David Dortch

David Dortch
Premier Banker

4066 Commercial Way

Spring Hill, FL 34606-2319

About me


David Dortch is a Premier Banker with 10 years of financial services experience. He helps empower clients to take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. David’s daily goal is to put his clients first, building their trust through high-touch attention, in-depth conversations, and technology. He takes the time to get to know his clients and then works with a team of specialists to develop a tailored plan that will address their short- and long-term goals throughout their entire financial journey.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc

Check the background of this investment professional on FINRA's BrokerCheck


Bachelor's Degree
University of South Carolina
Master's Degree
University of Alabama

Personal interests

David and his family live on the Nature Coast in Florida and love to spend time together working on their small farm, relaxing at the beach, or going fishing.


  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more

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

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.


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Office hours


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