Birmingham, AL Office

George Yeager III is a financial advisor with Truist Advisory Services in Birmingham, AL, holding Series 63 and Series 66 licenses and having nine years of industry experience. His prior roles include positions at PNC Investments, PNC Bank, and Wells Fargo. Outside of his advisory work, he serves as Treasurer for Oasis Counseling for Women and Children and is a board member of the Virginia Samford Theatre. 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 consulting supported by integrated inter-affiliate resources.

Ashley Folkes is a CFP® professional with 24 years of industry experience, currently serving at Truist Advisory Services. Her prior roles include positions at Farther Finance Advisors, Cetera Advisors, and PNC Private Bank, among others. 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 manager selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platform partnerships and AI-enabled research tools.

Bret Hooten is a financial advisor at Truist Advisory Services with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. He has also been involved with The Church at Shelby Crossings. 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, utilizing third-party platforms and AI-enabled tools to support manager selection and portfolio oversight.

Ryan Parks is a financial advisor with Truist Advisory Services in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Merrill, Bank of America, BB&T Securities, and Truist firms since 2005. Truist Advisory Services provides investment consulting and advisory for individuals, corporate clients, retirement plans, and charitable organizations, utilizing discretionary and non-discretionary manager relationships supported by AI-enabled research and extensive inter-affiliate integration.

Anthony Alliman 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 Wells Fargo Clearing and Wells Fargo Bank, as well as experience with the Dothan Police Department and Verizon Wireless. 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.

Joseph Du Montier is a financial advisor with Truist Advisory Services in Birmingham, AL, holding Series 63 and Series 65 designations and totaling 25 years of industry experience. His prior roles include positions at BB&T Securities, Bank of America, and Merrill. Outside of his advisory work, he volunteers at the Birmingham Zoo and serves as executor for a family estate. 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.

Thomas Morse II is a financial advisor at Truist Advisory Services with Series 65 and Series 63 credentials. He has one year of industry experience, having previously worked at Wells Fargo Clearing and Wells Fargo Bank. Prior to his finance career, he held positions at EBSCO and other companies. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, 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.

Sarah Shotts is a financial advisor at Truist Advisory Services with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Truist Advisory Services since 2021, previously serving six years at BB&T 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.