Team managing $400 million at Truist moves to D.A. Davidson

A three-adviser team managing $400 million at Truist Bank in Harrisonburg, Virginia, has joined Montana-based D.A. Davidson.

The advisers — Travis Marshall, Nichole Whatley and Jordan White — were joined in the move by the group’s two assistants.

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The post Team managing $400 million at Truist moves to D.A. Davidson appeared first on InvestmentNews.

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