Rock Hill, SC Office

Paula Oates is a financial advisor with Truist Advisory Services in Rock Hill, South Carolina. She holds Series 63 and Series 65 licenses and has 24 years of industry experience. Her career includes multiple roles at Truist Investment Services and its predecessor entities dating back 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 offers asset allocation, investment policy analysis, fiduciary support, participant advice, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches supported by third-party platforms and research tools.

Jennifer Davis is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 20 years of industry experience. Her prior work includes eight years at LPL Financial and four years with Independent Advisor Alliance. Outside of her advisory role, she designs printable templates for clients, and she also engages in pet sitting and participates in independent survey taking. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and integrates affiliate services including Truist Investment Services and Truist Bank features.