David Karr

David Karr
Medical Wealth Advisor Truist Bank

1246 1st Ave

5th Floor,

Columbus, GA 31901-4298

About me

Background

I’m a Medical Wealth Advisor with Truist Bank, offering clients more than 15 years of experience in the financial services industry. I use a team approach that brings together specialists in investments, financial planning, credit, and estate strategies. 

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

Education

Bachelors in Business Administration
Columbus State University 2000 2004

Specialties

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

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • 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

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for physicians

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for medical practices

To
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