Jacksonville, FL Riverplace Blvd Office

James Blackwell Jr. is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds a Series 66 designation and has worked at various Truist and BB&T affiliated firms since 2012. Outside of his advisory role, he serves on the boards of the Hayes-Taylor Memorial YMCA and the Renae Kimble Academy Elementary Charter School. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by AI-enabled research and inter-affiliate integration.

Margaret Holt is a financial advisor with Truist Advisory Services in Jacksonville, FL, holding Series 63 and Series 66 licenses and 23 years of industry experience. Her career includes roles at Truist Investment Services, BBVA Securities Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, and fiduciary support. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and manager arrangements, supported by AI-enabled research tools and supervisory oversight.

Brandon Hogue is a financial advisor with Truist Advisory Services in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked within the Truist and SunTrust organizations since 2012. Outside of his advisory role, he owns a second home used for short-term rental income. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

John Logue is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Truist Advisory Services and Truist Investment Services, having previously worked at PNC and BBVA in various wealth management and securities roles. Outside of his advisory work, he assists with a Massage Envy franchise owned by his wife. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary strategies.

Karen Mayfield is a CFP® with 21 years of experience in the financial services industry. She currently serves as an advisor at Truist Advisory Services, where she has worked since 2021, following prior roles with SunTrust Advisory Services and related firms. Outside of her advisory work, Mayfield holds leadership and volunteer roles with local organizations including the Estate Planning Council of Northeast Florida, Wolfson Children's Women's Board, and the Ronald McDonald House. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships and integrates third-party platforms and AI-enabled research to support its investment offerings.

Amanda Jordan is a CFP® with nine years of experience in financial advisory, currently with Truist Advisory Services. She previously worked for Bank of America for ten years before joining SunTrust Advisory Services in 2017. Outside of finance, she is involved in several entrepreneurial activities including a lifestyle consulting business and co-ownership of a home services company. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing discretionary and non-discretionary investment approaches supported by third-party platforms and AI-enhanced research.

Wayne Dedrick is a financial advisor at Truist Advisory Services with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at UBS Financial Services from 2005 to 2017 and at BB&T Securities and SunTrust Advisory Services since 2017. He serves as a member of the Board of Trustees at Saint Francis University. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enhanced research.