Wyomissing, PA Broadcasring Rd 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
1340 Broadcasring Rd, Ste 200
Wyomissing PA 19601
Advisors at this office
5
Advisors at this office
Evan H
Series 63, Series 66
Wyomissing, PA
Truist Advisory Services
Evan Hand III is a financial advisor at Truist Advisory Services with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities within Truist and its predecessor firms since 2016. 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 offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches supported by AI-enabled research tools.
Michael B
Series 66
Wyomissisng, PA
Truist Advisory Services
Michael Bucklin is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently with Truist Advisory Services and has previously held roles at BB&T, Santander, and PNC. Bucklin serves on the boards of several nonprofit organizations, including The Heritage Resident Benefit Fund, Dayspring Homes, Inc., and the Oley Valley Community Education Foundation. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and consulting, supported by AI-enabled equity research and inter-affiliate resources.
Scott G
Series 63, Series 65
Wyomissing, PA
Truist Advisory Services
Scott Gola is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Truist and its affiliated entities since 2016. Outside of his advisory role, he serves as treasurer for United Evangelical in Denver, Pennsylvania. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships with third-party platforms and AI-enhanced research to support investment decision-making and fiduciary oversight.
Joshua W
Series 66, Series 63
Wyomissing, PA
Truist Advisory Services
Joshua Weaknecht is a financial advisor with Truist Advisory Services in Wyomissing, PA. He holds Series 66 and Series 63 licenses and has 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wachovia Bank, and BB&T. Outside of his advisory work, he serves on the Board of Trustees for Historic Bethlehem Museums Sites. 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 and uses third-party platforms and AI-enabled research tools to support its investment approach.
Martin B
Series 63, Series 65
Wyomissing, PA
Truist Advisory Services
Martin Braam is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His career includes roles at Truist Investment Services, Bb&T Securities, and Cetera. 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 offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program that utilizes a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.
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