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Anthony D
Series 63, Series 66
Columbia, SC
Truist Advisory Services
Anthony Del Priore is a financial advisor with Truist Advisory Services in Columbia, SC, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has worked at Truist Advisory Services and related Truist entities since 2017, with prior experience at Wells Fargo Advisors from 2009 to 2016. Outside of his advisory work, he serves as a high school wrestling referee. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and an integrated inter-affiliate platform structure.
Holli M
CFP®, Series 66
Columbia, SC
Truist Advisory Services
Holli Milliken is a CFP® professional with 24 years of industry experience, currently affiliated with Truist Advisory Services. Her career includes roles at LPL Financial and First Citizens Asset Management. Milliken holds a Series 66 license and works out of Columbia, SC. 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 solutions and utilizes third-party platforms and AI-enhanced research to support its manager selection and oversight processes.
Eric G
CFP®, Series 63, Series 65
Columbia, SC
Truist Advisory Services
Eric Gluse is a CFP® professional with 37 years of experience in the financial advisory industry. He is currently with Truist Advisory Services, where he has worked since 2021, following prior roles at Bb&T Securities and Bbtis. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships, supported by third-party platforms and an AI-enhanced equity research team, to deliver tailored investment solutions.
John H
CFP®, Series 63, Series 65
Columbia, SC
Truist Advisory Services
John Hudgens III is a CFP® with 22 years of experience in the financial services industry. He has been with Truist Advisory Services since 2019, including roles at its affiliated entities, and previously worked at BB&T. He serves on the boards of The Citadel Real Estate Foundation and the Prisma Foundation, contributing to real estate asset management and community healthcare support. 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 third-party platforms and AI-enabled research tools.
Stokes S
CFP®, Series 63, Series 65
Columbia, SC
Truist Advisory Services
Stokes Shealy Jr. is a CFP® professional with 30 years of industry experience, currently serving at Truist Advisory Services since 2019. His prior experience includes roles at BB&T Securities and Wells Fargo Advisors. Outside of his advisory work, Shealy is involved in several community organizations, including a past presidency of the Rotary Club of Forest Acres and leadership roles in local business and charitable groups. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager arrangements supported by AI-enabled research and inter-affiliate integration.
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.
John M
Series 65, Series 63
Columbia, SC
Truist Advisory Services
John Marshall is a financial advisor with Truist Advisory Services in Columbia, SC, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at Truist Advisory Services and related entities since 2021 and previously held roles at Wells Fargo Clearing Services and Wells Fargo Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support investment decisions.
Elaine R
Series 63, Series 65
Columbia, SC
Truist Advisory Services
Elaine Raines is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She previously worked with BB&T Securities, LLC and Scott & Stringfellow. 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 that integrates discretionary manager relationships with third-party platforms and AI-enabled research tools.
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