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Judy R
Series 63, Series 66
Odessa, FL
Truist Advisory Services
Judy Ravenna is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Suntrust Advisory Services, Inc. since 2016 and with Suntrust Investment Services, Inc. since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses both discretionary and non-discretionary approaches and integrates third-party platforms and manager arrangements to support its AMC Advantage program, emphasizing inter-affiliate collaboration within the Truist enterprise.
Patrice D
Series 63, Series 66
Odessa, FL
Truist Advisory Services
Patrice Davis is a financial advisor with Truist Advisory Services in Odessa, FL, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has worked with SunTrust Advisory Services and SunTrust Investment Services since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary strategies, utilizing third-party managers and AI-enabled research tools to support its investment approach.
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