Sun City Center, FL 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
1525 Rickenbacker Dr
Sun City Center FL 33573
Advisors at this office
3
Advisors at this office
Daniel W
CFP®, Series 63, Series 66
Sun City Center, FL
Truist Advisory Services
Daniel Walsh is a Certified Financial Planner (CFP®) with 34 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2016, and previously with Suntrust Investment Services beginning in 1997. Based in Sun City Center, FL, Walsh has extensive experience in investment advisory services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting with third-party platform support and uses AI-enabled tools in its research process.
Charles C
Series 63, Series 65
Sun City Center, FL
Truist Advisory Services
Charles Conner is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and has been affiliated with SunTrust Investment Services, Inc. and SunTrust Bank since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches and integrates third-party managers and AI-enabled research tools to support its investment strategies.
Jean R
Series 66
Sun City Center, FL
Truist Advisory Services
Jean Rullier is a Series 66-licensed financial advisor with Truist Advisory Services in Tampa, FL, and has two years of industry experience. His prior roles include positions at Wells Fargo and Truist Bank. Outside of his advisory work, he has contracted with Carvertise Inc., a car advertising company, driving a wrapped vehicle as part of an advertising agreement. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, integrating services across affiliated entities.
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