Charlotte, NC Parkway Plaza Blvd Office

Nadir Khalid is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63, 65, and 66 credentials and 23 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and TIAA. Outside of his advisory work, he is co-owner of DOC & DOC LLC, a real estate entrepreneurship venture. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Samantha Becker is a financial advisor at Truist Advisory Services with six years of industry experience. She holds a Series 66 designation and previously worked at BB&T in various roles from 2014 to 2021 before joining Truist in 2021. Becker serves as a board member of the Cultivating Success Fund at the Columbus Foundation, a donor-advised charitable fund. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, implementing advice through a blend of discretionary and non-discretionary strategies supported by integrated inter-affiliate resources.

Cathie Clontz is a financial advisor with Truist Advisory Services, holding the Series 63 and Series 66 designations and bringing 24 years of industry experience. She has worked at Truist Advisory Services and affiliated firms since 2018, including BB&T Securities and PNC Investments. 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 manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with Truist Investment Services and Truist Bank.