The Parker Mize Hudson Group of Truist Investment Services, Inc. The Parker Mize Hudson Group of Truist Investment Services, Inc.

The Parker Mize Hudson Group of Truist Investment Services, Inc.

1246 First Ave

5th Floor,

Columbus, GA 31901

Who we are

The Parker Mize Hudson Group of Truist Investment Services, Inc. has been serving wealthy clients for over two decades. Our disciplined approach to aligning financial planning and investment management with our client goals has been key to help preserve and compound wealth. Most notably our team was recognized again by Forbes as one of the Best-In-State Wealth Management Teams for 20241. Together, our team has over 100 years of combined financial services experience and more than $1 billion in client assets under management2.

Our team has a daily focus on helping clients address their long-term financial goals. Just as important as our focus on planning is our client’s health, wellness, and longevity. 


1 Each team of advisors is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: in-person interviews, industry experience, compliance records, revenue produced and assets under management. The award was presented on January 2024 and is based on the aforementioned criteria through the calendar year preceding the award date.
2 As of June 4, 2024
Check the background of this investment professional on FINRA's BrokerCheck

Specialties

  • 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

  • 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

Michael Coats, CFA, CFP®, AEP®
Michael Coats, CFA, CFP®, AEP®
Financial Planning Officer
Fatima D Lopez
Fatima D Lopez
Registered Client Service Associate
Kay Woods
Kay Woods
Registered Client Service Associate
Bianca Smith
Bianca Smith
Business Development Officer
Amanda Wittiger
Amanda Wittiger
Registered Client Service Associate
Lateefah Donadelle
Lateefah Donadelle
Registered Client Service Associate
Measurable wealth management requires a disciplined process and a long-term view. Our client-centered solutions are based upon the financial planning process which helps clarify and quantify client’s personal goals. This planning process allows a game plan to be established along with timeline for success. 

The primary investment objective is to pursue a rate of return consistent with a client’s risk profile and financial planning objectives while also managing tax efficiency3. We seek to achieve this by designing an investment strategy that includes an appropriate blend of equities, fixed income, alternative investments, and cash where appropriate. As an on-going process, we work closely with our client relationships to monitor their changing needs while making necessary adjustments aligning towards their longer-term goals. 


Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.
    {0}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}

    Locations

    Loading location info...
    Return to list view

    Location data unavailable at this time. We apologize for the inconvenience.

    Map

    {0}

    {1}

    {2}

    Office hours

    {5}

    Phone {3}
    Fax {4}

    {0} {1}