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Daniel C
Series 66
Morganton, NC
Truist Advisory Services
Daniel Collinson is a Series 66-licensed financial advisor at Truist Advisory Services with four years of industry experience. He has been with Truist and its affiliated entities since 2022, following an 18-year tenure at Truist itself. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to support asset allocation, manager selection, and ongoing client reviews.
Laura C
Series 63, Series 66
Morganton, NC
Truist Advisory Services
Laura Chatham is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked with Truist and its predecessors since 2000, including BB&T Bank and BB&T Securities. Outside of finance, she owns and operates a photography business specializing in family portraits and special event photography. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional research and AI tools to support asset allocation, manager selection, and ongoing client reviews.
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