Aaron Spivey

Aaron Spivey, CFP®
Vice President Financial Consultant Truist Investment Services, Inc.

110 S Stratford Road

Suite 502,

Winston Salem, NC 27104

ASpivey@truist.com

Phone 336-733-3314

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About me

Background

Aaron Spivey joined Truist Investment Services, Inc. in July 2022 as a Brokerage Financial Consultant. In this role, he provides personalized guidance to help clients pursue their financial goals with financial well-being. Aaron’s extensive background in wealth management includes experience in financial planning, lending, insurance, and relationship management, allowing him to deliver comprehensive strategies tailored to each client’s unique objectives.

Aaron is a Certified Financial Planner™ (CFP®) professional and holds FINRA Series 7 and 66 registrations. He earned his bachelor’s degree in Economics from Wake Forest University, where he played Division I basketball for the Demon Deacons.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Personal Interests

Committed to giving back, Aaron serves on the Trellis Supportive Care Foundation Board, supporting compassionate end-of-life care. He lives in Winston-Salem, NC, with his wife, Nadiyah. Outside of work, Aaron enjoys traveling, exploring new restaurants, and all things sports.

Accomplishments

Best-In-State Wealth Management Team
Forbes 2024 External
Best-In-State Wealth Management Team
Forbes 2025 External
Best-In-State Wealth Management Team
Forbes 2026 External
*Each advisor is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced & assets under management. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

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