Paula Oates is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 licenses and has 24 years of industry experience. Her prior roles include positions at BB&T Securities, BB&T Investments, and BB&T Bank. Truist Advisory Services provides investment consulting, financial planning, and portfolio management to individuals, corporations, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to support client strategies and offers a range of advisory services through partnerships with Envestnet and related platforms.

Jennifer Davis is a Series 66-licensed financial advisor with Truist Advisory Services, bringing 20 years of industry experience. She has previously worked at LPL Financial and Independent Advisor Alliance, among other firms. Outside of her advisory role, she designs printable templates for customers on Etsy and provides neighborhood pet-sitting services. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm integrates traditional research methods with AI-enabled tools and partners with Envestnet platforms to deliver tailored asset allocation strategies and ongoing client support.