellow.com KHuskey@BBTScottStringfellow.com
336-726-8280 336-726-8278 336-726-8275
Chelsea Walters Katelyn Lane
Client Service Associate Client Service Associate
Chelsea joined BB&T Scott & Stringfellow in 2016 after Katelyn joined BB&T Scott & Stringfellow in 2020 after
spending four years as a full-time paralegal with Patton spending two years with the Juvenile Diabetes Research
Brown Law, where she specialized in Social Security Foundation (JDRF). There she developed outreach
disability. She is the lead scheduler for the Hoge-Barrett programs for families of newly diagnosed children,
Group and assists in administrative functions, and planned and promoted fundraising events, and trained
ongoing maintenance and servicing of client accounts. certified JDRF Mentor Families. Katelyn will be assisting
Chelsea earned her associates degree in applied science with administrative functions, scheduling, and ongoing
and paralegal studies from Surry Community College. maintenance and servicing of client accounts.
She is currently working to obtain her FINRA Series 7
licensing. Born and raised in North Carolina, Chelsea Katelyn attended High Point University where she
lives in Yadkin County with her husband, Nick, and earned both her bachelor’s degree in human relations
dogs, Lexi and Lucy. Outside the office, she enjoys and master’s degree in strategic communication. She was
spending time outdoors, at the beach, and with family also a scholarship recipient and Dean’s List member.
and friends. Outside the office, Katelyn enjoys spending time with
friends and family, exploring the outdoors, and
volunteering for JDRF. Katelyn lives in Clemmons,
North Carolina, with her husband, Tyson.
CEWalters@BBTScottStringfellow.com Katelyn.Lane@BBTScottStringfellow.com
336-726-8261 336-733-1136
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