Timothy Griffis is a CFA® charterholder with 12 years of experience in the financial services industry. He is currently an advisor at Truist Advisory Services and has held positions at Truist Investment Services, Truist Bank, Access to Capital for Entrepreneurs, Synovus Bank, Morgan Keegan & Company, LLC, Pfic Advisors, Inc., and Banc of America Investment Services, Inc. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a broad client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers a range of advisory services through its affiliation with Truist Financial and partnerships such as Envestnet.

Michael Hoffman is a financial advisor with Truist Advisory Services in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes positions at Wells Fargo Clearing, SunTrust Advisory Services, BB&T Securities, and Truist Investment Services. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base that includes individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and provides ongoing client reviews and reporting, supported by extensive affiliated financial relationships.

Chloe Clark is a financial advisor with Truist Advisory Services in Savannah, GA, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Truist Investments, Investment Performance Services, BB&T, and Renasant Bank. Before entering the financial industry, she also worked in menswear retail at R.J. Pope Menswear. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base that includes individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and leverages affiliated financial relationships to deliver ongoing portfolio monitoring and client consultations.

Kassidy Griner is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 12 years of industry experience. She has been with Truist Advisory Services and related entities since 2021, and previously worked at BB&T Securities and SunTrust Advisory Services. Griner is based in Savannah, GA. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base including individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools to support client strategies and offers ongoing reviews and reporting.

Robert Pace Jr. is a financial advisor with Truist Advisory Services in Savannah, GA, holding Series 63 and Series 66 credentials and 21 years of industry experience. His previous roles include positions at Merrill, BB&T Securities, and SunTrust Advisory Services. Outside of his advisory work, he owns a timber farm that produces pine trees. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm employs a combination of traditional research and AI-enabled tools and leverages affiliated financial relationships to deliver comprehensive advisory solutions.

Neal Stevenson is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His career includes roles at Merrill, Wells Fargo Clearing, BB&T Securities, and multiple positions within Truist firms since 2019. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of client questionnaires, asset allocation strategies, and third-party manager recommendations through the Envestnet platform, supported by traditional research and AI-enabled tools.

Leslie Hetager is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has worked with BB&T and its affiliated entities since 2001 and joined Truist Advisory Services in 2019. Leslie serves as Treasurer for the Equine Valor Program, a nonprofit that provides equestrian therapy to veterans with PTSD and other mental health challenges. 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 with AI-enabled tools and partners with Envestnet to provide asset allocation, manager selection, and ongoing monitoring services.