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Gail T
Series 63, Series 65
Memphis, TN
Truist Advisory Services
Gail Tencer is a financial advisor at Truist Advisory Services with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various Truist-affiliated firms since 2011. 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-enabled research tools and inter-affiliate integration, to deliver its investment solutions.
H T
Series 66
Memphis, TN
Truist Advisory Services
H Thompson is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 28 years of industry experience. He has been with Truist Advisory Services since 2016 and Truist Investment Services since 2009. Outside of his advisory role, he is a partner in several LLCs involved in operating Hotworx exercise studios in Arkansas. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager selection services, utilizing a combination of discretionary manager relationships and consulting supported by AI-enabled research and inter-affiliate integration.
Stanley M
Series 66, Series 63
Memphis, TN
Truist Advisory Services
Stanley Mckinney II is a financial advisor at Truist Advisory Services with nine years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Truist Bank and its affiliated entities since 2014. 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 a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.
Grayson P
Series 63, Series 66
Memphis, TN
Truist Advisory Services
Grayson Pruitt is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. Prior to joining Truist in 2020, he worked at TIAA from 2014 to 2020. He serves as a board member of the Orpheum Theatre Group, which focuses on utilizing the performing arts to serve and educate the community while preserving historic venues in Memphis, TN. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager selection programs that combine discretionary and non-discretionary approaches with integrated inter-affiliate resources.
Catherine M
Series 66
Memphis, TN
Truist Advisory Services
Catherine Mccarter is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 designation and has previously worked at Raymond James & Associates and Truist Bank. Prior to her financial services career, she worked at Centerstone and Frothy Monkey. 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 uses AI-enabled tools in its equity research.
Jonathan E
CFA®
Memphis, TN
Truist Advisory Services
Jonathan Edwards is a CFA® charterholder with seven years of experience in the financial industry. He has worked at Truist Advisory Services since 2019, following prior roles at First Tennessee Bank N.A. He is based in Memphis, TN. 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 mix of discretionary manager relationships and non-discretionary consulting, supplemented by AI-enabled research tools and inter-affiliate integration features.
Andrew S
Series 66
Memphis, TN
Truist Advisory Services
Andrew Stolnicki is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Truist Advisory Services since 2016 and has been affiliated with Truist Investment Services, Inc. since 2013. 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, and fiduciary support, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled equity research tools.
Hunter M
Series 66
Memphis, TN
Truist Advisory Services
Hunter Mills is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 16 years of industry experience. He has worked at Truist Investment Services since 2021 and previously at Jackson National Life Distributors from 2014 to 2021. 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, utilizing a mix of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.
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