David Karr

David Karr, AIF®
Vice President Financial Consultant Truist Investment Services, Inc.
The Parker Mize Hudson Group of Truist Investment Services, Inc.

1246 1st Ave

5th Floor,

Columbus, GA 31901-4298

david.karr@truist.com

Phone 706-649-3674

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About me

Background

David Karr is a Financial Consultant with Truist Investment Services, Inc., specializing in helping high-net-worth individuals navigate their retirement, investments, financial planning, and estate planning needs.  With over 20 years of experience in the financial services industry, he has built a reputation for providing tailored financial solutions and delivering exceptional service to clients looking to secure and grow their wealth.

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

Education

Bachelors in Business Administration
Columbus State University 2000 2004

Personal Interests

A native of LaGrange, Georgia, David is deeply committed to both his professional and personal life.  He has been married to his wife, Julianna, for nearly twenty years, and together they have two daughters.  Outside of work, David is an active member of his community, serving as an AWANA leader at his church and coaching youth sports.  His dedication to both his clients and his family reflects his values of integrity, service, and commitment.

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

  • 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

Locations

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