Fayetteville, NC Boon Trail Ext Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$70,676,286,155
ClientsTotal clients
126,145
AdvisorsAdvisors at this office
3
Of 1,983 advisors across 653 offices
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 and holds a Series 66 designation. She has nine years of industry experience, including roles at Truist Advisory Services, TRUIST Investment Services, Inc., Bb&T Securities, and Wellington Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.
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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