David Dortch
Premier Banker
4066 Commercial Way
Spring Hill, FL 34606-2319
About me
Background
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
Education
Personal interests
Specialties
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.
