David Dries

David A. Dries
Financial Advisor Private Client Group Truist Investment Services, Inc.
The Dries Group of Truist Investment Services, Inc.

3034 Boone Trail Ext

Fayetteville, NC 28304-3852

About me

Background

David Dries has over 11 years of experience helping families grow, protect, and manage their wealth. He focuses on tailoring investment strategies to help meet his clients’ complex financial needs and objectively identifying and planning for the potential financial hurdles they may face over their lifetimes. 

Investment Adviser Representative, Truist Advisory Services, Inc.

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

Education

Bachelor of Science in Business Management: Finance
North Carolina State University 2003 2006

Personal Interests

David earned a bachelor’s in business management, with a concentration in finance, from North Carolina State University. When not working with clients, he spends time with his wife, Kathryn, cheering on their daughters, Abigail and Madelyn, who participate in travel sports and pageants. He also enjoys spending time at the beach, fishing, and boating. 

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

  • 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

Accomplishments

Performance Excellence Award
Truist 2019
The Truist Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.
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