Wirehouses, Banks & BDs · Traditional channel
Truist Wealth
Join the private wealth team to coordinate investment advice, planning and banking or trust capabilities for clients.
- Website
- truist.com
- Regulator record
- SUNTRUST INVESTMENT SERVICES, INC. (FINRA)
Recorded arrivals
0
Teams and practices joining in 2026
Recorded departures
12
Teams and practices leaving in 2026
Arrival assets
—
Reported practice assets · 0 of 0 disclosed
Departure assets
$9.0B
Reported practice assets · 12 of 12 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
No recorded arrivals in 2026.
Departures went to
Destination firms, by number of teams
03
2
04
1
05
1
06
1
Arrivals 0
Teams joining Truist Wealth in 2026. Open a team for its source record.
No recorded arrivals in 2026.
Departures 12
Teams leaving Truist Wealth in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Oct 29 | Lateral | Longwater Haffey GroupPalm Beach Gardens, FL | Raymond James & AssociatesWirehouses, Banks & BDs | $700M | Press Release |
| Oct 23 | Breakaway | Brown, Taylor, Shaw & AssociatesNaples, FL | Raymond James Financial ServicesIndependent Broker-Dealer | $700M | Press Release |
| Oct 16 | Lateral | Kellam GroupNaples, FL | RockefellerWirehouses, Banks & BDs | $1.2B | Press Release |
| Oct 15 | Lateral | Lester ErnestOrlando, FL | Wells Fargo AdvisorsWirehouses, Banks & BDs | $200M | Financial Advisor |
| Oct 14 | Breakaway | Hoge-Barrett GroupWinston-Salem, NC | CAPTRUSTRIA | $3.0B | Press Release |
| Sep 30 | Lateral | Piedmont Wealth PartnersCharlotte, NC | RockefellerWirehouses, Banks & BDs | $1.0B | Barron's |
| Jul 15 | Breakaway | Richard Knight, Brent Detweiler, Phillip MargyMelbourne, FL | Raymond James Financial ServicesIndependent Broker-Dealer | $430M | Financial Advisor |
| Jul 2 | Breakaway | Mark J. Elliott, Scott R. Friedman, Darren A. Dawson, John A. Kent, John Henry KentPalm Beach Gardens, FL | Wells Fargo FiNetIndependent Broker-Dealer | $1.0B | Press Release |
| Jun 17 | Lateral | The Arney GroupRoanoke, VA | Raymond James & AssociatesWirehouses, Banks & BDs | $200M | InvestmentNews |
| Mar 27 | Breakaway | Jay WilliamsLake Mary, FL | Raymond James Financial ServicesIndependent Broker-Dealer | $213M | Wealth Management |
| Mar 26 | Breakaway | Edward VollbrechtFredericksburg, VA | Raymond James Financial ServicesIndependent Broker-Dealer | $163M | Press Release |
| Mar 12 | Lateral | Nathan ChapmanDallas, TX | Raymond James & AssociatesWirehouses, Banks & BDs | $227M | InvestmentNews |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.