Dallas, TX Crescent Ct Office

Kyle Bowen is a financial advisor with Truist Advisory Services in Dallas, TX, holding a Series 66 designation and 23 years of industry experience. He has previously worked at BOK Financial Private Wealth, Inc. and BOK Financial Securities, Inc. before joining Truist in 2023. 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, plan sponsor fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies with third-party platform arrangements.

Austin Mason is a financial advisor at Truist Advisory Services holding a Series 65 designation with one year of industry experience. His prior work includes roles at International Bank of Commerce, Global Payments, and several positions at Oklahoma State University. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its AMC Advantage manager-selection program.

Rachel Glasstetter is a financial advisor with Truist Advisory Services in Dallas, TX. She holds Series 63 and Series 65 licenses and has four years of industry experience. Her prior work includes roles with Truist Investment Services and Truist Advisory Services. 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, with a focus on manager selection supported by both traditional and AI-enabled research tools.

William Wilkinson is a financial advisor at Truist Advisory Services with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Cetera and BB&T. He is based in Dallas, TX. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration, to deliver its AMC Advantage manager-selection program and other investment solutions.

Matthew Senter is a Series 65-licensed financial advisor with three years of industry experience. He currently works at Truist Advisory Services and has previously been employed at WPA Family Office, LLC and Brewer Attorneys & Counselors. 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, participant advice, and a manager-selection program supported by both discretionary and non-discretionary advisor relationships.

James Schiermeyer is a financial advisor with Truist Advisory Services in Dallas, TX, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His prior roles include positions at Truist Investment Services, SunTrust Investment Services, SunTrust Bank, and BB&T Securities. Outside of his advisory work, he serves on the advisory board of Booker T. Washington High School for the Performing and Visual Arts and holds board membership at Bent Tree Country Club. 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 arrangements and AI-enabled equity research tools.

Brian Losak is a CFA® charterholder and holds the Series 66 license, with 17 years of experience in the financial industry. He has been with Truist Advisory Services since 2017 and previously worked at BBVA Securities Inc. and Compass Bank. He is based in Dallas, TX. 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 strategies supported by third-party platforms and employs AI-enabled tools within its research and oversight processes.

Erin Williams is a financial advisor at Truist Advisory Services with Series 66 credentials and one year of industry experience. Prior to joining Truist, Williams held positions at Google, Maximus, and OpenText, among other organizations. Outside of financial services, Williams has experience working at the European Wax Center. 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 within the Truist enterprise.

Steven Robinson is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments, BOK Financial Securities, and Merrill prior to his current role. Outside of finance, he previously worked at Hank Haney Golf Ranch for two years. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering services such as asset allocation analysis, fiduciary support, and third-party manager selection through its AMC Advantage program. The firm combines discretionary and non-discretionary approaches, supported by AI-enabled research and inter-affiliate integration.

Gregory Richesin is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 credentials. He has 21 years of industry experience, including roles at CitiGroup Global Markets, Merrill, and Bank of America prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches and utilizes third-party platforms and AI-enabled research tools in its investment process.

Nick Arthachinda is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Truist Advisory Services and Truist Investment Services since 2022. Prior to that, he worked at Westcott Investment Group and UMB Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations, utilizing a combination of discretionary manager relationships, non-discretionary consulting, and AI-supported research to support manager selection and portfolio oversight.

Edwin Garcia is a financial advisor with Truist Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses and possessing four years of industry experience. He has held various roles across Truist and its predecessor firms since 2015. Outside of his advisory work, he is a member and manager of a music band LLC. 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 combines discretionary and non-discretionary approaches.

Sean Hennessey is a CFP® professional with 25 years of industry experience, currently serving at Truist Advisory Services. His prior roles include positions at Wells Fargo Advisors, BB&T, and J Alden Associates. Outside of his advisory work, he owns and manages a rental property in Longview, Texas. 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 and non-discretionary approaches, integrating third-party platforms and AI-enabled research tools along with inter-affiliate service arrangements.

Lisandra Slavik is a financial advisor with Truist Advisory Services in Dallas, TX, holding a Series 66 designation and eight years of industry experience. She has worked at Truist Investment Services and Truist Advisory Services since 2021 and previously spent over a decade at Fifth Third Bank and its securities division. 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, implementing advice through discretionary manager relationships and consulting with a focus on inter-affiliate integration.

Jeremy Stauss is a CFP® with 25 years of industry experience, currently affiliated with Truist Advisory Services. He has worked at Truist Advisory Services and related Truist entities since 2018, and previously spent two years at Umb. Stauss serves as a board member for the Epilepsy Foundation of Texas. 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 mix of discretionary manager relationships and non-discretionary consulting, supplemented by AI-enabled research tools and inter-affiliate integration within the Truist network.