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Vestal Financial Group of Truist Investment Services, Inc. Vestal Financial Group of Truist Investment Services, Inc.

Vestal Financial Group of Truist Investment Services, Inc.

101 N 3rd St

3rd Floor,

Wilmington, NC 28401-4034

VFG@truist.com

Phone 910-395-2083

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Who we are

Andy Vestal, AIF®, CEPA® Senior Managing Director, Financial Advisor 
B.S.A., MBA - East Carolina University 
Accredited Investment Fiduciary®
Certified Exit Planning Advisor®
Certified Public Accountant, CPA® (non-practicing)
Holds Series 7, 63 and 65 Securities Licenses 
Holds Life, Accident, Health, and Long Term Care Licenses
In the financial services industry since 1993

Matt Bryant, CFP®, Managing Director, Financial Advisor
B.A. - Appalachian State University 
CERTIFIED FINANCIAL PLANNER™ professional
Holds Series 7, 66 and 24 Securities Licenses 
Holds Life, Accident, Health, and Long Term Care Licenses
In the financial services industry since 2005

Leslie Hollingsworth, CFP® Vice President, Business Development Officer 
BB&T’s School of Banking at Wake Forest University 
CERTIFIED FINANCIAL PLANNER™ professional
Holds Series 7, 66 and 24 Securities Licenses
Holds Life, Accident, Health, and Long Term Care Licenses
In the financial services industry since 1987

Alyson McQueen, Client Service Associate 
B.A. - UNC at Wilmington 
B.S. - Webster University 
In the financial services industry since 2007
Notary Public

Ryan Riedel, Registered Client Service Associate 
B.A. - UNC 
In the financial services industry since 2018
Holds Series 6, 7, 63 and 65 Securities Licenses 
Holds Life, Accident, Health, and Long Term Care Licenses

Amie Lamb, Client Service Associate 
Attended UNC at Wilmington 
In the financial services industry since 2000
Notary Public

Richard Sementa, CFP® Registered Client Service Associate 
BSBA - Robert Morris University
MBA - Youngstown State University 
CERTIFIED FINANCIAL PLANNER™ professional
In the financial services industry since 2001
Holds Series 7, 63, and 66 Securities Licenses
Holds Life, Accident, and Health Insurance Licenses
Check the background of this investment professional on FINRA's BrokerCheck

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Andy Vestal
Andy Vestal
Financial Advisor
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Matt Bryant
Matt Bryant, CFP®
Financial Advisor
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Leslie Hollingsworth, CFP®
Leslie Hollingsworth, CFP®
Business Development Officer
Alyson McQueen
Alyson McQueen
Client Services Associate
Ryan Riedel
Ryan Riedel
Registered Client Services Associate
Amie Lamb
Amie Lamb
Client Services Associate
Richard Sementa, CFP®
Richard Sementa, CFP®
Registered Client Services Associate

Sophisticated Advice Delivered Simply


Building Trust by Leading with Advice

The Vestal Financial Group of Truist Investment Services, Inc. has the experience and knowledge to support a diverse clientele. Our team works with individuals, for-profit and not-for-profit organizations, private and public foundations, trustees and executors with a variety of goals and objectives. The extensive knowledge of our group and the established internal and external network of professionals allows us to implement a number of strategies to help our clients address all of their goals.

Live Well

It’s a simple goal, but sometimes things get complicated. With more than 140 years of combined financial experience in investments, tax planning and wealth management, the Vestal Financial Group understands how to make sense of what can appear to be complex. We understand that every financial decision made intertwines with family dynamics, tax and legal consequences, and ultimately influences your ability to live well. That’s why we’re here: to take the complicated and make it understandable, and more importantly actionable.
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