Williamston, NC Office
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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
603 East Boulevard, Ste A1
Williamston NC 27892
Advisors at this office
2
Advisors at this office
Randall Scott W
Series 63, Series 65
Williamston, NC
Truist Advisory Services
Randall Scott West is a financial advisor at Truist Advisory Services with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Truist Advisory Services and Truist Investment Services since 2021, following roles at BB&T Securities, Bank of America, and Merrill. Outside of his advisory work, he is the president of The Bethany West LLC, which manages a family church building used for occasional community events. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.
William T
Series 66
Williamston, NC
Truist Advisory Services
William Taylor is a Series 66-credentialed advisor with seven years of experience, currently with Truist Advisory Services. His prior experience includes roles at Bank of America, Merrill, and TRUIST Investment Services. He serves as a board member of the Martin County Economic Development Corporation and as a trustee for Martin Community College. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, leveraging third-party managers and AI-enabled research tools, and operates with a high degree of inter-affiliate integration.
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