Wilbanks Smith and Thomas
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  • Our Team
    • Principals
      • Wayne F. Wilbanks, CFA
      • Lawrence A. Bernert, III, CFA
      • T. Carl Turnage, CFP, CTFA, AWMA
      • D. J. Kyle Elliott, CFP
      • Mark R. Warden
    • Management
      • Roger H. Scheffel Jr., CPA, PFS
      • Thomas F. McNally, CMT, CFA
      • John N. Duy, CFA, CPA
      • Theresa A. Garber
    • Analysts
      • Scott M. McCluney
      • Amie S. Baty, CFA
      • W. Hal Scott, II
    • Administration
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    • Portfolio Administrators
    • Trading
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Wayne Wilbanks on Bloomberg

Our Team

The breadth and depth of our experience is the catalyst for the ongoing development and refinement of our investment strategies.

Our portfolio management team includes individuals with backgrounds in commercial and investment banking, investment consulting, financial planning, brokerage and trading in both the equity and fixed income markets.

  • Principals
    • Wayne F. Wilbanks, CFA
    • Lawrence A. Bernert, III, CFA
    • T. Carl Turnage, CFP, CTFA, AWMA
    • D. J. Kyle Elliott, CFP
    • Mark R. Warden
  • Management
    • Roger H. Scheffel Jr., CPA, PFS
    • Thomas F. McNally, CMT, CFA
    • John N. Duy, CFA, CPA
    • Theresa A. Garber
  • Analysts
    • Scott M. McCluney
    • Amie S. Baty, CFA
    • W. Hal Scott, II
  • Administration
    • Maggie Nolan
    • Chandra Vaughan
  • Client Administrators
    • Kristina Malleck
    • MacKenzie Moorhouse
    • Suzanne O'Donnell
    • Brianna Shughrou
    • Margie Wong
  • Portfolio Administrators
    • Shelley Johnson
    • Sarah Larkin
    • Jon Mahan
    • Lepresca Martin
  • Trading
    • Heather Mansfield
    • Cory West
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