Wilmington, NC N 3rd St Office

Team
Updated today
Truist Advisory Services logo

Truist Advisory Services

Enterprise

Firm-wide stats for Truist Advisory Services

Total advisors

1,953

Across 643 offices

Clients per advisor

65 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

101 N 3rd St, Fl 3

Wilmington NC 28401

Advisors at this office

6

Advisors at this office

user avatar

Jenna Y

Series 66

Wilmington, NC

Truist Advisory Services

Jenna Yingling is a financial advisor at Truist Advisory Services with 17 years of industry experience. She holds a Series 66 designation and has held prior roles at Morgan Stanley Smith Barney and La Belle Shell. Yingling serves on the board of directors for The Carousel Center, a nonprofit child advocacy organization in Wilmington, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program delivered through a combination of discretionary manager relationships and non-discretionary consulting.

Founder/Business Owner Executive
user avatar

Conner C

Series 66

Wilmington, NC

Truist Advisory Services

Conner Carvell is a financial advisor with Truist Advisory Services, holding a Series 66 designation and three years of industry experience. His prior work includes roles at The Vanguard Group, PNC, and Kish Bank. 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 with non-discretionary consulting, leveraging inter-affiliate resources and AI-enabled research tools to support its investment programs.

Founder/Business Owner Executive
user avatar

Thomas G

Series 65

Wilmington, NC

Truist Advisory Services

Thomas Green III is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds a Series 65 designation and has worked at Truist Advisory Services since 2024, following roles at Truist Investment Services, Inc., Ascenus, and BB&T. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Founder/Business Owner Executive
user avatar

Anthony B

Series 66

Wilmington, NC

Truist Advisory Services

Anthony Baverso is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. Prior to his current role, he held positions at Truist Investment Services and has involvement in boat rental operations through Carolina Boat Rentals. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and diversified manager selection programs, utilizing a combination of discretionary and non-discretionary solutions supported by inter-affiliate integration.

Founder/Business Owner Executive
user avatar

Diane M

Series 63, Series 66

Wilmington, NC

Truist Advisory Services

Diane Mannino is a financial advisor with Truist Advisory Services in Wilmington, NC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her career includes roles at Truist Investment Services, Bbtsec, Mass Mutual Investors Services, and Metlife Securities Inc. since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses AI-enabled research tools alongside inter-affiliate integration to support its AMC Advantage manager-selection program.

Founder/Business Owner Executive
user avatar

Matthew G

Series 63, Series 66

Wilmington, NC

Truist Advisory Services

Matthew Grasso is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at Morgan Stanley Private Bank, N.A. for nine years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plans, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs through a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enhanced research.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)