The Villages, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$70,676,286,155
ClientsTotal clients
126,145
AdvisorsAdvisors at this office
3
Of 1,983 advisors across 651 offices
Location
2365 Parr Drive, Ia Suite 1
The Villages FL 32162
Advisors at this office
3
Advisors at this office
Pamela H
Series 63, Series 66
The Villages, FL
Truist Advisory Services
Pamela Hyde is a financial advisor with Truist Advisory Services and holds the Series 63 and Series 66 licenses. She has 11 years of industry experience, including nine years with SunTrust Investment Services and SunTrust Advisory Services. Outside of her advisory role, she serves as Secretary/Treasurer for the Orangewood Shores homeowners association. 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, supported by a research team that uses AI-enabled tools, to deliver tailored investment solutions.
Sadie G
Series 63
The Villages, FL
Truist Advisory Services
Sadie Gatch is a financial advisor with Truist Advisory Services, holding a Series 63 designation and 27 years of industry experience. She has worked with Truist Advisory Services and related entities since 2013, including SunTrust Advisory Services and SunTrust Bank. 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, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.
Terry S
Series 66
The Villages, FL
Truist Advisory Services
Terry Schueler is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds a Series 66 designation and has been with Truist Advisory Services since 2016, following a period at Truist Investment Services beginning in 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs third-party platforms and AI-enabled research tools to support its investment and manager selection processes.
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