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David J. Maksymetz
Investment Manager

801 Laurel Oak Dr

2nd Floor,

Naples, FL 34108-2180

David.Maksymetz@Truist.com

Phone 239-598-0327

Fax 239-513-1064

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About me

Background

David Maksymetz is a Truist Investment Manager and Senior Vice President. In his role, David is responsible for the introduction, implementation and management of Truist’s investment process.  David’s responsibilities include investment policy formation, client asset allocation and portfolio management, investment manager selection and client portfolio performance reviews. 

David joined Truist in 2019.  Prior to joining Truist, David was the Team Leader and managed portfolios for a competing firm in Naples. In total, David has more than 30 years’ experience serving the Investment and Trust needs of high net worth families.

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

Education

Bachelor of Arts in Economics
University of Michigan, Ann Arbor 1988
Master of Business Administration
Wayne State University, Detroit, Michigan 1994

Personal Interests

David has been a Naples resident for more than 10 years and is originally from Michigan. While in Michigan, he was a founding member and President of the Financial and Estate Planning Council of Macomb. He also served as Treasurer and Chairman of the Board for Turning Point, a non-profit in Michigan that provides counseling, support services and housing for survivors of Domestic Violence and Sexual Assault.  
Upon relocating to Florida, David continued his support and served as Vice Chair for the Naples Shelter for Abused Women & Children. While in Naples, he also volunteered at the REVs Institute and served on their volunteer board as their Treasurer. David is a father of three young men, an avid golfer and car collector.

Specialties

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

  • 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

  • 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

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