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Glenn I
Series 63, Series 65
Clemson, SC
Truist Advisory Services
Glenn Interiano is a financial advisor with Truist Advisory Services holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Wells Fargo Bank, J.P. Morgan Securities, and Wells Fargo Clearing Services. Outside of his advisory work, he serves as Treasurer for The Church of the Living God, the Light of the World in Lexington, Georgia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.
Viet Bac N
Series 66
Richmond, VA
Truist Advisory Services
Viet Bac Nguyen is a Series 66 licensed advisor at Truist Advisory Services with 15 years of industry experience. He has worked at Truist Advisory Services and its predecessor entities since 2013 and previously spent a year at Long and Foster. Outside of his advisory role, Nguyen works as a driver for Uber. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its AMC Advantage manager-selection program.
Robert Z
CFA®
New York, NY
Truist Advisory Services
Robert Zimmerman is a CFA® charterholder with nine years of industry experience. He has worked at Truist Advisory Services since 2017 and previously spent nine years at Bank of America. Outside of his advisory role, he manages a condominium rental property in New Jersey. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies, supported by AI-enabled research tools and inter-affiliate integration.
Rebecca B
Series 63, Series 65
Panama City, FL
Truist Advisory Services
Rebecca Bromley is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and 13 years of industry experience. She has worked extensively in advisory and banking roles at firms including Wells Fargo and Bank of America prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary strategies supported by third-party platforms and AI-enhanced research.
Aarti S
Series 63, Series 65
Haymarket, VA
Truist Advisory Services
Aarti Sethi is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and seven years of industry experience. She has been associated with various SunTrust entities since 2015. Outside of her advisory role, she co-owns rental properties with minimal management involvement. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary strategies supported by inter-affiliate platforms and AI-enabled research, with a focus on manager selection and fiduciary support.
Steven B
ChFC®, Series 63, Series 66
Saint Albans, WV
Truist Advisory Services
Steven Blank is a financial advisor with Truist Advisory Services in Saint Albans, WV, holding the ChFC® designation along with Series 63 and 66 licenses. He has 14 years of industry experience and has worked at Truist Advisory Services since 2018, including roles at Bb&T Securities and Modern Woodmen of America. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs using a combination of discretionary and non-discretionary approaches, supported by AI-enabled research and inter-affiliate resources.
Isaac M
CFP®, Series 66
Atlanta, GA
Truist Advisory Services
Isaac Monell is a CFP® with 13 years of experience in financial advisory roles. He currently works at Truist Advisory Services and has previously held positions at SunTrust Investment Services and Northwestern Mutual Investment Management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled tools to support investment decisions.
Jennifer B
Series 63, Series 65
King of Prussia, PA
Truist Advisory Services
Jennifer Burkhardt is a financial advisor at Truist Advisory Services with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Truist-affiliated firms since 2016, including Truist Advisory Services and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches alongside AI-enabled research tools and inter-affiliate integration.
Nicole R
Series 66
Cape Coral, FL
Truist Advisory Services
Nicole Randolph is a financial advisor with Truist Advisory Services in Cape Coral, FL, holding a Series 66 license and eight years of industry experience. Her career includes roles at Truist and its predecessor firms, as well as PNC Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program supported by a combination of discretionary and non-discretionary investment strategies.
Brian R
CFP®
Bethesda, MD
Truist Advisory Services
Brian Ruther is a CFP® professional with seven years of industry experience, currently serving at Truist Advisory Services since 2021. His prior experience includes roles at SunTrust Advisory Services, SunTrust Bank, and Wells Fargo. He also serves as an adjunct instructor at George Washington University, teaching undergraduate courses in finance and leadership development. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.
Frank P
CFP®, Series 63, Series 65
Atlanta, GA
Truist Advisory Services
Frank Pittman IV is a CFP® professional with 27 years of experience in financial advisory. He is currently with Truist Advisory Services and has held positions at Truist Investment Services, SunTrust Advisory Services, Bank of America, and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and a manager-selection program through third-party relationships. The firm integrates discretionary and non-discretionary investment approaches supported by AI-enabled research tools and inter-affiliate service arrangements.
Blair H
Series 63, Series 65
Statesville, NC
Truist Advisory Services
Blair Homesley is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, following over two decades at Bb&T Investment Services and three years at Bb&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary strategies, utilizes third-party platforms and managers, and integrates inter-affiliate resources to support its client offerings.
Edwin P
Series 63, Series 65
Marietta, GA
Truist Advisory Services
Edwin Pinigis III is a financial advisor with Truist Advisory Services in Marietta, GA, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at BB&T Securities, PNC Investments, and Davenport & Company LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration within the Truist enterprise.
Hernan F
Series 63, Series 65
Tampa, FL
Truist Advisory Services
Hernan Fonseca is a financial advisor at Truist Advisory Services with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Nationwide Investment Services, Symetra Life Insurance Company, and Symetra Securities. He is based in Tampa, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of solutions including asset allocation, fiduciary support, and third-party manager selection through its AMC Advantage program, utilizing a combination of discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate integration.
Larranne W
Series 63, Series 65
Roanoke, VA
Truist Advisory Services
Larranne Wood is a financial advisor with Truist Advisory Services in Roanoke, VA, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at SunTrust Investment Services since 2017 and has been affiliated with SunTrust Bank since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through discretionary manager relationships and consulting supported by AI-enabled research tools and supervisory oversight.
Mayada S
Series 63, Series 66
Winter Park, FL
Truist Advisory Services
Mayada Soufan is a financial advisor with Truist Advisory Services in Winter Park, FL, holding Series 63 and Series 66 designations and having 14 years of industry experience. She has worked with Truist Advisory Services and its affiliated firms since 2016. Outside of her advisory role, she serves in honorary capacities related to her husband's automotive sales and home building businesses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches, supported by third-party manager relationships and AI-enabled research tools.
Maria V
Series 66
Marietta, GA
Truist Advisory Services
Maria Vazquez is a financial advisor with Truist Advisory Services in Marietta, GA, holding a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a combination of discretionary and non-discretionary investment management, leveraging third-party platform relationships and AI-enabled equity research to support manager selection and portfolio oversight.
Tabitha W
Series 63, Series 65
Richmond, VA
Truist Advisory Services
Tabitha Watson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. She previously worked at Sterne Agee in various capacities from 2011 to 2022 before joining Truist in 2022. Outside of her advisory role, she is a 50% partner in a property renovation and flipping business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships, supported by AI-enabled research tools and inter-affiliate integration with Truist Investment Services and Truist Bank.
Martin M
Series 63, Series 66
Columbia, SC
Truist Advisory Services
Martin McClure is a financial advisor at Truist Advisory Services with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Truist Advisory Services since 2018, including predecessor firms such as BB&T Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.
Sal G
Series 63, Series 65, Series 66
Merritt Island, FL
Truist Advisory Services
Sal Gianfortune is a financial advisor with Truist Advisory Services, holding Series 63, Series 65, and Series 66 designations and totaling 33 years of industry experience. He has been with Truist Advisory Services and its affiliated firm, Truist Investment Services, since 2016. Outside of his advisory role, he is a partner in a family holding company established for the protection and administration of his brother’s private residence. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a structure that integrates multiple affiliated entities to deliver its services.
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