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 at Truist Advisory Services in Dallas, TX, with four years of industry experience. She holds the Series 63 and Series 65 designations and has worked within various Truist entities since 2022. Before her advisory career, she was a full-time college student. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program implemented through both discretionary and non-discretionary solutions.

William Wilkinson is a financial advisor with Truist Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at Cetera, Wells Fargo, and BB&T, where he gained extensive experience in investment services. Truist Advisory Services offers 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 interaffiliate operating arrangements.

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 with Truist Advisory Services in Dallas, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Truist, Erin worked at Google and Maximus and has experience with several other companies including European Wax Center. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary approaches along with third-party manager arrangements to implement investment advice.

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, holding Series 63 and Series 66 licenses and having 22 years of industry experience. His prior firms include Bank of America, Merrill, Citigroup Global Markets, and BB&T Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches with third-party platform arrangements and uses AI-enabled tools to support research and manager selection.

Nick Arthachinda is a financial advisor with Truist Advisory Services, holding a Series 66 designation and nine years of industry experience. His prior work history includes roles at Westcott Investment Group, UMB Bank, and FPT Software. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of 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.

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® with 25 years of experience in financial advisory services. He currently works at Truist Advisory Services and Truist Investment Services and has held previous roles at BB&T Securities, BB&T, Wells Fargo Clearing, Merrill, and Banc of America Investment Services. Outside of advisory work, he owns 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, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

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® professional with 25 years of experience in the financial services industry. He is currently with Truist Advisory Services in Dallas, TX, having joined the firm and its affiliated entities in 2018 following prior roles at Merrill, Wells Fargo Clearing, and Chase Investment Services Corp. Outside of his advisory work, he serves as a board member of the Epilepsy Foundation of Texas. 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 leverages AI-enabled tools alongside traditional research to support investment decisions.