user avatar

Melanie Huff Chenault

Advisor at Truist Advisory Services — Lynchburg, VA Main St

Updated today

Credentials

Series 66, Series 63

Experience

30 years

Location

Lynchburg, VA

Truist Advisory Services logo

Truist Advisory Services

Enterprise

Total advisors

1,974

Across 647 offices

Clients per advisor

64 Typical

Avg AUM per client

$560,278 Typical

HNW client ratio

26% High

About

Melanie Chenault is a financial advisor with Truist Advisory Services in Lynchburg, VA, holding Series 63 and Series 66 credentials and over 30 years of industry experience. Her prior roles include positions at BB&T Securities, HSC Wealth Advisors, Northwestern Mutual Investment Management, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of her advisory work, she serves as the President of the Laxton Square Homeowner's Association. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and manager-selection programs implemented through a combination of discretionary and non-discretionary strategies.

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

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

Lynchburg, VA Main St

810 Main St, Ste 100

Lynchburg VA 24504

Advisors at this office

4

Most active in

Virginia

Work history

30 years of industry experience

Truist Investment Services, INC.

2026 - Present • 1 year

Lynchburg, VA

Truist Investment Services, INC.

2025 - 2026 • 1 year

Lynchburg, VA

TRUIST ADVISORY SERVICES, INC

2023 - Present • 3 years

Lynchburg, VA

Truist Investment Servicesinc

2023 - 2025 • 2 years

Lynchburg, VA

Truist Advisory Services

2021 - 2023 • 2 years

Lynchburg, VA

Truist Investment Services, INC.

2021 - 2023 • 2 years

Lynchburg, VA

BB&T Securities

2019 - 2021 • 2 years

Lynchburg, VA

HSC Wealth Advisors

2014 - 2019 • 5 years

Forest, VA

Northwestern Mutual Investment Management

2009 - 2014 • 5 years

Lynchburg, VA

Citigroup Global Markets

2006 - 2008 • 2 years

Legg Mason Wood Walker, Incorporated

2005 - 2006 • 1 year

Lynchburg, VA

Banc Of America Investment Services, Inc.

2003 - 2005 • 2 years

Lynchburg, VA

Truist Investment Services, INC.

2002 - 2003 • 1 year

Lynchburg, VA

Disclosures

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

Business activities & affiliations

user avatar

Kenneth B

ChFC®

Lynchburg, VA

Kenneth Dean Bennett

Kenneth Bennett is a ChFC®-designated financial advisor with 12 years of industry experience. He is the sole advisor at Kenneth Dean Bennett, an independent firm based in Lynchburg, VA. In addition to his advisory work, he is a partner in Wellness by Design LLC, a business that sells nutritional products. Kenneth Dean Bennett provides comprehensive financial planning services to individuals and small business entities, focusing on retirement planning, tax management, estate and business succession planning, insurance and risk management, and education funding. The firm offers educational seminars and emphasizes asset-allocation recommendations, risk-tolerance and cash-flow analyses, and periodic plan reviews, while clients maintain control over trade implementation.

General retirement planning General estate planning guidance General tax planning
user avatar

Kurt C

CFP®, Series 63, Series 65

Lynchburg, VA

Harvest - Faith-Based Investing

Kurt Cornfield is a CFP® professional with 39 years of industry experience, currently serving as the sole advisor at Harvest - Faith-Based Investing. He has previously worked at Merrill and Bank of America, N.A., and has taught at Liberty University’s School of Business since 2010. In addition to his advisory work, he is involved with Harvest App LLC. Harvest offers automated, discretionary investment management through a digital platform designed for Christian investors seeking values-aligned portfolios. The firm utilizes third-party registered investment managers and algorithm-driven portfolio matching to provide ETF-based models that emphasize biblical principles, impact investing, and risk management across asset classes.

ESG / Sustainable investing Passive / index investing Active portfolio management Religious/faith focused

John H

CFP®

Lynchburg, VA

Lynchburg Wealth Management

Proper financial planning begins with understanding you, your family, and your life. We take the time to learn what’s important to you and then build a plan designed to help you reach your goals with confidence.

General retirement planning Doctor or Medical Professional Young Professionals
user avatar

Allan M

Series 66

Lynchburg, VA

Servus Capital Management

Allan Malina is a financial advisor at Servus Capital Management with 23 years of industry experience. He has held prior roles at Merrill and Morgan Stanley. Malina holds a Series 66 designation and has been with Servus Capital Management since 2009. Servus Capital Management provides financial planning and portfolio management services to individuals, high-net-worth investors, corporations, retirement plans, and charitable organizations. The firm uses a rules-based investment approach supported by a proprietary Quantitative Portfolio Management system and serves a notably large and diverse client base for its category.

Passive / index investing
user avatar

John M

Series 65

Forest, VA

City Capital Management L.L.C.

John Martin is a financial advisor with City Capital Management L.L.C., holding a Series 65 designation and 21 years of industry experience. He has been with City Capital Management since 2000, serving as the firm's sole advisor. City Capital Management provides investment supervisory and portfolio management services primarily to individuals and corporate entities. The firm employs a combination of fundamental equity research and technical price charting and invests across various securities, maintaining client accounts through Charles Schwab.

Passive / index investing Options & derivatives strategies Active portfolio management
user avatar

Laura O

Series 65

Forest, VA

Investment Leadership, LLC

Laura O'neil is a financial advisor at Investment Leadership, LLC with 5 years of industry experience. She holds a Series 65 designation and has worked at Investment Leadership since 2013. Outside of advising, she is an administrative and office manager for Shamrock Construction Enterprises, Inc., a residential construction company. Investment Leadership provides portfolio management, financial planning, and consulting services to individuals, trusts, foundations, endowments, and corporations. The firm serves both high-net-worth and non-HNW clients, using a mix of fundamental and technical analysis with a macroeconomic overlay to construct individualized asset allocation guidelines and investment policy statements.

Multi-generational wealth transfer
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")