Charlotte, NC Cascade Pointe Blvd Office

Jeffrey Emperador is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His career includes multiple roles within Truist entities and prior work as a self-employed advisor and at Empower Financial Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements and AI-enabled research tools.

Jasmine Martin is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. Her career includes roles at VALIC Financial Advisors and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, implementing advice through discretionary and non-discretionary manager relationships and utilizing third-party platforms and manager arrangements to support client portfolios.

Gary Spencer is a financial advisor with Truist Advisory Services in Charlotte, NC. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he worked at Baldwin Risk Partners and S&P Financial Group, among other positions. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary manager arrangements and uses AI-enabled tools to support its research and manager selection processes.

Andrew Mcdonald is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Mcdonald has been with Truist Advisory Services and its affiliated entities since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches with oversight from specialized research and advisory teams.

Jarod Walker is a financial advisor at Truist Advisory Services with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at MML Investors Services, LLC, MassMutual Life Insurance Co, and Tristate Financial Advisors. Outside of his advisory role, he has operated Walker Auto Detailing. 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 AI-enabled research tools and inter-affiliate resources.

Benjamin Russo is a financial advisor with Truist Advisory Services in Charlotte, NC. He holds a Series 66 designation and has one year of industry experience. Prior to joining Truist, his background includes roles at Arizona State University, Lehigh Valley Health Network, and the University of South Carolina. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers services such as asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by advanced research tools and inter-affiliate integration.

Daniel Valverde is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services and Wells Fargo RELS. Outside of finance, he owns and operates Green Valley Photography, specializing in event and family photography. 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 and non-discretionary approaches and integrates third-party manager relationships and AI‑enabled research tools in its investment process.

Johnny Rabadan Juan is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at Truist Investment Services Inc. and Truist Advisory Services Inc. since 2022, and previously held positions at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he serves as the head coach for a youth soccer club in Charlotte, focusing on developing high school-aged players. 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 third-party platforms and AI-enabled research tools.

Gloria Dearcangelis is a financial advisor with Truist Advisory Services, holding a Series 66 designation and eight years of industry experience. She has worked at multiple firms including Wells Fargo Clearing and Ameriprise Financial Services. 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 third-party platforms and AI-enabled research tools.

Martin Walker is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at First Citizens Investor Services, Pruco Securities LLC, and The Prudential Insurance Company of America. Outside of his advisory work, he is president and owner of Spectrum Benefits, Inc., a health insurance brokerage and consulting business. 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 platform and manager arrangements, to implement investment advice.

Benjamin Smith is a financial advisor at Truist Advisory Services with three years of industry experience. He holds a Series 66 designation and previously worked at United Capital and Regions. Outside of finance, he was involved with 5 Star Nutrition LLC in 2019. 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, fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting.

Amanda Mounts is a financial advisor at Truist Advisory Services with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Bank, Wells Fargo Clearing, First Horizon Bank, and Bluegreen Vacations. 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 AI-enabled research tools and inter-affiliate integration.

Lamar Johnson is a financial advisor at Truist Advisory Services with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked within the Truist organization since 2017, including time at Truist Investment Services. Prior to entering the financial services industry, he worked at McDonald's for one year. 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 employs a combination of discretionary and non-discretionary manager relationships and utilizes third-party platforms and AI-enabled research tools to support investment selection and oversight.

Peter Velissarios is a financial advisor with Truist Advisory Services, holding the Series 63 and Series 66 designations and possessing 24 years of industry experience. His prior work includes positions at Wells Fargo Clearing Services and CITIGROUP. He is based in Charlotte, NC. 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 manager selection through its AMC Advantage program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Mohamed Cherif is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior work includes eight years at Wells Fargo Clearing and three years at People's Securities, Inc. Outside of advisory work, he owns a rental property in Lowell, MA. 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 a range of third-party platform arrangements.