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Donna Suzanne McPhillips

Truist Advisory Services, Inc.

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About Donna Suzanne McPhillips

Donna Suzanne McPhillips is a financial advisor at Truist Advisory Services, Inc., located in Ocala, Florida. Donna Suzanne McPhillips has been in the financial industry for over 15 years and has a Series 7, Series 66, and SIE license. Donna Suzanne McPhillips has experience working with individuals, corporations, and charitable organizations. Donna Suzanne McPhillips's services include financial planning, portfolio management, and other financial services.

Firm Information

Donna McPhillips is currently registered with Truist Advisory Services, Inc.. Truist Advisory Services, Inc. is an investment advisor registered with the SEC. They provide financial planning, portfolio management for individuals and businesses, publication of periodicals, selection of other advisors, and wrap fee products and financial profiling services. Their main office is located in Atlanta, GA and they have approximately 2,079 investment advisor representatives and 1,756 licensed agents. They manage over $61 billion in assets for individuals, high-net-worth individuals, corporations, and other clients.
Truist Advisory Services, Inc.

303 PEACHTREE CENTER AVENUE,

ATLANTA, GA 30303

$61.37B

Assets Under Management

560

Total Clients

1,881

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wrap fee product and financial profiling services using desktop software

Wrap fee product and financial profiling services using desktop software

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donna McPhillips’s Registration & Firm History

FL

09/01/2022 - Present

Truist Advisory Services, Inc. (OCALA FL)

FL

12/03/2015 - 08/23/2022

CETERA INVESTMENT SERVICES LLC (OCALA FL)

FL

03/18/2013 - 12/02/2014

CETERA INVESTMENT SERVICES LLC (OCALA FL)

TN

06/05/2008 - 03/31/2012

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

FL

11/17/2005 - 04/29/2008

WACHOVIA SECURITIES, LLC (OCALA FL)

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Licenses & Designations

BOTH

Issued 05/05/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donna Suzanne McPhillips.
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