tkaufman.bbtscottstringfellow.comBBTScottStringfellow

Back to Advisor Site Online Access Online Access GOAbout BB&T Scott & Stringfellow Office Locator Market Information Weekly Market Recap marketSHARE Retirement Planning Advisory Solutions Education Hub Calculators Investing Concepts Basic Investing tools Diversification How the Market Works Understanding Risk The Power of Compounding Links of Interest Glossary Disclosures Investment Philosophy Conservative, value-driven investing relies on diversification, a regular disciplined allocation, and rebalancing of assets. Working closely with high-tax-bracket clients allows Ted to customize their portfolio to help meet their needs for estate and retirement planning. By employing capital preservation strategies, Ted strives to produce substantial, consistent returns while utilizing tax-efficiency. Team Mission Statement We are committed to delivering the highest level of investment services to you and your loved ones. Business Experience Ted joined Scott & Stringfellow in May 1996 as a financial advisor. Over the past quarter of a century, he’s become one of the top ranking advisors within the firm. Because of his long-term relationship with BB&T Scott & Stringfellow and familial ties to the region, Ted works with multigenerations of families to achieve financial security and create legacies. Based on client input and financial needs, Ted provides full financial service advice starting with retirement and estate planning. He incorporates life and health insurance along with long-term care planning as part of his comprehensive financial planning to meet his clients’ financial security needs. His peers respect Ted for his product knowledge and understanding of the market. As a past contributor to the Virginian Pilot and current contributor to the Jewish News , Ted shares his professional knowledge with their subscribers. Recognized by Hampton Roads Magazine , Ted was selected a Five Star Wealth Manager in 2011. Family Experience Ted comes from a long familial relationship with financial and estate planning in the Hampton Roads Region. His grandfather, Charles L. Kaufman, was a founding partner of the tax law firm of Kaufman & Canoles. His father, George M. Kaufman, along with Ted’s uncle, Charles L. Kaufman, Jr., founded Kaufman Brothers, Inc., a private investment firm that later became BB&T Scott & Stringfellow’s first Hampton Roads branch. Personal A third-generation resident of Hampton Roads, Ted likes to spend time kayaking the various waterways and ocean in Hampton Roads. He also enjoys spending time with his son, Chuck, and reading science fiction and economic history. Ted believes in supporting the community where he was raised by sharing his time with the Ohef Sholom Temple, various medical organizations, WHRO public radio, and television along with other community service organizations. In 2005, he received the Kurt Rosenbach Award for volunteer leadership. He was recruited and won the 2011 United Way Dancing with the Stars” competition. Because of his service in the community, Ted received the Henry B. Kaufmann Award for community service along with the Jewish Community Hero in 2011. Education Old Dominion University, Professional Financial Planner, 2003 College of William & Mary, Mason School of Business, MBA, 1989 Brandeis University, bachelor’s degree in economics, 1984 Norfolk Academy, diploma, 1980 Licenses FINRA series 7, 31, 63, and 65 securities registrations Life, health, annuity and long-term care insurance Community Service Vice president, Kaufman Center for Heart Failure; the Cleveland Clinic, 2001-Present Former president and various positions with the executive committee, Ohef Sholom Temple, 2003- Present Planning Giving committee, WHRO TV and radio, 2005-2018 Development committee, Eastern Virginia Medical School, 1997-2012 Board member, Virginia Opera, 1995-2002 Board member, Lee’s Friends: Helping People Live with Cancer, 1997-2002 Development consultant, Physicians for Peace, 1995-1999 Capital Campaign committee, Virginia Zoological Society, 1997-1999 Client Service Associate Tina Cordrey has assisted Ted since 2012. Tina has more than 34 years’ experience in the financial services industry. She was awarded the Outstanding Sales Assistance award by the firm in 2007. Tina maintains her high standard of care and service for their clients today. Tina loves spending time with her family and grandchild and is an active member of her church. She also actively promotes Leukemia awareness in the community. Edward Kaufman Senior Vice President Financial Advisor Norfolk, VA 500 E. Main St., STE 300 Norfolk , VA 23510 P: (757) 446-6880 Email BrokerCheck Publications of Interest marketSHARE Market Pulse Weekly Market Recap Market Perspective © 2020 BB&T Securities, Riverfront Plaza - West Tower 901 East Byrd Street, Richmond, VA 23219 | BB&T Privacy & Security 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. To learn more about the regulatory and financial services background of the firm and its current associates, please visit FINRA BrokerCheck . Click here to read all disclosures. BB&T Corporation is now Truist Financial Corporation. Learn...