Fayetteville, NC Boon Trail Ext Office
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Truist Advisory Services
Enterprise
Firm-wide stats for Truist Advisory Services
About
Truist Advisory Services (TAS) provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. Its offerings include asset allocation and investment policy analysis, plan sponsor fiduciary support and participant advice, and the AMC Advantage manager‑selection program for clients who wish to appoint third‑party managers.
The firm implements advice through a mix of discretionary manager relationships and non‑discretionary consulting, and it relies on third‑party platform and manager arrangements (including contracts with Envestnet and Envestnet Retirement Solutions) to administer the AMC program and perform ongoing due diligence. TAS’ Equity Research team supplements traditional research with AI‑enabled tools and its Investment Advisory Group and CIO provide supervisory oversight of manager selection, models and periodic reviews.
What distinguishes TAS from many peers is the degree of inter‑affiliate integration and the related operating requirements: AMC Advantage clients are generally required to maintain accounts at TAS’s affiliated broker‑dealer (Truist Investment Services) and the firm uses Truist Bank sweep features for core cash balances, and the ADV also notes an affiliation with a swap dealer—an affiliation that is uncommon among large enterprise advisers. The brochure also discloses a closed status for new AMC Advantage enrollments absent exception and documents multiple inter‑affiliate service arrangements and prior enforcement matters, all of which are material to how the firm supervises manager selection, custody and conflict‑of‑interest controls.
Based on Truist Advisory Services
Location
3034 Boon Trail Ext
Fayetteville NC 28304
Advisors at this office
3
Advisors at this office
Lavonne S
Series 66
Fayetteville, NC
Truist Advisory Services
Lavonne Sprague is a financial advisor at Truist Advisory Services with three years of industry experience. She holds the Series 66 designation and has worked in various capacities at Truist Advisory Services, Truist Investment Services, D.A. Davidson & Co., Truist Bank, and BB&T. 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, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary strategies supported by AI-enabled research and extensive inter-affiliate integration.
Sheena W
Series 66
Fayetteville, NC
Truist Advisory Services
Sheena Wells is a financial advisor with Truist Advisory Services in Fayetteville, NC, holding a Series 66 designation and nine years of industry experience. She has been with Truist Advisory Services and Truist Investment Services since 2021 and previously worked at BB&T Securities 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 offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches backed by AI-enabled research tools and inter-affiliate service integration.
William V
Series 66
Fayetteville, NC
Truist Advisory Services
William Vickers is a financial advisor with Truist Advisory Services, holding a Series 66 designation and three years of industry experience. Prior to joining Truist in 2026, he worked at Edward Jones for three years and spent six years with Cumberland County Schools. He also had involvement with Round-A-Bout Skating Centers for nine years. Truist Advisory Services provides investment consulting and advisory services to a range of clients including individuals, corporate and business entities, retirement plan sponsors, and charitable organizations. The firm’s approach integrates discretionary and non-discretionary strategies, supported by third-party platform relationships and AI-enabled research tools.
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