Lexington, KY Office

Susan Potter is a financial advisor at Truist Advisory Services with 15 years of industry experience. She holds a Series 66 designation and has worked within various Truist and BB&T entities since 2010. 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.

Lawrence Bender Jr. is a financial advisor with Truist Advisory Services in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously spent seven years at BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary management strategies, supported by AI-enabled research tools and inter-affiliate integration with Truist’s broader financial services.

David Mc Iver is a Series 66-registered financial advisor with Truist Advisory Services in Lexington, KY, with two years of industry experience. Prior to his current role, he worked at The UPS Store in a customer service capacity, including as a Notary Public. 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, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research.

Brian Butler is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Truist Advisory Services and has held roles within related Truist entities since 2021. His prior experience includes positions at BB&T Securities, LLC and Edward Jones. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary management approaches supported by third-party platform arrangements.

Matthew Burlew is a CFP® professional with 14 years of experience in the financial services industry. He currently serves as an advisor at Truist Advisory Services and Truist Investment Services, where he has worked since 2019. Prior to that, he was with BB&T Securities. Burlew is also an advisory board member of the Downtown Lexington Partnership, a nonprofit focused on economic development in Lexington, KY. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm combines discretionary and non-discretionary approaches, leveraging third-party platforms and AI-enabled research tools, with a notable level of inter-affiliate integration among Truist entities.

Robert Walters is a CFP® and holds a Series 66 license with 14 years of experience in the financial services industry. He is currently with Truist Advisory Services, where he has worked since 2018 through various affiliated entities, including Truist Investment Services and BB&T Securities. Prior to that, he was with JPMORGAN Securities LLC for three years. 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, investment policy analysis, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches with third-party platform and manager arrangements.

James Davis is a financial advisor at Truist Advisory Services in Lexington, KY, with 25 years of industry experience. He has held roles at Truist Advisory Services, Truist Investment Services, and BB&T Securities since 2014. He holds the Series 63 and Series 65 designations. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager‑selection program, utilizing both discretionary and non‑discretionary approaches along with third‑party platforms and AI-enabled research tools.

William Hamilton is a financial advisor with Truist Advisory Services in Lexington, KY, holding a Series 66 designation and three years of industry experience. He has worked with Truist and its affiliated entities since 2015. Outside of his advisory role, Hamilton serves as the board chair of REACH POSITION, an organization that provides financial education and down payment assistance to low- and moderate-income communities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.