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Michael M
Series 66
Knoxville, TN
Truist Advisory Services
Michael Mason is a financial advisor with Truist Advisory Services in Knoxville, TN, holding a Series 66 designation and seven years of industry experience. Before joining Truist Advisory Services and Truist Investment Services in 2018, he worked at the University of Tennessee Treasurer's Office and the University of Tennessee Knoxville. Truist Advisory Services provides investment consulting and advisory to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate services, to deliver its AMC Advantage manager-selection program and related fiduciary support.
Cynthia C
Series 63, Series 66
Knoxville, TN
Truist Advisory Services
Cynthia Crossen is a financial advisor with Truist Advisory Services in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has worked at Truist and its predecessors, including Suntrust Advisory Services and Scottrade, with a career spanning from 2004 to the present. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and research tools.
Sarah H
Series 66
Knoxville, TN
Truist Advisory Services
Sarah Hunter is a Series 66 licensed financial advisor with Truist Advisory Services in Knoxville, TN, and has four years of industry experience. Her career includes roles at Truist Investment Services and Suntrust, as well as time affiliated with the University of Tennessee Knoxville and the Webb School of Knoxville. 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 approaches, uses third-party platforms for manager selection and due diligence, and integrates inter-affiliate services across its enterprise.
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