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Elizabeth Ellis Snyder

Advisor at Truist Advisory Services — California, MD

Updated today

Credentials

Series 66

Experience

3 years

Location

California, MD 20619

Truist Advisory Services logo

Truist Advisory Services

Enterprise

Total advisors

1,983

Across 654 offices

Clients per advisor

64 Typical

Avg AUM per client

$560,278 Typical

HNW client ratio

26% High

About

Elizabeth Snyder is a Series 66-credentialed financial advisor with two years of industry experience, currently with Truist Advisory Services. Prior to this, she worked at Truist Investment Services and Bb&T Bank for a combined 22 years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by third-party platforms and AI-enabled equity research.

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

California, MD

45156 First Colony Way

California MD 20619

Advisors at this office

1

Most active in

Maryland

Work history

3 years of industry experience

TRUIST ADVISORY SERVICES, INC

2025 - Present • 1 year

California, MD

Truist Investment Services, INC.

2022 - Present • 4 years

California, MD

UnEmployed

2021 - 2022 • 1 year

Lusby, MD

Bb&T Bank

2003 - 2021 • 18 years

California, MD

Disclosures

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

Business activities & affiliations

Antonio B

Series 63, Series 65

Mechanicsville, MD

Avadim: Financial, Limited Liability Company

Antonio Batiste is a financial advisor at Avadim: Financial, Limited Liability Company with Series 63 and Series 65 credentials and over one year of experience in the financial services industry. His prior roles include positions at Northwestern Mutual Investment Management and JD Power via Kforce Staffing. Outside of his advisory work, he is involved with A Healthy Peace of Mind LLC, a business he has been associated with since 2024. Avadim: Financial provides financial planning and investment advisory services to individuals, families, and small-to-medium sized businesses, using a three-phase planning process combined with risk assessment to guide investment recommendations. The firm offers both non-discretionary advice and discretionary portfolio management only after clients complete its planning intake and serves working-class clients with a variety of payment options.

General retirement planning Wealth management Life insurance needs analysis Disability insurance Business Financial Management Founder/Business Owner Financial Professional Consultant African Americans/Black Financial coaching / therapy
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Benjamin B

Series 66

Solomons, MD

Fountainhead Fiduciary, LLC

Benjamin Barbour is a financial advisor with Fountainhead Fiduciary, LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Kalos Capital, Inc. and Arete Wealth Management, LLC. He is also a partner in Fountainhead Tax, LLC, where he provides tax planning and business operations oversight. Fountainhead Fiduciary, LLC is a state-registered investment adviser serving a limited number of clients with discretionary investment management, third-party manager selection, comprehensive financial planning, and estate-planning support. The firm employs a variety of fundamental, quantitative, technical, and macroeconomic strategies and offers insurance recommendations through an affiliated agency.

General retirement planning ESG / Sustainable investing Active portfolio management Founder/Business Owner
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Edward R

Series 65

Lexington Park, MD

Deak Reynolds Company

Edward Reynolds is the sole advisor at Deak Reynolds Company, an independent firm based in Lexington Park, MD. He holds a Series 65 designation and has 24 years of industry experience. In addition to his advisory role, Reynolds maintains a private law practice as a sole practitioner. Deak Reynolds Company provides discretionary investment management and limited consulting services to individuals and high-net-worth clients. The firm constructs personalized asset allocations using mutual funds, ETFs, and individual securities, employing a combination of fundamental, technical, charting, and cyclical analysis to support both long- and short-term investment strategies.

Wealth management
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Abigail W

CFP®

California, MD

BMSS Wesson Wealth Solutions

Abigail Waddell is a CFP® professional with four years of industry experience, currently serving as an advisor at BMSS Wesson Wealth Solutions. She has been with the BMSS family of firms since 2015, including BMSS, LLC and its affiliated entities. BMSS Wesson Wealth Solutions provides investment advisory and wealth management services to individuals, families, estates, trusts, charitable foundations, and institutional clients. The firm integrates investment management with accounting and consulting services through its parent company, BMSS LLC, and emphasizes tailored portfolio implementation supported by affiliated registered advisers and advanced reporting platforms.

Private / alternative investments Business succession planning Founder/Business Owner Executive Religious/faith focused
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Joseph C

Series 65

California, MD

Innovative Wealth Building LLC

Joseph Chavel is a Series 65-licensed advisor with Innovative Wealth Building LLC, bringing one year of industry experience. Prior to joining the firm, he served in the United States Marine Corps and held positions at NAVAIR and PAE. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a client-specific approach using Investment Policy Statements and generally pursues long-term trading based on fundamental analysis and modern portfolio theory.

Options & derivatives strategies Private / alternative investments Annuities
user avatar

Jennifer H

Series 65, Series 63

California, MD

Innovative Wealth Building LLC

Jennifer Hill is a financial advisor at Innovative Wealth Building LLC with 11 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at First Command Advisory Services, Inc. and First Command. Hill is also an independent licensed insurance agent who occasionally offers insurance products to advisory clients. Innovative Wealth Building LLC is a team-based registered investment adviser managing approximately $657 million in discretionary assets. The firm provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations, employing long-term investment strategies grounded in fundamental analysis and modern portfolio theory.

Options & derivatives strategies Private / alternative investments Annuities
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