Orlando, FL E Colonial Dr Office

Team
Updated today

Client AUM

$70,676,286,155

Clients

126,145

Advisors

7

Of 1,978 advisors across 651 offices

Location

2300 E Colonial Dr

Orlando FL 32803

Advisors at this office

7

Advisors at this office

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Andrea A

Series 66

Orlando, FL

Truist Advisory Services

Andrea Arismendi is a financial advisor with Truist Advisory Services holding a Series 66 designation and eight years of industry experience. She has been with Truist Advisory Services since 2018 and previously worked at SunTrust Bank from 2014 to 2017. 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 combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver a range of investment solutions.

Founder/Business Owner Executive
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Nicolas B

Series 63, Series 66

Orlando, FL

Truist Advisory Services

Nicolas Barone is a financial advisor with Truist Advisory Services based in Orlando, FL. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Prior to his current role, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, employing AI-enabled research tools and offering a manager-selection program through affiliated entities.

Founder/Business Owner Executive
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David S

Series 63, Series 65

Orlando, FL

Truist Advisory Services

David Salazar is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Truist, he worked at Charles Schwab & Co., Inc. and has held positions in various service and hospitality roles. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Founder/Business Owner Executive
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Jehu F

Series 66

Orlando, FL

Truist Advisory Services

Jehu Francois is a financial advisor with Truist Advisory Services in Orlando, FL, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Truist Investment Services, Royal Alliance, and TIAA-CREF. Outside of finance, he owns a rental property management business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

Founder/Business Owner Executive
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Deborah M

Series 63, Series 66

Orlando, FL

Truist Advisory Services

Deborah Mcmillen is a financial advisor at Truist Advisory Services with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Truist Advisory Services and its affiliated entities since 2016, including SunTrust Advisory Services LLC prior to the firm's rebranding. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support manager selection and portfolio oversight.

Founder/Business Owner Executive
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Justin M

Series 66

Orlando, FL

Truist Advisory Services

Justin Meisner is a financial advisor at Truist Advisory Services with one year of industry experience. He holds the Series 66 designation and has worked at Truist in various capacities since 2021. Prior to his career in financial services, Meisner spent 14 years at Enterprise Holdings. 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, plan sponsor fiduciary support, participant advice, and a manager-selection program implemented through discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools.

Founder/Business Owner Executive
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Kelly D

Series 63, Series 66

Orlando, FL

Truist Advisory Services

Kelly Davison is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. She has been with Truist Advisory Services since 2016 and Truist Investment Services since 2015. Outside of her advisory role, she serves as president of the Dean Point Place Homeowners' Association in Orlando, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a mix of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, and is noted for its inter-affiliate integration among related Truist entities.

Founder/Business Owner Executive
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