Dunwoody, GA Office

Jeffrey Chasman is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Truist Advisory Services and its predecessor firms since 2012. Outside of advisory work, he serves as CFO of Innovative Hitting, LLC, a company that develops and sells baseball and softball batting training aids. 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 manager relationships supported by third-party platforms and AI-enabled research tools, with an operating structure integrated across affiliated broker-dealer and banking entities.

Matthew Dunckley is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior work includes roles at J.P. Morgan Securities and SunTrust Bank. 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 management approaches supported by third-party platforms and an AI-enabled research team.