Ormond Beach, FL Roscommon Dr 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
3780 Roscommon Dr
Ormond Beach FL 32174
Advisors at this office
4
Advisors at this office
John D
CFP®, Series 63, Series 66
Ormond Beach, FL
Truist Advisory Services
John Downey is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2016 and with Truist Investment Services since 1998. He holds Series 63 and Series 66 licenses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate resources.
Andrea B
Series 63, Series 65
Ormond Beach, FL
Truist Advisory Services
Andrea Bishop is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She has worked at Suntrust Investment Services and Suntrust Advisory Services since 2016. Outside of her advisory role, she owns a business that creates grazing boards and boxes. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm integrates discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment approach.
Melodee P
Series 66
Ormond Beach, FL
Truist Advisory Services
Melodee Pitts is a Series 66 licensed financial advisor with 19 years of industry experience. She has worked at Truist Advisory Services since 2016 and has been with Truist Investment Services since 2006. 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 manager selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.
Kristen M
Series 63, Series 65
Ormond Beach, FL
Truist Advisory Services
Kristen Mock is a financial advisor at Truist Advisory Services with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked within various Truist entities, including Truist Investment Services and Truist Bank. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party manager arrangements and AI-enabled research tools.
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