Charlottesville, VA E Jefferson St Office

Ryan Young is a financial advisor at Truist Advisory Services with three years of industry experience. He holds the Series 66 designation and has worked in various roles within Truist-affiliated entities since 2021. Prior to his career in financial services, he held positions in retail and service businesses, including the Cavalier Store and Aly Pizza. 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 offers a blend of discretionary and non-discretionary manager solutions and integrates third-party platforms and AI-enabled research tools within its investment process.

William Taylor is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 13 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and prior to that, he was with BB&T Securities for eight years. Taylor is a member of the Charlottesville Angel Network, a group of accredited investors who support private companies, and he serves as treasurer and chair of the finance committee at St. Paul's Memorial Church at the University of Virginia. 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 manager relationships, supported by AI-enabled research and inter-affiliate integration across its affiliated broker-dealer and bank.

Jeffrey Brown Jr. is a financial advisor with Truist Advisory Services holding a Series 66 designation and six years of industry experience. He has worked within various Truist and First Citizens entities since 2016. Outside of his advisory role, he manages a rental property in Earlysville, Virginia. 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, and fiduciary support while utilizing a mix of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Delicia Dzhivhuho is a financial advisor with Truist Advisory Services in Charlottesville, VA, holding a Series 66 designation. She has one year of industry experience, including prior roles at Ninety One and Invest Asset Management. 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 AI-enabled equity research and oversight from its Investment Advisory Group and CIO.

Thomas Bruno is a financial advisor with Truist Advisory Services in Charlottesville, VA. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Morgan Stanley Smith Barney LLC, and Charles Schwab Bank SSB. 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 utilizes third-party platforms and AI-enabled research tools to support its investment processes.

Brian Williams is a financial advisor at Truist Advisory Services with 23 years of industry experience and holds a Series 66 designation. He has worked at various SunTrust entities since 2010 and owns Elite Custom Training, where he designs individual fitness routines and group boot camps. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program that utilizes both discretionary and non-discretionary approaches.

Tonya Croston is a financial advisor at Truist Advisory Services with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Truist and its predecessor entities since 2016. 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 and manager arrangements.

Frederic Berry III is a financial advisor with Truist Advisory Services, holding Series 63, Series 65, and Series 66 licenses and possessing 26 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and at SunTrust Investment Services, Inc. since 2010. 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 platform and manager arrangements.