Roanoke, VA Franklim Road, SE Office

Christopher Thomas is a CFP® professional with 34 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2022, following previous roles 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, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Timothy Brauch is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds the Series 66 and Series 63 licenses. Prior to joining Truist Advisory Services, he worked at Truist Bank and SunTrust Bank, and he has also spent four years at Chick-fil-A. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Corey Heck is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked with Truist Advisory Services since 2022 and previously spent over a decade at Wells Fargo in various advisory roles. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supplemented by AI-enabled research tools and inter-affiliate resources.

James Beckett is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Truist Advisory Services and Truist Investment Services, where he has worked since 2022. Prior to that, he spent 16 years at Wells Fargo Bank, NA and a year at Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that includes both discretionary and non-discretionary approaches, supported by AI-enabled research tools and inter-affiliate integration.

Jason Turner is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including prior roles at Bb&T Securities, LLC. Outside of his advisory work, he breeds and raises cattle and hogs for livestock sale. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platforms and tools.

Mark Purcell is a financial advisor with Truist Advisory Services in Roanoke, VA. He holds a Series 66 designation and has 15 years of industry experience. His career includes roles at Truist Investment Services, Suntrust Advisory Services, and BB&T Securities. 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 services through a combination of discretionary and non-discretionary strategies.

David Bowman Jr. is a CFP® with 17 years of industry experience, currently advising at Truist Advisory Services since 2021. He previously worked at BB&T Securities and SunTrust Investment Services. Outside of finance, David serves as a scuba instructor with Aquatrek Adventures. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, implementing advice through discretionary and non-discretionary manager relationships supported by AI-enabled research and inter-affiliate resources.

Oliver Surprenant is a financial advisor with Truist Advisory Services in Roanoke, VA, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Wells Fargo Clearing, BB&T Bank, Northwestern Mutual, and JMS Builders Developers Inc. He has worked with Truist entities since 2021. 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 manager arrangements and offers specialized programs such as the AMC Advantage for clients seeking third-party manager selection.

Michael O'Keefe is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 designations and has 22 years of industry experience. His prior roles include positions at BB&T Securities and SunTrust Advisory Services. 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 mix of discretionary and non-discretionary manager relationships and employs AI-enabled tools to support investment research and manager oversight.

Patrick Johnson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes positions at Wells Fargo Advisors and Wachovia Bank before joining Truist in 2022. Johnson serves as Treasurer of the Southwest Virginia Business Development Association and is active on the Board of Directors and as Youth Coordinator for the Rotary of Downtown Roanoke, where he organizes youth exchange programs. He is also a board member of Capital for Counsel, a small nonprofit focused on funding mental health treatment access. 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, investment policy analysis, and the AMC Advantage manager-selection program. The firm integrates discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled equity research, with a distinctive affiliation structure involving its broker-dealer and banking entities.

Sarah Rock is a financial advisor at Truist Advisory Services with 20 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Truist in 2022, she worked at Wells Fargo Clearing and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate integration.

Danielle Ponce is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has three years of industry experience and has previously worked at FIRDT BANK and Gorski Enterprises 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 combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its AMC Advantage manager-selection program and fiduciary support.

Kelly Cook is a financial advisor with Truist Advisory Services in Roanoke, VA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her career includes roles at Wells Fargo Advisors and Wachovia Bank prior to joining Truist. Outside of her advisory work, she serves as a co-executor for an estate in Roanoke. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party manager programs and AI-enhanced research.