Lynchburg, VA Main St Office

Team
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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

810 Main St, Ste 100

Lynchburg VA 24504

Advisors at this office

4

Advisors at this office

user avatar

Melanie C

Series 66, Series 63

Lynchburg, VA

Truist Advisory Services

Melanie Chenault is a financial advisor with Truist Advisory Services in Lynchburg, VA, holding Series 63 and Series 66 credentials and over 30 years of industry experience. Her prior roles include positions at BB&T Securities, HSC Wealth Advisors, Northwestern Mutual Investment Management, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of her advisory work, she serves as the President of the Laxton Square Homeowner's Association. 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 manager-selection programs implemented through a combination of discretionary and non-discretionary strategies.

Founder/Business Owner Executive
user avatar

Michael M

Series 63

Lynchburg, VA

Truist Advisory Services

Michael Madden is a Series 63 credentialed advisor with 48 years of industry experience, currently serving at Truist Advisory Services since 2021. Prior to this, he worked at Bb&T Securities, LLC from 2013 to 2021. Outside of his advisory role, Madden serves as a trustee for Red Hill Patrick Henry National Memorial and is a board member of Lynchburg Beacon of Hope, a nonprofit supporting local high school students in their career and educational pathways. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and manager oversight.

Founder/Business Owner Executive
user avatar

Ian M

Series 66

Lynchburg, VA

Truist Advisory Services

Ian Morse is a financial advisor at Truist Advisory Services with Series 66 registration and experience in related roles since 2019. Prior to joining Truist Advisory Services in 2026, he worked at Truist Investment Services and Truist, as well as at StarTek. 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, utilizing a combination of discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Founder/Business Owner Executive
user avatar

Alexander G

Series 66

Lynchburg, VA

Truist Advisory Services

Alexander Gibson is a financial advisor at Truist Advisory Services with one year of industry experience. He holds the Series 66 designation and previously worked at T3 Trading Group, LLC. Outside of finance, he owns and operates ALEX GIBSON ART LLC, where he sells his artwork and prints both in person and online. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration, to manage client portfolios and investment programs.

Founder/Business Owner Executive
View complete list of advisors at this office
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