David Gray

David C. Gray, AIF®
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

919 E Main St

5th Floor,

Richmond, VA 23219-0005

DGray@truist.com

Phone 804-782-8783

Fax 804-649-2916

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About me

Background

David Gray is a Managing Director with Truist. He joined the management training program of Truist’s predecessor firm, BB&T Scott & Stringfellow, in 1996 and became a Financial Advisor in the Richmond office in 1997.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

BA in Political Science
Columbia University New York, NY 1996

Personal Interests

David is an Elder and past Stewardship Committee Chairman of First Presbyterian Church, and past Virginia Chairman of the Columbia Alumni Committee. In his spare time, he coaching youth sports, traveling, and reading. What keeps him most happily busy are his children, Anne Bradley and Walter.

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

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

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

Accomplishments

Best in State Wealth Advisor*
Forbes 2025
*Each advisor is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced & assets under management. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

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