Allentown, PA Hamilon St Office

Kristina Verna is a Series 66-licensed financial advisor with Truist Advisory Services, based in Allentown, PA, and has nine years of industry experience. She has been with Truist Advisory Services and its affiliated entities since 2016, including roles at BB&T Investments and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager selection programs, utilizing both discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate integration.

George Hlavac is a Series 66 licensed financial advisor with two years of industry experience, currently affiliated with Truist Advisory Services in Allentown, PA. His prior roles include positions at Truist Investment Services and a brief tenure at H&H Law. 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 equity research and inter-affiliate integration across its affiliated entities.

Richard Lord Jr. is a financial advisor at Truist Advisory Services with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Truist Advisory Services since 2021. Prior to joining Truist, he worked at Bbtis and North Star Construction. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program through a combination of discretionary and non-discretionary strategies.

Dwayne Marsh is a financial advisor at Truist Advisory Services with 15 years of industry experience and a Series 66 designation. He has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously held positions at Citizens Bank and Citizens Securities from 2015 to 2021. 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 a manager‑selection program. The firm combines discretionary and non‑discretionary strategies, using third‑party platforms and AI‑enhanced research tools to support investment decisions.

Timothy Mack is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses, and has five years of industry experience. His prior roles include positions at Bank of America and Wells Fargo, covering both clearing and banking services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches along with AI-enabled research tools.

Lori Roth is a financial advisor at Truist Advisory Services with two years of industry experience. She holds the Series 66 credential and has previously worked at Truist Bank for 11 years. Roth serves as a board member of Diakon Child, Family & Community Ministries, which provides services such as adoption, foster care, and behavioral health care. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across affiliated entities.

Douglas Leonzi is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Cetera and Bb&T Securities before joining Truist in 2016. Outside of his advisory work, he serves on the board of the East Stroudsburg University Foundation and is active with the Andre Reed Foundation, which supports underprivileged children in the Allentown area. 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 strategies supplemented by AI-enabled research tools and extensive inter-affiliate integration.

Calvin Herzer is a financial advisor with Truist Advisory Services holding Series 63 and 65 licenses and four years of industry experience. His prior roles include positions at Citizens Securities, Inc., Citizens Bank, Inc., and KeyBank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches and integrates multiple affiliated entities to deliver its investment solutions.

Travis Bolton is a financial advisor with Truist Advisory Services in Allentown, PA, holding Series 63 and Series 66 registrations and bringing 19 years of industry experience. His work history includes roles at Truist Investment Services, SunTrust Advisory Services, and BB&T. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled equity research tools.