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Douglas D
Series 63, Series 65
Morgantown, WV
Truist Advisory Services
Douglas Davis is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Truist Advisory Services since 2021 and previously worked at BB&T Investment Services and Bb&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.
Patricia W
Series 63, Series 65
Morgantown, WV
Truist Advisory Services
Patricia Watson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with Truist and its predecessor firms since 2013, including Bb&T Bank where she worked for 25 years. Outside of her advisory role, she serves on the boards of the Foundation of Monongalia General Hospital and WV Philanthropy, a nonprofit supporting grantmakers and charitable efforts in West Virginia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and consulting, supported by AI-enabled equity research and a structured manager-selection program.
Angela H
Series 66
Morgantown, WV
Truist Advisory Services
Angela Holdsworth is a financial advisor at Truist Advisory Services with nine years of industry experience. She holds a Series 66 designation and has been with Truist and its predecessor entities since 2017, including positions at BB&T and Truist Investment Services. 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 and non-discretionary manager relationships, utilizes third-party platforms and AI-enabled research tools, and integrates services across its affiliated broker-dealer and bank.
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