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

Who we are

Building Trust by Leading with Advice
The Vestal Financial Group of Truist Investment Services, Inc. has the experience and knowledge base to support the diverse clientele we serve. Within our team, we work with individuals, for-profit and not-for-profit organizations, private and public foundations, trustees and executors with a variety of different 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 different strategies to help address our clients goals.

Andy Vestal, AIF® Senior Managing Director, Financial Advisor 
B.S.A., MBA - East Carolina University 
Accredited Investment Fiduciary®
Holds Series 7, 63 and 65 Securities Licenses 
Holds Life, Accident, Health, and Long Term Care Licenses
30 years of financial services experience

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
17 years of financial services experience

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
32 years of financial services experience

Alyson McQueen, Client Service Associate 
B.A. - UNC at Wilmington 
B.S. - Webster University 
15 years of financial services experience
Notary Public

Ryan Riedel, Registered Client Service Associate 
B.A. - UNC 
Four years of financial services experience
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 
22 years of financial services experience
Notary Public

Richard Sementa, CFP® Registered Client Service Associate 
BSBA - Robert Morris University
MBA - Youngstown State University 
CERTIFIED FINANCIAL PLANNER™ professional
22 years of financial services experience
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

Leslie Hollingsworth
Leslie Hollingsworth
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
Richard Sementa
Registered Client Services Associate
Sophisticated Advice Delivered Simply

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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