Goldsboro, NC 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
207 E Ash St
Goldsboro NC 27530
Advisors at this office
3
Advisors at this office
Jonathan C
CFP®, Series 66
Goldsboro, NC
Truist Advisory Services
Jonathan Collins is a CFP® professional with 13 years of experience in financial advisory roles. He is currently with Truist Advisory Services and Truist Investment Services, where he has worked since 2021. Prior to this, he held positions at Fifth Third Securities, Fifth Third Bank, and BB&T, including BB&T Investments and Bb&T Securities. Collins serves as treasurer for a nonprofit founded by his daughter that raises funds for local charities. 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 uses third-party platforms and AI-enabled tools to support investment decision-making.
Mary N
Series 66
Goldsboro, NC
Truist Advisory Services
Mary Norman Hales is a Series 66-credentialed financial advisor with five years of industry experience. She is currently with Truist Advisory Services and previously worked at Ameriprise Financial Services. Outside of her advisory work, she serves as a councilwoman for the town of Kenly, North Carolina, participating in local government decision-making. 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 manager relationships, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.
Adam L
Series 66
Goldsboro, NC
Truist Advisory Services
Adam Larcher is a Series 66-licensed advisor with Truist Advisory Services in Goldsboro, NC, with one year of industry experience. His career has been with various entities within the Truist organization since 2019. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")