Eileen Marion Wood

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2023 → Present
  Truist Investment Services, Inc
  Mount Laurel, NJ
• 06/2001 → 03/2023
  Pnc Capital Markets, Inc.
  Pittsburgh, PA

Other Businesses

JOSEPH'S HOUSE OF CAMDEN POSITION: Board of Director and Treasurer NATURE: Homeless shelter that provides overnight accommodations for up to 80 guests; shelter also provides health, wellness and social services to homeless men and women. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/12/2024 ADDRESS: Camden NJ, United States DESCRIPTION: Board activities will include working with the governance and community outreach committees to develop greater awareness of the effect of homelessness and how the community can support Joseph's House efforts. The board is creating a Treasurer position to oversee the finances and prepare reports to the Board covering our assets/liabilities and operating budget. RJM TAVISTOCK LLC POSITION: President NATURE: RJM Tavistock LLC was established to own a residential property (condominium) located in Cherry Hill, NJ. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/26/2025 ADDRESS: Voorhees NJ, United States DESCRIPTION: Managing the residential property located in Cherry Hill, NJ. All revenue and expenses for the property will be titled in the business entity name. ST. ANDREW THE APOSTLE CHURCH POSITION: Chair of Finance Council NATURE: Church organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: Gibbsboro NJ, United States DESCRIPTION: Review monthly financial statements and lead finance council meetings about eight times a year.

Exams

• S66 Uniform Combined State Law Examination
  2023-07-03

Designations

• Certified Financial Planner

Other Names

• Eileen Marion Sharkey