David L. Houchins
,
AAMS®
Senior Managing Director
Financial Advisor
Private Client Group
Truist Investment Services, Inc.
The Houchins Group of Truist Investment Services, Inc.
300 Summers St
Suite 620,
Charleston, WV 25301-0001
About me
Background
Education
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
Top-notch service delivery and support for the private banking needs of business-owners
Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education
Accomplishments
Recommended Resources
Market Perspective Elections matter, but other factors matter more
With midterm elections about to take center stage, we analyzed market and sector performance throughout history. The results may surprise you.
Market Pulse Market Pulse - September 28, 2026
Market views heading into the week highlight what we're watching and important news ahead.
Special Commentary House Views update
Reset in growth/tech valuations and yields creates an opportunity to deploy cash