Newnan, GA Office
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Truist Advisory Services
Enterprise
Firm-wide stats for Truist Advisory Services
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
Location
295 Bullsboro Dr, Fl 2
Newnan GA 30263
Advisors at this office
3
Advisors at this office
Fatima L
Series 66
Newnan, GA
Truist Advisory Services
Fatima Lopez is a financial advisor at Truist Advisory Services with 26 years of industry experience. She holds the Series 66 designation and has worked with SunTrust Advisory Services and SunTrust Investment Services since 2015. Outside of her advisory role, she manages rental properties in Georgia. 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 inter-affiliate integration with related entities.
Olivia R
Series 63, Series 66
Newnan, GA
Truist Advisory Services
Olivia Ravenscroft is a financial advisor with Truist Advisory Services in Newnan, GA, holding Series 63 and Series 66 credentials and having eight years of industry experience. Her prior work includes roles at Wells Fargo and PNC Bank. 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, using third-party platforms and AI-enabled research tools to support investment decisions.
Calvin W
Series 66
Newnan, GA
Truist Advisory Services
Calvin Ward is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 11 years of industry experience, including roles at Suntrust Investment Services, Bb&T, and Wells Fargo Advisors. Ward serves on the boards of The Scholarship Academy and Voices for Georgia's Children, nonprofit organizations focused on education and child advocacy in Georgia. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary approaches supported by third-party manager relationships and AI-enhanced research tools.
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