Greenville, NC Greenville Blvd Office

Team
Updated today
Truist Advisory Services logo

Truist Advisory Services

Enterprise

Firm-wide stats for Truist Advisory Services

Total advisors

1,974

Across 647 offices

Clients per advisor

64 Typical

Avg AUM per client

$560,278 Typical

HNW client ratio

26% High

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

Occupation focus

Founder/Business Owner Executive

Based on Truist Advisory Services

Location

514 Greenville Blvd, Fl 2

Greenville NC 27858-6760

Advisors at this office

5

Advisors at this office

user avatar

Scott S

Series 63, Series 65

Greenville, NC

Truist Advisory Services

Scott Shook is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Truist Advisory Services and its affiliated entities since 2014, including Bb&T Securities. Outside of his advisory role, Shook serves on the Board of Trustees for East Carolina University and is a member of the ECU Department of Economics Advisory Board, where he supports scholarship fundraising and mentors students. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers a range of services including asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Founder/Business Owner Executive
user avatar

Mark C

Series 63, Series 66

Greenville, NC

Truist Advisory Services

Mark Cutler is a financial advisor with Truist Advisory Services in Greenville, NC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has worked with Truist Advisory Services and Truist Investment Services since 2021, following a decade at BB&T Investments and three years at BB&T Securities. Outside of his advisory role, he serves as Treasurer for the Portside One Homeowners Association. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate resources.

Founder/Business Owner Executive
user avatar

Justine L

Series 66, Series 63

Greenville, NC

Truist Advisory Services

Justine Lawson is a financial advisor with Truist Advisory Services, holding Series 66 and Series 63 licenses and bringing six years of industry experience. She previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A., and has a background that includes a year at The Pastry Fix. 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 platforms and AI-enabled research tools.

Founder/Business Owner Executive
user avatar

Belinda B

Series 66, Series 63

Greenville, NC

Truist Advisory Services

Belinda Butler is a financial advisor at Truist Advisory Services with 22 years of industry experience. She holds the Series 66 and Series 63 designations and has worked at Truist and its affiliated firms since 2021. Outside of her advisory role, she teaches piano lessons and serves as choir director and organist at a church in Washington, NC. Truist Advisory Services provides investment consulting and advisory services to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of discretionary manager relationships and consulting, supported by third-party platform arrangements and AI-enabled research tools.

Founder/Business Owner Executive
user avatar

Samuel H

CFP®, Series 63, Series 65

Greenville, NC

Truist Advisory Services

Samuel Hylton is a CFP® designated financial advisor with over 32 years of industry experience. He currently serves at Truist Advisory Services and Truist Investment Services, having previously worked at Bb&T Securities, LLC and Scott & Stringfellow, Inc. Since 2018, Hylton has been a finance committee member for the Community Foundation of NC East, where he helps oversee the foundation's investment alignment with its policy statement. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and in-house research teams, to deliver comprehensive investment solutions.

Founder/Business Owner Executive
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