McLean, VA Greensboro Dr Office

Richard Levinson is a CFA® charterholder with four years of industry experience. He has been with Truist Advisory Services since 2022 and previously worked at Wells Fargo Clearing Services and Wells Fargo Bank for over 30 years combined. Outside of his advisory role, Levinson serves as a trustee and power of attorney for several family trusts. 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, plan sponsor fiduciary support, participant advice, and a manager-selection program implemented through a mix of discretionary and non-discretionary approaches using third-party platforms.

Kevin Moriarty is a financial advisor at Truist Advisory Services with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing for nine years. Moriarty is based in McLean, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and consulting supported by third-party platforms and manager arrangements.

Jonathan Bjoring is a financial advisor at Truist Advisory Services with 27 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at PNC Investments. His current tenure includes seven years at SunTrust Advisory Services and SunTrust Investment Services. 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 both discretionary and non-discretionary arrangements supported by third-party platforms and AI-enabled research tools.

Austin Sutphin is a financial advisor at Truist Advisory Services with one year of industry experience. He holds a Series 65 designation and has prior roles with Virginia Tech, the Virginia Tech Foundation, and CVS Health. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management with third-party platforms and employs AI-enabled tools in its research and oversight processes.

Jose Reyes is a Series 66 licensed financial advisor with six years of industry experience, currently with Truist Advisory Services. His prior roles include positions at Suntrust Investment Services, BB&T, and Bank of America. He serves as a board member of Love Church, a nonprofit religious organization, where he participates in budget and expense approvals. 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-enhanced research and extensive inter-affiliate integration.

Romesh Jayatileke is a financial advisor with Truist Advisory Services in McLean, VA, holding Series 66, 65, and 63 licenses and five years of industry experience. His prior work includes a long tenure at Wells Fargo Bank and related entities from 2008 to 2022. Outside of his advisory role, he serves as a board member of Fairfax Futures, an early childhood education advocacy organization in Fairfax County, VA. 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 manager arrangements supported by AI-enabled research and an integrated inter-affiliate operating structure.

Kara Bjoring is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has worked at Truist Investment Services since 2019 and previously held roles at PNC Bank and PNC Investments from 2014 to 2019. 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 third-party platforms and AI-enabled research tools.

Amy Mackay is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has 15 years of industry experience. Her career includes roles at Truist Investment Services, Wells Fargo Clearing, and Wachovia Bank. She serves as a board member for the Community Foundation for Northern Virginia, a public charity focused on advancing equity through philanthropy. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research.

James Mccormack is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with SunTrust Investment Services since 2000 and transitioned to SunTrust Advisory Services in 2016, continuing his advisory role. 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 and non-discretionary approaches, supported by third-party manager relationships and AI-enabled equity research, with a notable level of inter-affiliate integration across its services.

Yvette Farrugia Polster is a CFP® and holds a Series 66 license with 22 years of experience in the financial services industry. She has worked at Truist Advisory Services since 2021 and has been with related Truist entities and BB&T since 2004. She is based in McLean, VA. 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 with Truist Investment Services and Truist Bank.

Craig Frye is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with several affiliated entities including Truist Investment Services and BB&T in various capacities since 2005. 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 strategies, leveraging third-party platforms and AI-enabled research tools to support manager selection and portfolio oversight.

James Beall is a CFP® professional with 13 years of experience in the financial services industry. He is currently an advisor at Truist Advisory Services and has served in roles at Suntrust Investment Services and Keel Point Capital. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, supported by AI-enabled equity research and integrated inter-affiliate resources.

Thomas Duval is a financial advisor at Truist Advisory Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing. Duval owns a rental property that he manages personally. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a blend of discretionary manager relationships and consulting supported by AI-enhanced research and inter-affiliate collaboration.

Harry Pilson II is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with SunTrust Advisory Services and Sun Trust Investment Services for 10 years. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, fiduciary support, and manager selection programs. The firm integrates discretionary and non-discretionary strategies with third-party platforms and employs both traditional and AI-enabled research tools in its investment oversight.

Michael Rutler is a Series 66-licensed advisor with Truist Advisory Services, bringing 19 years of industry experience. He has held roles at Truist Advisory Services and its predecessors since 2015. Outside of his advisory work, he serves as Treasurer for the Marlan Forest Citizens' Association, managing financial duties and supporting community activities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, leveraging third-party platforms and AI-enhanced equity research to support investment decisions.