Alpharetta, GA Northwinds Pkway Office

Pratt Phillips IV is a CFP® and holds a Series 63 license with 27 years of industry experience. He currently works at Truist Advisory Services and has held positions within affiliated Truist entities since 2016. Prior to that, he worked at Ameriprise from 2003 to 2009. 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 manager selection programs, utilizing a mix of discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Diane Maldonado is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her career includes roles at SunTrust Investment Services from 2006 to 2021 and continued service with Truist Investment Services since 2021. 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 across investment and custody services.

Christopher Pierce is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and its predecessor SunTrust Advisory Services since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Sylvia Crow is a financial advisor with Truist Advisory Services, holding Series 66 and Series 63 licenses and four years of industry experience. She has worked with Truist entities since 2022 and previously spent 17 years at BB&T. 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 manager relationships and consulting, supported by third-party platforms and AI-enabled research tools, to deliver its AMC Advantage manager-selection program.

David Mays is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2021, following previous roles at SunTrust Advisory Services and related entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Edward Freeman is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with SunTrust Advisory Services and SunTrust Investment Services since 2018. Freeman also serves in the GA Army National Guard, with a service record spanning over three decades. Outside of advisory work, he has held a position as a service associate at Kroger since 1983. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and tools, to deliver portfolio management and fiduciary support.

Arash Assadzadeh is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Truist Advisory Services and its affiliated entities since 2014, including SunTrust Advisory Services prior to its transition to 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to manage client portfolios.

Audrey Watson Atkinson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her career includes roles at Truist Investment Services and SunTrust Advisory Services since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary strategies with oversight from an Equity Research team utilizing AI-enabled tools.

Chad Cunningham is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding a Series 66 license and nine years of industry experience. He previously spent 27 years at Merrill before joining Truist Advisory Services and Truist Investment Services in 2026. 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, utilizing third-party platforms and AI-enabled research tools to support investment decisions and manager oversight.

Matthew Lubert is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Goldman Sachs Ayco, Berman Capital Advisors, and Forge Partners. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm’s offerings include asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary strategies supported by AI-enabled research tools.

Todd Gauthier is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His career includes roles at Wells Fargo Clearing and SunTrust Investment Services prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, combining discretionary manager relationships with non-discretionary consulting and utilizing third-party platform and manager arrangements.

Nicole Robinson is a financial advisor at Truist Advisory Services with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and E*Trade Securities LLC. Outside of her advisory role, Robinson is the founder and CEO of two small businesses: Cole'd Designs, a clothing brand specializing in hand-sewn garments, and Shea'd LLC, which offers homemade, all-natural skincare products. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary and non-discretionary investment approaches and utilizes third-party platforms and manager arrangements, supplemented by AI-enabled research, to support client portfolios.

John Buchanan is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 licenses. He has 38 years of experience in the industry, including long tenures at SunTrust Advisory Services and Truist Investment Services. His current role at Truist Advisory Services began in 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, participant advice, and a manager-selection program, combining discretionary and non-discretionary strategies with third-party platforms and AI-enabled research tools.

Britain Pierce is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. His prior experience includes over two decades at SunTrust Securities, Inc. and affiliated entities. 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 third-party platform arrangements and AI-enabled research tools, to deliver portfolio management and fiduciary services.

Holly Duncan is a financial advisor at Truist Advisory Services with 24 years of industry experience. She holds the Series 66 designation and has worked with Truist Advisory Services and its predecessor entities since 2003. Holly also serves as a trustee for a family irrevocable trust created to hold life insurance and real estate. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary strategies supported by inter-affiliate resources.