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Angela T
Series 63, Series 65
Gastonia, NC
Truist Advisory Services
Angela Thomas is a financial advisor with Truist Advisory Services in Gastonia, NC, holding Series 63 and Series 65 licenses and nine years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of her advisory work, she owns two ventures focused on creating organizational apps and wellness resources for women and families. Truist Advisory Services delivers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base including individuals, corporations, and charitable organizations. The firm employs a combination of traditional research and AI-enabled tools to support asset allocation and manager selection, offering ongoing client reviews and reporting.
Hugh R
Series 63, Series 66
Gastonia, NC
Truist Advisory Services
Hugh Renwick is a financial advisor at Truist Advisory Services with 41 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various Truist-related entities since 1996, including BB&T Investment Services and Bb&T Securities. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers ongoing client reviews and reporting through its extensive network of affiliated financial relationships.
Aaron M
Series 66
Gastonia, NC
Truist Advisory Services
Aaron Moore is a financial advisor at Truist Advisory Services with one year of industry experience. He holds a Series 66 designation and has worked in various roles within the Truist organization since 2018. Prior to entering financial services, he was involved in an automotive detailing business. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers a range of advisory programs through its affiliation with Truist Financial and associated entities.
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