Stephanie Gray Hodges

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

• 10/2013 → 02/2023
  Truist Bank
  Greensboro, NC
• 02/2023 → 07/2023
  Truist Investment Services Inc.
  Greensboro, NC
• 02/2023 → 07/2023
  Truist Advisory Services Inc.
  Greensboro, NC
• 07/2023 → Present
  Truist Investment Services, Inc
  Greensboro, NC
• 07/2023 → Present
  Truist Advisory Services, Inc
  Greensboro, NC

Other Businesses

BIG BROTHERS BIG SISTERS OF THE CENTRAL PIEDMONT POSITION: Member of Board of Directors NATURE: BBBS matches mentors in the community with at-risk youth. They provide both in-school and community-based programs for youth that need BBBS services. The mentors (bigs) are all volunteers, and the youth (littles) are members of the local community who apply to be matched. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2018 ADDRESS: Greensboro NC, United States DESCRIPTION: I am the chair of the Gala committee that plans and organizes the organization's largest fundraising event of the year. We solicit donations from local and non-local businesses for the event. The event includes a program, dinner, live and silent auction. As a member of the BOD, I am able to sign checks but only as an additional signer. Some (but not all) checks that the organization writes requires the signature of a staff member and a board member, in accordance with BBBS policy.

Exams

• S66 Uniform Combined State Law Examination
  2023-06-09