Asheville, NC College Street Office

Team
Updated today
Truist Advisory Services logo

Truist Advisory Services

Enterprise

Firm-wide stats for Truist Advisory Services

Total advisors

1,974

Across 647 offices

Clients per advisor

64 Typical

Avg AUM per client

$560,278 Typical

HNW client ratio

26% High

About

Truist Advisory Services (TAS) provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. Its offerings include asset allocation and investment policy analysis, plan sponsor fiduciary support and participant advice, and the AMC Advantage manager‑selection program for clients who wish to appoint third‑party managers.

The firm implements advice through a mix of discretionary manager relationships and non‑discretionary consulting, and it relies on third‑party platform and manager arrangements (including contracts with Envestnet and Envestnet Retirement Solutions) to administer the AMC program and perform ongoing due diligence. TAS’ Equity Research team supplements traditional research with AI‑enabled tools and its Investment Advisory Group and CIO provide supervisory oversight of manager selection, models and periodic reviews.

What distinguishes TAS from many peers is the degree of inter‑affiliate integration and the related operating requirements: AMC Advantage clients are generally required to maintain accounts at TAS’s affiliated broker‑dealer (Truist Investment Services) and the firm uses Truist Bank sweep features for core cash balances, and the ADV also notes an affiliation with a swap dealer—an affiliation that is uncommon among large enterprise advisers. The brochure also discloses a closed status for new AMC Advantage enrollments absent exception and documents multiple inter‑affiliate service arrangements and prior enforcement matters, all of which are material to how the firm supervises manager selection, custody and conflict‑of‑interest controls.

Based on Truist Advisory Services

Occupation focus

Founder/Business Owner Executive

Based on Truist Advisory Services

Location

301 College Street

Asheville NC 28801

Advisors at this office

8

Advisors at this office

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James A

Series 63, Series 65

Asheville, NC

Truist Advisory Services

James Austin is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Truist Advisory Services since 2021 and has prior experience at Bb&T Securities, LLC dating back to 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Founder/Business Owner Executive
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Jonathan R

Series 63, Series 65

Asheville, NC

Truist Advisory Services

Jonathan Robinson is a financial advisor with Truist Advisory Services in Asheville, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at Scott & Stringfellow, Inc., and Bb&T Securities, LLC. 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 through both discretionary and non‑discretionary approaches. The firm integrates inter‑affiliate resources and uses AI-enabled research tools to support its investment strategies.

Founder/Business Owner Executive
user avatar

Robert H

Series 63, Series 66

Asheville, NC

Truist Advisory Services

Robert Hooks Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He has worked with Truist and its predecessor firms since 2013. Outside of his advisory role, he serves as a board member of the North Asheville Little League. 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, utilizing third-party platforms and inter-affiliate resources to implement and oversee investment strategies.

Founder/Business Owner Executive
user avatar

Hannah K

Series 66

Asheville, NC

Truist Advisory Services

Hannah Kennicott is a financial advisor with Truist Advisory Services in Asheville, NC, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Thrivent Financial, LPL Enterprise, and The Prudential Insurance Company of America. Outside of finance, she has experience working at Culver's Garden Center & Greenhouse. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary manager strategies and integrates advanced tools and inter-affiliate resources to support its investment offerings.

Founder/Business Owner Executive
user avatar

John D

Series 66

Asheville, NC

Truist Advisory Services

John Delaloye is a financial advisor with Truist Advisory Services, holding a Series 66 designation and two years of industry experience. Before joining Truist in 2026, he spent ten years at Diamond Brand Gear. 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 and offers the AMC Advantage manager-selection program supported by AI-enabled equity research and inter-affiliate integration.

Founder/Business Owner Executive
user avatar

Brock H

Series 63, Series 65

Asheville, NC

Truist Advisory Services

Brock Himan is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and possessing 32 years of industry experience. He has previously worked at Merrill and BB&T Securities before joining Truist in 2021. Outside of his advisory role, he serves on the board of a Christian youth program, providing advisory support for their programming. Truist Advisory Services offers 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 platform and manager arrangements.

Founder/Business Owner Executive
user avatar

William S

CFP®, Series 63, Series 66

Asheville, NC

Truist Advisory Services

William Smith is a CFP®-designated financial advisor with 23 years of industry experience. He currently works at Truist Advisory Services and Truist Investment Services, having previously spent 12 years with TD Bank, N.A. and TD Private Client Wealth LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, 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.

Founder/Business Owner Executive
user avatar

Robert S

Series 66

Asheville, NC

Truist Advisory Services

Robert Sheppard is a financial advisor at Truist Advisory Services with one year of industry experience. He holds a Series 66 designation and has worked at Truist Investment Services and Truist Bank. Outside of finance, he owns and operates Basil and Bunz Ventures LLC, a custom woodworking, furniture, and laser engraving business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, 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.

Founder/Business Owner Executive
View complete list of advisors at this office
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