Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Lavonne S
Series 66
Fayetteville, NC
Truist Advisory Services
Lavonne Sprague is a financial advisor at Truist Advisory Services with three years of industry experience. She holds the Series 66 designation and has worked in various capacities at Truist Advisory Services, Truist Investment Services, D.A. Davidson & Co., Truist Bank, and BB&T. 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 manager-selection programs, utilizing both discretionary and non-discretionary strategies supported by AI-enabled research and extensive inter-affiliate integration.
Sheena W
Series 66
Fayetteville, NC
Truist Advisory Services
Sheena Wells is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has nine years of industry experience, including roles at Truist Advisory Services, TRUIST Investment Services, Inc., Bb&T Securities, and Wellington Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.
William V
Series 66
Fayetteville, NC
Truist Advisory Services
William Vickers is a financial advisor with Truist Advisory Services, holding a Series 66 designation and three years of industry experience. Prior to joining Truist in 2026, he worked at Edward Jones for three years and spent six years with Cumberland County Schools. He also had involvement with Round-A-Bout Skating Centers for nine years. Truist Advisory Services provides investment consulting and advisory services to a range of clients including individuals, corporate and business entities, retirement plan sponsors, and charitable organizations. The firm’s approach integrates discretionary and non-discretionary strategies, supported by third-party platform relationships and AI-enabled research tools.
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.
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")
Finding advisors...
Find a financial advisor
Based on your filters