Knoxville, TN S Gay St Office

Gabriella Musrock is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked with Truist Advisory Services and affiliated firms since 2010, including Bb&T Bank and Bb&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Emily Beard is a financial advisor at Truist Advisory Services with one year of industry experience. She holds the Series 66 designation and has worked in various roles at Truist and its affiliated entities since 2020. Prior to that, she held positions at Suncoast Credit Union, Midflorida Credit Union, Bealls Outlet, and South Florida State College. 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 with a focus on manager selection, supported by AI-enabled research and inter-affiliate integration within the Truist enterprise.

Nichole Double is a Series 66 licensed financial advisor at Truist Advisory Services with three years of industry experience. She has worked at Truist Investment Services Inc. and Truist Advisory Services Inc. since 2022 and previously held positions at Aramark and Truist Bank. 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 a mix of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Karlo Rodriguez is a financial advisor with Truist Advisory Services holding a Series 66 designation and one year of industry experience. His career includes roles at Truist Investment Services, The Trust Company of Tennessee, USI Consulting Group, and Rarity Bay. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, investment policy analysis, fiduciary support, and manager selection through its AMC Advantage program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

William Taylor Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with Truist Advisory Services and its predecessor firms since 2013. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled research tools, to provide investment policy analysis, fiduciary support, and managed account programs.

Jacob Harper is a financial advisor with Truist Advisory Services in Knoxville, TN, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. His prior roles include positions at BB&T Securities, LLC, and BB&T. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled tools to support asset allocation, investment policy analysis, and fiduciary services.

Bradford Buckshorn III is a financial advisor with Truist Advisory Services in Knoxville, TN, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Merrill, Bank of America, and SunTrust Investment Services prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, employing a combination of discretionary and non-discretionary management strategies supported by third-party platforms and AI-enabled research tools.

William Savage Jr. is a financial advisor with Truist Advisory Services, holding the CFP®, ChFC®, and Series 66 designations and bringing 23 years of industry experience. His career includes various roles within Truist and its predecessor entities since 2005. Outside of his advisory work, he is a passive member of a family farm LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and manager arrangements.

James Mason Jr. is a CFP® professional affiliated with Truist Advisory Services, based in Knoxville, TN, with 32 years of industry experience. He has been with SunTrust Advisory Services since 2016 and previously worked at SunTrust Investment Services, Inc. since 1999. Truist Advisory Services provides investment consulting and advisory to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Tracy Richter is a CFP®-certified financial advisor with 11 years of industry experience, currently with Truist Advisory Services in Knoxville, TN. She has held positions at various Truist and BB&T entities since 2017 and previously worked at U.S. Bancorp Investments. Richter serves as a financial coach and board member for Wings for Widows, a nonprofit providing pro bono financial planning to newly widowed individuals. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled equity research to support its investment approach.

Jackson Musrock is a financial advisor with Truist Advisory Services and holds the Series 66 designation. He has one year of industry experience. Prior to joining Truist Investment Services, he worked in educational roles at various institutions including the University of Tennessee Knoxville and Webb High School. 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 asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platforms and research tools.