Westlake, TX 1301 Solana Blvd Ste 2340 Office
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Truist Advisory Services
Enterprise
Firm-wide stats for Truist Advisory Services
About
Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a broad client base that includes individuals (including high‑net‑worth clients), corporations, plan sponsors, plan participants, and charitable organizations. Its advisory offerings include plan sponsor and participant services, asset allocation and fund monitoring, and the AMC Advantage program that assists clients in selecting third‑party investment managers.
The firm works with clients by collecting financial information through questionnaires, helping define goals and constructing asset allocation strategies, and then recommending or onboarding one or more managers on the Envestnet platform; for retirement plans it partners with Envestnet Retirement Solutions and may serve as a 3(21) co‑fiduciary or recommend ERS 3(38) discretionary services. Research and monitoring combine traditional sources and due diligence with AI‑enabled tools used by the Equity Research Team, and TAS provides ongoing reviews, quarterly reporting, and at‑least‑annual client consultations.
What is distinctive in TAS’s brochure is the scope of its affiliated financial relationships and the operational arrangements that accompany them — the firm is a Truist Financial affiliate with extensive bank, broker‑dealer, and clearing relationships (NFS, Truist Investment Services and Truist Bank) and discloses an affiliation with a swap dealer, as well as required use of an affiliated broker for the AMC Advantage program and a multibank/single‑bank cash sweep that can generate affiliate revenue. The brochure also details several past regulatory matters, including 2024 SEC and CFTC orders and related remediation commitments, which the firm highlights in describing its compliance and supervisory framework.
Based on Truist Advisory Services
Location
1301 Solana Blvd, Ste 2340
Westlake TX 76262
Advisors at this office
3
Advisors at this office
Brian J
Series 63, Series 65
Westlake, TX
Truist Advisory Services
Brian James is a financial advisor with Truist Advisory Services in Westlake, TX. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior work includes roles at BBVA Securities Inc., Merrill, and Banc of America Investment Services. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a range of research methods, including AI-enabled tools, and offers services through the Envestnet platform and partnerships to support both individual and retirement plan clients.
Sidney F
Series 63, Series 65
Westlake, TX
Truist Advisory Services
Sidney Fenton is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes prior roles at BBVA Compass Insurance Agency, BBVA Wealth Solutions, and BBVA Securities. Fenton is based in Westlake, Texas. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base that includes individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools to support asset allocation and manager selection, providing ongoing reviews and client consultations.
Cassandra A
Series 63, Series 65
Westlake, TX
Truist Advisory Services
Cassandra Altom is a financial advisor at Truist Advisory Services with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank. Outside of her advisory role, she operates a small craft business creating personalized tumblers and items. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm integrates traditional research with AI-enabled tools and offers ongoing client reviews, leveraging its affiliation with Truist Financial and various banking and brokerage entities.
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