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Angela M Oestreicher

Advisor at Truist Advisory Services — Brooksville, FL Cortez Blvd

Updated today

Credentials

Series 66

Experience

2 years

Location

Brooksville, FL 34613

Truist Advisory Services logo

Truist Advisory Services

Enterprise

Total advisors

1,946

Across 643 offices

Clients per advisor

65 Typical

Avg AUM per client

$560,278 Typical

HNW client ratio

26% High

About

Angela Oestreicher is a financial advisor at Truist Advisory Services with two years of industry experience. She holds the Series 66 designation and previously worked at Merrill and SunTrust/Truist Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation analysis, fiduciary support, and a manager-selection program. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled tools and inter-affiliate integration.

Client services

Based on Truist Advisory Services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals
Wrap fee product and financial profiling services using desktop software

Occupation focus

Based on Truist Advisory Services

Founder/Business Owner Executive

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Fee options

Percentage

$0 - $100,000: 2.25% $100,001 - $250,000: 2.20% $250,001 - $500,000: 2.15% $500,001 - $1,000,000: 2.00% $1,000,001 - $2,000,000: 1.85% $2,000,001 - $5,000,000: 1.75% $5,000,001 - $10,000,000: 1.65% $10,000,001 - $25,000,000: 1.50% $25,000,001+: 1.45%

Other

Account minimum: $100,000 Minimum fee: Plan Sponsor Services base fee of $2,500 annually for new plans Fee-only: Negotiable fixed or asset-based fees available for Consulting Services

Location

See office

Brooksville, FL Cortez Blvd

13137 Cortez Blvd

Brooksville FL 34613

Advisors at this office

1

Most active in

Florida

Work history

2 years of industry experience

Truist Advisory Services, INC

2025 - Present • 1 year

Brooksville, FL

TRUIST INVESTMENT SERVICES, iNC

2025 - Present • 1 year

Brooksville, FL

Merrill

2022 - 2025 • 3 years

Brooksville, FL

Suntrust/Truist Bank

2015 - 2022 • 7 years

Land O Lakes, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Patrick M

CFP®, Series 65

Spring Hill, FL

Dougherty Investment Advisors

Patrick A. Manconi, CFP®, serves as Senior Financial Advisor of Dougherty Investment Advisors, where he takes a disciplined and data-driven approach to financial advising. He works with clients to develop efficient and actionable financial plans tailored to their unique goals and priorities. As a fee-only fiduciary, Patrick provides objective advice in retirement planning, investment management, tax-efficient wealth strategies, and estate planning. His mission is to equip his clients with the tools they need to reduce financial stress and pursue their goals with confidence. Early in his career, Patrick became one of the youngest CERTIFIED FINANCIAL PLANNER® professionals in the country after completing the CFP Board’s education, examination, ethics, and professional experience requirements at the age of 23. He is currently pursuing a Master of Business Administration degree with a concentration in Finance from the New York University Stern School of Business. A third-generation Tampa Bay native, Patrick was born in Spring Hill and raised in Tampa. He earned dual Bachelor of Science degrees in Finance and Computer Engineering from the University of South Florida, graduating cum laude with both degrees. He competed as a Division I student-athlete on the USF Bulls football team and was named to the American Athletic Conference All-Academic Team. He is the son of decorated Vietnam veteran Sgt. Thomas Manconi and the grandson of Vince Vanni, a local educator and former president of The Greater Hernando County Chamber of Commerce. Patrick is inspired by his family’s longstanding commitment to service, education, and business leadership. Outside of the office, Patrick enjoys following USF athletics, staying active, volunteering, and spending time with family and friends. He is actively involved in the Hernando County community and serves on the board of a local nonprofit organization.

General retirement planning General tax planning Cash flow / budgeting Wealth management Inherited wealth Retired Self-Employed Sales Professional Dentist Engineering Professional Mid-Career Professionals Approaching retirement Established Professionals Retired Baby Boomers (Born 1946-1964)
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Jordan D

CFP®, Series 63, Series 65

Spring Hill, FL

Glow Financial Planning LLC

Jordan Drinkhouse is a CFP® professional at Glow Financial Planning LLC with four years of industry experience. He has previously worked at Xena Financial Planning, ENOW Financial, and Nationwide Investment Services Corp among other firms. Glow Financial Planning LLC is an independent registered investment adviser serving individuals and high-net-worth clients. The firm offers fee-only financial planning and investment management focused on Modern Portfolio Theory, asset allocation, and passive investing through index funds and ETFs.

Business ownership considerations Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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Ryan T

Series 65

Spring Hill, FL

Tower Wealth Planning

Ryan Tower is a Series 65-credentialed advisor with Tower Wealth Planning in Spring Hill, FL. He has been with Tower Wealth Planning since 2026 and has prior experience with Marten Transport and the University of South Florida. Tower Wealth Planning provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a fee-only model and focuses on asset allocation tailored to client goals using a mix of passive and active investments, while also offering comprehensive financial planning on a recurring or project basis.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General tax planning Wealth management
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John D

Spring Hill, FL

Dougherty Investment Advisors

John Dougherty is a financial advisor at Dougherty Investment Advisors with 28 years of industry experience. He has been involved with John Archer Dougherty, Inc., a holding company where he serves as director and owner since 2003, and has worked with Dougherty & Associates, LLC since 1989. Dougherty Investment Advisors is a team-based firm managing approximately $114 million for around 180 clients, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis to construct diversified portfolios and offers discretionary management alongside comprehensive financial planning services.

General retirement planning General tax planning Cash flow / budgeting Wealth management
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Owen B

Series 65

Spring Hill, FL

Campbell & Company Wealth Management, LLC

Owen Burne is a financial advisor at Campbell & Company Wealth Management, LLC with a Series 65 credential and no prior industry experience. His background includes service in the United States Air Force and the Air Force Reserves, as well as work at the University of South Florida. Campbell & Company Wealth Management offers tailored investment management and comprehensive financial planning to individual clients, focusing on areas such as retirement, estate and tax planning, and cash-flow management. The firm primarily uses a passive investment approach with index funds and ETFs, supported by fundamental and cyclical analysis, and partners with an unaffiliated sub-adviser for portfolio implementation.

Cash flow / budgeting College savings (529s, UTMA, etc.)
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John M

Series 65

Spring Hill, FL

Campbell & Company Wealth Management, LLC

John Macho is a financial advisor with Campbell & Company Wealth Management, LLC in Spring Hill, FL. He holds a Series 65 designation and has one year of industry experience. Prior to his current role, he worked at Impact Partnership Wealth, LLC and THE Impact Partnership, LLC. Campbell & Company Wealth Management provides tailored investment management and comprehensive financial planning to individual clients, focusing on areas such as retirement, estate and tax planning, and cash-flow management. The firm primarily uses passive investment strategies with index funds and ETFs and engages an unaffiliated sub-adviser for portfolio implementation.

Cash flow / budgeting College savings (529s, UTMA, etc.)
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