Cornelius, NC Office
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Truist Advisory Services
Enterprise
Firm-wide stats for Truist Advisory Services
About
Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a broad client base that includes individuals (including high‑net‑worth clients), corporations, plan sponsors, plan participants, and charitable organizations. Its advisory offerings include plan sponsor and participant services, asset allocation and fund monitoring, and the AMC Advantage program that assists clients in selecting third‑party investment managers.
The firm works with clients by collecting financial information through questionnaires, helping define goals and constructing asset allocation strategies, and then recommending or onboarding one or more managers on the Envestnet platform; for retirement plans it partners with Envestnet Retirement Solutions and may serve as a 3(21) co‑fiduciary or recommend ERS 3(38) discretionary services. Research and monitoring combine traditional sources and due diligence with AI‑enabled tools used by the Equity Research Team, and TAS provides ongoing reviews, quarterly reporting, and at‑least‑annual client consultations.
What is distinctive in TAS’s brochure is the scope of its affiliated financial relationships and the operational arrangements that accompany them — the firm is a Truist Financial affiliate with extensive bank, broker‑dealer, and clearing relationships (NFS, Truist Investment Services and Truist Bank) and discloses an affiliation with a swap dealer, as well as required use of an affiliated broker for the AMC Advantage program and a multibank/single‑bank cash sweep that can generate affiliate revenue. The brochure also details several past regulatory matters, including 2024 SEC and CFTC orders and related remediation commitments, which the firm highlights in describing its compliance and supervisory framework.
Based on Truist Advisory Services
Location
19315 W Catawba Ave, Ste 102
Cornelius NC 28031
Advisors at this office
3
Advisors at this office
Patrick H
CFA®, Series 63, Series 66, Series 65
Cornelius, NC
Truist Advisory Services
Patrick Hipkens is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. He previously worked at The Vanguard Group, Inc. for four years and has held roles at Insights Global and Cardinal Financial LLC. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools for investment management and provides ongoing client reviews and reporting.
Andrew B
CFP®, Series 65, Series 63
Cornelius, NC
Truist Advisory Services
Andrew Breasure is a CFP® professional with four years of industry experience, currently serving as an advisor at Truist Advisory Services. His background includes roles at North Carolina State University and Steward Wealth Strategies. Outside of his advisory work, he is president of Tau Properties, Inc., a nonprofit housing corporation affiliated with Pi Kappa Phi at NC State, where he oversees housing operations and alumni engagement. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm integrates traditional research with AI tools and offers services through its affiliation with Truist Financial, combining extensive bank and broker-dealer relationships.
George B
Series 66
Cornelius, NC
Truist Advisory Services
George Bowery is a financial advisor with Truist Advisory Services in Cornelius, NC. He holds a Series 66 designation and has 14 years of industry experience. Bowery has worked with SunTrust Advisory Services and related entities since 2014. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, and charitable organizations. The firm offers asset allocation strategies and manager selection through the Envestnet platform, supporting clients with ongoing research, monitoring, and reporting.
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