Morganton, NC Office

Daniel Collinson is a financial advisor with Truist Advisory Services in Morganton, NC, holding a Series 66 designation and three years of industry experience. He has worked with various Truist entities since 2004. Outside of his advisory role, he manages a rental property in Charlotte, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager arrangements and integrates affiliate resources to deliver its investment solutions.

Laura Chatham is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. She has worked with Truist Advisory Services since 2021 and previously held roles at BB&T Securities and BB&T Bank. Outside of finance, she is the owner and photographer of Laura Chatham Photography, specializing in family portraits and special event photography. 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 a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by inter-affiliate integration and third-party platform partnerships.