Tallahassee, FL 3522 Thomasville Rd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
3522 Thomasville Rd
Tallahassee FL 32309
Advisors at this office
3
Advisors at this office
Madison M
Series 66
Tallahassee, FL
Truist Advisory Services
Madison Madill is a financial advisor at Truist Advisory Services with two years of industry experience. She holds a Series 66 designation and has previously worked at Truist Bank and Bank of America. Outside of her advisory role, Madison sells used clothing on the online platform Poshmark. 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 with non-discretionary consulting and utilizes AI-enabled research tools alongside supervisory oversight to support client investment decisions.
Charles H
Series 63, Series 66
Tallahassee, FL
Truist Advisory Services
Charles Hopkins Jr. is a financial advisor at Truist Advisory Services with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked within the Truist and SunTrust organizations since 2012. Hopkins serves as a trustee for The Tallahassee Quarterback Club Foundation, which sponsors the collegiate Biletnikoff Award and provides scholarships to local high school students. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, 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, to deliver its investment solutions.
William T
Series 66
Tallahassee, FL
Truist Advisory Services
William Twum is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 13 years of industry experience. His work history includes roles at Truist Advisory Services, Wells Fargo Clearing, Wells Fargo Bank, and JPMorgan Chase. Outside of finance, he co-owns an African hair braiding salon in Tallahassee, FL. 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 equity research tools.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")