Atlanta, GA 3630 Peachtree Rd, NE Office

David Mccollum is a Series 66-credentialed financial advisor with 15 years of industry experience. He is currently with Truist Advisory Services and has previously worked at firms including Modera Wealth, Wells Fargo Clearing, and Equitable Advisors. 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 that combines discretionary and non-discretionary strategies, supported by AI-enabled research and inter-affiliate integration.

Alexander Canani is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. His work history includes roles at Truist Investment Services and Truist Advisory Services as well as positions at the University of Miami and BNY Mellon. Outside of finance, he has experience as a Shopify store owner. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm delivers its advice through a combination of discretionary and non-discretionary manager relationships, using third-party platforms and AI-enabled research tools to support its investment process.

Martin Grady is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. His career includes roles at BB&T Securities, Invest Financial Corporation, Midsouth Capital, and UBS Financial Services. He has been with Truist Advisory Services and Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Carla Brown is a financial advisor at Truist Advisory Services with 29 years of industry experience. She holds Series 63, Series 66, and Series 65 licenses and has worked at Suntrust Investment Services, J.P. Morgan Securities, and Merrill. Brown is based in Atlanta, GA. 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, using a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Johnathon Cope is a Series 66-licensed financial advisor with 19 years of industry experience, currently with Truist Advisory Services since 2021. His prior roles include positions at BB&T Securities, Invest Financial Corporation, and Merrill. Outside of his advisory work, he is involved in manufacturing sales with a family business. 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.

Tania Lawrence is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Fulton County Schools and Lansing Central School District. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms.

George Lupton III is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Truist Investment Services, BB&T Securities, Scott & Stringfellow, UBS Financial Services, and Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches, utilizes third-party platforms and AI-enabled research tools, and integrates services across its affiliated entities.

Kristofer Funkhouser is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. His prior roles include positions at SunTrust Advisory Services and SunTrust Investment Services. He serves on the Investment Committee Board of Christ the King School, a Catholic school in Atlanta, where he participates in reviewing endowment fund allocations and manager selections. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its AMC Advantage manager-selection program.

David Rabinowitz is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Morgan Stanley and Citigroup Global Markets. His current tenure at Truist Advisory Services and Truist Investment Services began in 2021. 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, implementing advice through discretionary and non-discretionary approaches with oversight from its Equity Research team and Investment Advisory Group.

Mary Wafer is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and 47 years of industry experience. Her prior roles include positions at Bb&T Securities, Scott & Stringfellow, Morgan Stanley, and Citigroup Global Markets. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Adam Rife is a CFP® with three years of industry experience, currently serving as an advisor at Truist Advisory Services in Atlanta, GA. He has held various positions within Truist firms since 2022 and has prior experience at ETrade and multiple other companies. Outside of his advisory work, he is a percussionist who performs locally on weekends. 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, and a manager-selection program, utilizing a combination of discretionary and non-discretionary management supported by third-party platforms and AI-enhanced research.

Andrew White is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 66 and Series 63 licenses. He has one year of industry experience and has previously worked at Morgan Stanley and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm’s approach includes a mix of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with affiliated broker-dealer and banking services.

Jennifer Ritorto is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. Her career includes prior roles at SunTrust Advisory Services and Ameriprise. Outside of her advisory work, she teaches dance to children at the North Georgia School of Ballet and serves as chairperson for the 100 Days of Giving fundraising initiative at Garden Hills Elementary School. Truist Advisory Services provides investment consulting and advisory solutions to individuals, corporate and business 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 research tools to support its investment approach.

Walton Lee is a financial advisor at Truist Advisory Services with 37 years of industry experience. He holds a Series 63 designation and has worked at various Truist affiliates since 2002, including SunTrust Capital Markets and Truist Investment Services. Outside of his advisory role, he is involved in several private investment ventures, including ownership and partnership interests in real estate and private investment LLCs. 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 that combines discretionary and non-discretionary approaches with third-party platform relationships.

Mark Walter is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Citigroup Global Markets before joining Truist-related firms in 2013. 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 uses third-party platforms and AI-enabled research tools to support its manager selection and investment processes.