Chapel Hill, NC Raleigh Rd Office

Tonja Womble is a financial advisor at Truist Advisory Services with 23 years of industry experience. She holds a Series 66 designation and has been with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches alongside third-party manager arrangements and AI-enabled research tools.

Tabitha Concepcion is a CFP®-credentialed financial advisor with 12 years of industry experience, currently with Truist Advisory Services. Her career includes roles at Truist Investment Services and BB&T affiliates dating back to 2013. Outside of her advisory work, she co-owns Red Barn Naturals, a farm producing natural personal care products from dairy goat milk, and owns The Homestead, an agricultural business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, 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 strategies with integration across affiliated entities.

Jane Yarborough is a CFP® with 32 years of industry experience, currently serving at Truist Advisory Services in Chapel Hill, NC. She has been affiliated with SunTrust Advisory Services and related SunTrust entities since 2006. Yarborough serves on the Board of Directors for Duke Memorial United Methodist Church’s Memorial Church Fund, a non-profit foundation account overseeing investment decisions for the church. 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 with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment strategies.

Thomas Miller is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with SunTrust and its successor firms since 2005. Miller serves on the Board of Directors at the Chapel Hill Country Club, where he oversees club administration and activities. 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.

Kimberley Palladino is a financial advisor at Truist Advisory Services with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Truist and its predecessor, SunTrust, since 2015. 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 combination of discretionary and non-discretionary approaches supported by AI-enabled research tools.