Matthew Doran Weatherly

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

• 07/2012 → 10/2020
  Suntrust Bank
  Atlanta, GA
• 05/2016 → 10/2020
  Suntrust Advisory Services
  Atlanta, GA
• 10/2020 → Present
  Truist Advisory Services, Inc
  Atlanta, GA

Previous Registrations

• 2007-05-21 → 2010-10-20
  Globalt Inc
  Atlanta, GA
• 2003-08-25 → 2007-05-30
  Synovus Investment Advisors, Inc.
  Columbus, GA
  Columbia, SC
• 2003-08-25 → 2003-09-15
  Synovus Funds Investment Advisors
  Columbia, SC

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-08-22

Designations

• Chartered Financial Analyst