Vinginia Beach, VA Office

Colin Ducharme is a financial advisor with Truist Advisory Services, holding the CFP® and CFA® designations and various securities licenses. He has four years of industry experience, including a 12-year tenure at Sterling Capital Management before joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager arrangements supported by AI-enabled research tools.

Tricia Momyer is a financial advisor at Truist Advisory Services with 19 years of industry experience. She holds a Series 66 designation and has worked at Truist and its predecessor entities since 2015. Outside of her advisory role, she owns an e-commerce business focused on marketing and selling various products online. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches supported by third-party platforms and emphasizes inter-affiliate integration across its services.

Dale Heely is a financial advisor at Truist Advisory Services with 21 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is currently based in Virginia Beach, VA. 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 AI-enabled research tools and inter-affiliate resources, to deliver investment solutions.

Niklas Oskarsson is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. He previously worked at Bb&T Wealth from 2016 to 2021. Oskarsson serves as a board member of the Virginia Symphony Foundation, which focuses on symphonic performances, music education, and community engagement in Southeastern Virginia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships, non-discretionary consulting, and AI-supported research in its manager selection and oversight processes.

Jamie Kerr is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds a Series 66 designation and has worked at various Truist entities and their predecessors since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and the AMC Advantage manager-selection program, utilizing both discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Donald Ebner is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 25 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and at SUNTRUST INVESTMENT SERVICES, Inc. since 2002. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and non-discretionary consulting to implement its advice.

Nancy Mitchel is a financial advisor at Truist Advisory Services with 29 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and previously worked at Merrill and Bank of America. Outside of her advisory role, she serves as Chairwoman of the Salvation Army of the Virginia Peninsula, where she presides over advisory board meetings. Truist Advisory Services offers investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a blend of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

William Johns is a financial advisor with Truist Advisory Services in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career background includes roles at Wells Fargo Clearing and Mass Mutual Investors Services before joining Truist Investment Services in 2005. Outside of finance, he is CEO of SRJ Performance, a business supporting a young driver competing in the SPEC Miata racing series. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting with third-party platform arrangements to deliver a range of investment solutions.

Colby Murphy is a CFP® and Series 66 credentialed advisor with 20 years of industry experience. He has worked at Truist Advisory Services since 2016 and has been with Truist Investment Services since 2009. He is based in Virginia Beach, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, 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, supported by AI-enabled research tools and inter-affiliate integration.

Megan Sowers is a Series 66-licensed financial advisor with 10 years of industry experience, currently affiliated with Truist Advisory Services in Virginia Beach, VA. She has been with SunTrust Advisory Services and SunTrust Investment Services since 2015. 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 third-party platforms and AI-enabled research tools, to deliver diversified investment solutions.

Kathy Clay is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She previously worked at Merrill for 17 years before joining Truist in 2022. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and an Equity Research team that employs AI-enabled tools.

Clarke Payne is a Certified Financial Planner (CFP®) with 25 years of industry experience. He is currently with Truist Advisory Services and has held various roles within Truist and its predecessors since 2013. His background also includes positions at the Wayne Country Development Alliance and Campbell University. 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 a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.