David B Perkins, CRC®

Managing Director Financial Advisor Truist Investment Services, Inc.

4414 SW COLLEGE RD

SUITE 1450,

OCALA, FL 34474

David.perkins@truist.com

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 sound 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 accomplish 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

Financial planning

Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

Risk management

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.

Estate planning