Truist Advisory Services

Shannon Hill is a financial advisor at Truist Advisory Services with three years of industry experience. She holds a Series 66 designation and has previously worked at Fairwinds Credit Union and CUSO Financial Services. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions, combining model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist affiliates.

Jodi Perelman is a financial advisor at Truist Advisory Services with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Truist Advisory Services since 2016, having also worked at Truist BANKS, Inc. and TRUIST Investment Services, Inc. since 2012. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across affiliated channels.

Daniel Goldman is a financial advisor with Truist Advisory Services, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Truist Advisory Services, he held various roles within Truist entities and worked in education at Revolution Prep and C2 Education. He is based in Rockville, MD. Truist Advisory Services is a large SEC-registered investment adviser and subsidiary of Truist Financial, serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions, combining model portfolios, third-party managers, and advisor-led asset allocation.

Charles Shepherd is a CFP® and CFA® credentialed advisor with eight years of industry experience. He is currently with Truist Advisory Services and has previously worked at Bank of America. Based in Austin, TX, he has held multiple roles within the Truist organization since 2021. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions through model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across affiliated channels.

Sam Merrill is a financial advisor at Truist Advisory Services with three years of industry experience. He holds the Series 66 designation and previously worked at The Reynolds and Reynolds Company for seven years. Merrill serves as Treasurer for North Carolina Little League District 3, managing funds for multiple local leagues and tournaments. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions combining model portfolios, third-party managers, and advisor-led asset allocation, supported by extensive research and governance resources.

Susan Curry is a financial advisor at Truist Advisory Services with 23 years of industry experience. She holds the Series 66 designation and has worked at SunTrust Advisory Services since 2016 and Suntrust Investment Services, Inc since 2014. She is based in Atlanta, GA. Truist Advisory Services is a large SEC-registered investment adviser and subsidiary of Truist Financial, serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions, combining model portfolios, third-party managers, and advisor-led asset allocation.

Johnny Strickland is a financial advisor with Truist Advisory Services in Mount Pleasant, SC. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. Prior to joining Truist Advisory Services, he worked at SunTrust Investment Services and SunTrust Bank. Truist Advisory Services is an SEC-registered investment adviser with approximately 2,455 advisors and manages about $67.7 billion in its AMC programs. The firm serves individuals, corporations, retirement plan sponsors and participants, and charitable organizations, offering a combination of discretionary and non-discretionary investment solutions through model portfolios, third-party managers, and advisor-led asset allocation.

Alessandro Cicinelli Tobia is a financial advisor with Truist Advisory Services in Miami, FL, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at CitiBank and spent time in academic roles at Florida International University. Outside of finance, he manages a mobile pet grooming business that provides at-home services to pet owners. Truist Advisory Services offers investment consulting, retirement plan services, and a managed-account program serving individual, corporate, charitable, and institutional clients. The firm emphasizes asset allocation advice, manager selection support, and ongoing monitoring, utilizing AI-enabled research tools and a platform that allows client flexibility in manager selection.

Suzanne Dean is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 licenses and has 31 years of industry experience. She has worked at Truist Advisory Services since 2021 and previously held roles at Bb&T Securities, LLC and Bb&T Investment Services, Inc. Truist Advisory Services is a large SEC-registered investment adviser and a wholly owned subsidiary of Truist Financial, serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions through a combination of model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist’s affiliated channels.

Bryan Potacco is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at Truist Advisory Services since 2022 and previously held roles at Raymond James Financial Services and First Command Financial Services. Truist Advisory Services is a large SEC-registered investment adviser with approximately 2,455 advisors and $67.7 billion in assets under management. The firm serves individuals, corporations, retirement plan sponsors, and charitable organizations, offering both discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation.

Paul Sabataitis is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds a Series 66 designation and has worked at Truist Investment Services, Evertrue Inc, Oberlin College, Pansophic Learning, and Case Western Reserve. Outside of his advisory role, he serves as a part-time firefighter for the Village of Gates Mills Fire Department in Ohio. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions that combine firm-level model portfolios, third-party managers, and advisor-led asset allocation and fund monitoring.

Patrick Wales is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021 and was previously with BB&T Securities beginning in 2015. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions combining firm-level model portfolios, third-party managers, and advisor-led asset allocation.

Jennifer Ploehn is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Her career includes roles at Truist Advisory Services and SunTrust Investment Services dating back to 2008. Outside of her advisory work, she is involved as a distributor for a wellness supplement company and as a consultant for a fragrance products business. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plans, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions utilizing model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across affiliated channels.

William Peck is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Cetera, Regions Bank, and SunTrust, with continuous service at Truist-related entities since 2012. Truist Advisory Services is a large SEC-registered investment adviser and a subsidiary of Truist Financial, serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides a mix of discretionary and non-discretionary investment solutions using model portfolios, third-party managers, and advisor-led asset allocation, supported by proprietary research and multiple platform partnerships.

Robert Tweeddale is a financial advisor at Truist Advisory Services with 20 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Truist in 2025, he spent ten years with Merrill and Bank of America. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides a range of investment consulting and management solutions, including model portfolios and third-party manager programs, supported by research shared across affiliated entities.