Richmond, VA 919 E Main St Fl 5 Office

David Gray is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes long-term roles at Scott & Stringfellow, Inc. and Bb&T Securities, LLC, along with his current position at Truist since 2013. 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.

John Sullivan is a CFP® and ChFC® professional with 23 years of experience in the financial services industry. He has been with Truist Advisory Services since 2016 and also holds a role at Truist Investment Services starting in 2015. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools, to deliver its investment solutions.

Christopher Voegelin is a CFP®-certified financial advisor with 11 years of industry experience, currently working at Truist Advisory Services. He has worked at SunTrust Advisory Services and SunTrust Investment Services since 2014. Voegelin serves as a board member of Richmond Christian School, a K-12 private nonprofit institution, where he is involved in budgeting, policy development, and oversight of school administration. 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, investment policy analysis, fiduciary support, and manager-selection programs through a combination of discretionary and non-discretionary approaches, supported by integrated third-party platforms and AI-enabled research tools.

Roger Skeen Jr. is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Truist Advisory Services since 2016 and with Truist Investment Services, Inc. since 2012. Outside of his advisory role, he serves as president of the Richmond Area Bicycle Association, a nonprofit that organizes community rides and distributes bicycles to children in need. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, using a combination of discretionary and non-discretionary approaches supported by inter-affiliate relationships and third-party platforms.

Brian Gates is a CFP® professional at Truist Advisory Services with 27 years of industry experience. He has worked in various roles within Truist and its predecessor firms since 2006. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships and third-party platforms.

James Cann is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with Truist Advisory Services since 2016 and with Truist Bank since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program. The firm combines discretionary and non-discretionary approaches, leveraging third-party platforms and AI-enabled research tools, with a focus on inter-affiliate integration and comprehensive supervisory oversight.

Jonathon Fant is a financial advisor at Truist Advisory Services with a Series 65 designation and one year of industry experience. His prior roles include positions at Truist Bank, Scott+Scott Attorneys at Law, Virginia Military Institute, and Colonial Forge High School. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting to implement its advice.

Harold Hughey is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. He has worked with Truist and its predecessor firms since 2015, including BB&T Securities and SunTrust Advisory Services. Outside of his advisory role, he serves on several boards, including the Chesterfield County Citizens' Budget Advisory Committee, the CFA Society Virginia Board of Directors, and the Commonwealth of Virginia Debt Capacity Advisory Board. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plans, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enhanced research and significant inter-affiliate integration.

Yvonne Pridemore is a Series 66 licensed financial advisor with 24 years of industry experience. She is currently with Truist Advisory Services, having held various roles within the Truist enterprise since 2013, including positions at SunTrust and BB&T subsidiaries. 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 a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Tracy Rosson is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with SunTrust advisory affiliates since 2010, including SunTrust Advisory Services since 2016. Truist Advisory Services offers 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 platforms and AI-enabled research tools.

Connor Sweeney is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Truist Investment Services, State Farm VP Management Corp., and Parkland Securities, LLC. 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, fiduciary support, and a manager-selection program, implementing advice through discretionary and non-discretionary arrangements supported by third-party platforms and AI-enabled research tools.

Charles Redding is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bb&T Securities, LLC, and Trust Investment Services, Inc. He is based in Richmond, VA. 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.

Elizabeth Calaman is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. She has been with SunTrust Advisory Services since 2016 and previously worked at Suntrust Investment Services, Inc. since 2006. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation, fiduciary support, and third-party manager selection through its AMC Advantage program. The firm integrates discretionary and non-discretionary investment approaches and utilizes affiliated broker-dealer and bank services as part of its operating model.

Matthew Campbell is a financial advisor with Truist Advisory Services, holding a Series 65 credential and bringing 23 years of industry experience. He has worked at Truist Advisory Services since 2021 and has prior experience with Bb&T Securities, LLC and Scott & Stringfellow, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships alongside AI-enabled tools for research and manager oversight.

Justin Blackford is a CFP®-credentialed financial advisor with three years of industry experience, currently with Truist Advisory Services in Richmond, VA. His prior experience includes roles at Bessemer Trust Company of Florida and Truist Investment Services, among others. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment solutions.