David Perkins

David B Perkins , CRC®
Managing Director Financial Advisor Truist Investment Services, Inc.

4414 SW COLLEGE RD

SUITE 1310,

OCALA, FL 34474

David.perkins@truist.com

Phone 352-390-2839

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About me

Background

I have over 33 years of experience in the Financial Industry. I enjoy helping affluent clients build, manage, preserve and transfer their wealth. Before entering the Financial Industry, I graduated with a Bachelor of Science in Business Administration from The Citadel. I then served as a United States Marine Corps Artillery officer and traveled around the world at the direction of our government. I was honorably discharged from active duty as a Marine Captain.

I was born and raised in upstate New York. Away from the office I love being with my family, motorcycling throughout North America, playing the bass guitar. 

As a Financial Advisor I provide financial advice and value-added service. My goal is to build solid long-term relationships based on mutual trust and respect.

Since most clients focus on retirement, I became a Certified Retirement Counselor (CRC) designation to better understand and help our clients through the critical retirement years.

Our team’s goal is to develop long-lasting relationships through meaningful conversations where we earn the title of Financial Advisor. The Brick City Group of Truist Investment Services, Inc. is focused on helping individuals and businesses with a plan for asset accumulation, income distribution, and protecting the next generation.

We consider it a privilege to learn what our clients believe gives them purpose in life, professionally and personally. This aids the team in building a tailored plan that addresses our clients’ needs and helps them address life-long goals.

Investment Adviser Representative, Truist Advisory Services, Inc.


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

Education

Business Administration, B.S.
The Citadel 1988

Personal Interests

I was born and raised in upstate New York.
I love being with my family, motorcycling throughout North America, playing the bass guitar.

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.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

Locations

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