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Advisory Solutions Team

Advisory Solutions Team

James C. Willis, CFA®

James C. Willis, CFA®

Managing Director

Jeffrey J. Schappe, CFA®

Jeffrey J. Schappe, CFA®

Managing Director

Kevin J. Stoll, CFA®

Kevin J. Stoll, CFA®

Managing Director

Shane A. Burke

Shane A. Burke

Executive Director

Brandon W. Carl, CFA®

Brandon W. Carl, CFA®

Executive Director

J. Travis Pollack, CFA®

J. Travis Pollack, CFA®

Director

Rusty A. Woodward, CFA®, CAIA®

Rusty A. Woodward, CFA®, CAIA®

Director

George M. Carbaugh

George M. Carbaugh

Associate Director

Scarlett  Guo

Scarlett Guo

Associate Director



Advisory Solutions Sales & Service Team

Maxwell J. Anthony

Maxwell J. Anthony

Managing Director

Anthony G. DeLucia

Anthony G. DeLucia

Managing Director

Corey  Byrd

Corey Byrd

Director

Timothy A. Sargent

Timothy A. Sargent

Director




Any information or opinions contained on this Website are those of Sterling Capital Management LLC, and not of Truist Financial Corporation or its executives. They are for general information only and are not meant to be predictions or an offer of individual or personalized investment advice. They are not intended as an offer or solicitation with respect to the purchase or sale of any security. This information and these opinions are subject to change without notice. Any type of investing involves risk and there are no guarantees. Sterling Capital Management LLC does not assume liability for any loss which may result from the reliance by any person upon such information or opinions.

Investment advisory services are available through Sterling Capital Management LLC, a separate subsidiary of Truist Financial Corporation. Sterling Capital Management LLC manages customized investment portfolios, provides asset allocation analysis and offers other investment-related services to affluent individuals and businesses. Securities and other investments held in investment management or investment advisory accounts at Sterling Capital Management LLC are not deposits or other obligations of Truist Financial Corporation, Truist Bank or any affiliate, are not guaranteed by Truist Bank or any other bank, are not insured by the FDIC or any other federal government agency, and are subject to investment risk, including possible loss of principal invested.