Williamsburg, VA Courthouse Street Office

Team
Updated today
Truist Advisory Services logo

Truist Advisory Services

Enterprise

Firm-wide stats for Truist Advisory Services

Total advisors

1,974

Across 647 offices

Clients per advisor

64 Typical

Avg AUM per client

$560,278 Typical

HNW client ratio

26% High

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

Occupation focus

Founder/Business Owner Executive

Based on Truist Advisory Services

Location

4801 Courthouse Street, Suite 100

Williamsburg VA 23188

Advisors at this office

8

Advisors at this office

user avatar

Nikki N

Series 63, Series 65

Williamsburg, VA

Truist Advisory Services

Nikki Nunes is a financial advisor at Truist Advisory Services with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at SunTrust Investment Services since 2014. Outside of advisory work, she is a Virginia Notary Public. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Founder/Business Owner Executive
user avatar

Arthur C

Series 63, Series 65, Series 66

Williamsburg, VA

Truist Advisory Services

Arthur Chambers II is a financial advisor at Truist Advisory Services with 39 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His career includes roles at Truist Investment Services and SunTrust Advisory Services, reflecting a long tenure within the Truist enterprise. 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 integration across Truist’s broker-dealer and banking affiliates.

Founder/Business Owner Executive
user avatar

Melody G

Series 66

Williamsburg, VA

Truist Advisory Services

Melody Glass is a financial advisor with Truist Advisory Services, holding a Series 66 credential and 15 years of industry experience. She has been with Truist since 2015, including roles at BB&T Securities and Truist Investment Services. Outside of her advisory work, she is the author of a children’s book titled *Bubbles & Bullies*. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across its affiliated broker-dealer and bank.

Founder/Business Owner Executive
user avatar

William O

Series 63, Series 65

Williamsburg, VA

Truist Advisory Services

William Ouzts Sr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has worked at Truist Advisory Services since 2021 and previously spent time at Bb&T Securities, LLC, and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager selection programs utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Founder/Business Owner Executive
user avatar

William O

Series 66

Williamsburg, VA

Truist Advisory Services

William Ouzts is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 15 years of industry experience. Prior to joining Truist in 2021, he worked at Bb&T Securities and Scott & Stringfellow. He is also a member of the Hampton Roads Academy Alumni Council, a nonprofit organization focused on alumni engagement. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships along with third-party platforms to support client needs.

Founder/Business Owner Executive
user avatar

Steadman K

Series 63, Series 66

Williamsburg, VA

Truist Advisory Services

Steadman Knight is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Truist and its predecessor entities since 2016. 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 its investment solutions.

Founder/Business Owner Executive
user avatar

Bridget D

Series 66

Williamsburg, VA

Truist Advisory Services

Bridget Doane is a financial advisor at Truist Advisory Services with 13 years of industry experience. She holds the Series 66 designation and has worked at Truist Advisory Services and its predecessor firms since 2013. 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, supplemented by AI-enabled equity research, and emphasizes inter-affiliate integration across its affiliated entities.

Founder/Business Owner Executive
user avatar

Sophia O

Series 66

Williamsburg, VA

Truist Advisory Services

Sophia O’Neal is a financial advisor at Truist Advisory Services with 23 years of industry experience. She holds a Series 66 designation and has worked with Truist Investment Services since 2004, joining Truist Advisory Services in 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by technology-driven research and inter-affiliate integration.

Founder/Business Owner Executive
View complete list of advisors at this office
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