Shannon Hudson is a financial advisor at Truist Advisory Services with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at BB&T and Bbtsec. Hudson is based in New Bern, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platform arrangements.

Taylor Whitford is a Series 66-licensed financial advisor with 19 years of industry experience. He has worked at Truist Advisory Services since 2021, following prior roles at Bb&T Securities, LLC and BB&T Investment Services, Inc. Outside of advising, Whitford is a co-owner of a boat slip rental business in Beaufort, North Carolina. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program that uses a combination of discretionary and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

David Wilkins is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His prior experience includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He is based in New Bern, NC. 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 and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment approach.

Timothy Garrett is a CFP® with 14 years of industry experience, currently serving at Truist Advisory Services. His prior roles include positions at Truist Investment Services and BB&T entities. Outside of his advisory work, he owns and manages concrete business equipment and commercial real estate through his LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Kayla Goins is a financial advisor with Truist Advisory Services, holding a Series 66 designation and four years of industry experience. She has worked at Truist Investment Services, Inc. since 2021 and was previously with BB&T/Truist from 2016 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Kathryn Giles is a financial advisor with Truist Advisory Services in New Bern, NC, holding a Series 66 designation and nine years of industry experience. She has worked at Truist and its predecessor entities since 2016. Giles serves as secretary on the board of the CarolinaEast Foundation, supporting the local hospital’s charitable activities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, using third-party platforms and manager relationships, with a notable level of inter-affiliate integration across its related entities.

Michael Wille is a financial advisor with Truist Advisory Services in New Bern, NC, holding a Series 66 designation and bringing 20 years of industry experience. His career includes positions at Truist Investment Services and BB&T, as well as prior roles with Wells Fargo Advisors and Wachovia Bank. Outside of his advisory work, he manages a rental real estate LLC with his wife. 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 third-party manager selection through the AMC Advantage program. The firm combines discretionary and non-discretionary manager arrangements, supported by AI-enabled research tools and integrated inter-affiliate service offerings.