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Jonathan W
Series 66
Cary, NC
Truist Advisory Services
Jonathan Walker is a financial advisor with Truist Advisory Services in Cary, NC, holding a Series 66 designation and three years of industry experience. He has worked at Truist Investment Services and Truist Advisory Services since 2022 and was previously employed by Truist Bank for ten years. Outside of his advisory role, he manages a small beekeeping operation with his wife, producing honey, flowers, and produce. 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 AI-enhanced research and inter-affiliate integration with Truist Investment Services and Truist Bank.
James S
Series 66
Cary, NC
Truist Advisory Services
James Shaughnessy II is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 19 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and at SunTrust Investment Services, Inc. since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate platforms, to deliver comprehensive investment solutions.
Matthew M
CFP®, Series 63
Cary, NC
Truist Advisory Services
Matthew Malone is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. His prior experience includes roles at BB&T Bank, BB&T Investments, and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, and integrates services across its affiliated entities.
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