Truist Advisory Services

Shannon Hill is a financial advisor with Truist Advisory Services holding a Series 66 credential and three years of industry experience. Her career includes roles at Truist Advisory Services, Truist Investment Services, Fairwinds Credit Union, and CUSO Financial Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation, fiduciary support, and a manager-selection program through discretionary and non-discretionary approaches.

Jodi Perelman is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Truist Advisory Services since 2016 and has been affiliated with Truist Banks, Inc. and Truist Investment Services, Inc. since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships and utilizes AI-enabled research tools alongside traditional methods in its investment process.

Daniel Goldman is a financial advisor at Truist Advisory Services with a Series 66 credential and one year of industry experience. His prior work includes roles at Truist Bank and educational services firms Revolution Prep and C2 Education. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a mix of discretionary and non-discretionary solutions supported by third-party platform and manager relationships.

Charles Shepherd is a financial advisor with Truist Advisory Services in Austin, TX. He holds the CFP® and CFA® designations and has eight years of industry experience. Prior to joining Truist, he spent 12 years with Bank of America. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs both discretionary and non-discretionary strategies and emphasizes inter-affiliate integration, utilizing third-party platforms and AI-enabled research tools in its manager selection and oversight processes.

Sam Merrill is a financial advisor at Truist Advisory Services with four years of industry experience. He holds a Series 66 designation and has previously worked at Truist Bank and The Reynolds and Reynolds Company. Outside of his advisory role, he serves as Treasurer for North Carolina Little League District 3, managing funds for seven local leagues and related tournaments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Johnny Strickland is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 designations. He has 22 years of industry experience, including roles at SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank since 2015. 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 and non-discretionary manager relationships and incorporates AI-enabled research tools alongside traditional methods in its investment process.

Alessandro Cicinelli Tobia is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and four years of industry experience. Before joining Truist in 2022, he worked at CitiBank and has a background that includes roles at Florida International University and other financial-related positions. Outside the financial industry, he manages a mobile pet grooming business in Miami. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research and inter-affiliate integration.

Howard Hartley is a financial advisor at Truist Advisory Services with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Northwestern Mutual and Wells Fargo. His career also includes roles outside finance, such as positions at Pure Fishing and Nolan Transportation Group. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration to deliver its AMC Advantage manager-selection program.

Suzanne Dean is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Truist Advisory Services and its affiliated entities since 2015, including roles at Bb&T Investment Services and Bb&T Securities prior to the firm’s rebranding. 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 manager relationships, supported by third-party platforms and AI-enabled research tools, and its integrated structure includes affiliated broker-dealer and banking services.

Bryan Potacco is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Truist Advisory Services and its related entities since 2022, following five years at Raymond James Financial Services and two years at First Command Financial Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, implementing advice through a combination of discretionary and non-discretionary approaches with third-party platform and manager partnerships.

Patrick Wales is a financial advisor at Truist Advisory Services with 10 years of industry experience. He holds the Series 66 designation and has been with Truist Advisory Services, Truist Investment Services, and BB&T Securities since 2015. 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 offers asset allocation and investment policy analysis, fiduciary support, participant advice, and manager-selection programs that combine discretionary and non-discretionary approaches with third-party platform support.

Jennifer Ploehn is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Truist and its predecessor entities since 2008. Outside of her advisory work, she is involved as a distributor for weight loss and wellness supplements and as a consultant for fragrance products. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled tools to support investment decisions.

William Peck is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes roles at Cetera, Regions Bank, and SunTrust Advisory Services. 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 and non-discretionary approaches and integrates third-party platforms and AI-enabled research tools in its manager selection and oversight processes.

Robert Tweeddale is a financial advisor with Truist Advisory Services, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 20 years of industry experience, including ten years at Merrill and Bank of America prior to joining Truist. 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, supported by AI-enabled research tools and inter-affiliate integration, to deliver portfolio management and fiduciary support.

Thomas Jaehnel is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include positions at Suntrust Advisory Services and OneAmerica Securities. 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.