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David Houchins

David L. Houchins, AAMS®
Financial Advisor Truist Investment Services, Inc.
The Houchins Group of Truist Investment Services, Inc.

300 Summers St

Suite 500,

Charleston, WV 25301-0001

David.Houchins@Truist.com

Phone 304-357-6510

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About me

Background

I’m a Senior Managing Director, Complex Branch Manager, and Financial Advisor with Truist Wealth Private Client Group, offering clients more than 30 years of financial services, retirement planning, and investment management experience.

I began my investment services career in 1988 with Smith Barney. While there, I was recognized as a business development and client growth leader and named to the firm’s President Council. I joined Wachovia Securities in 1995 as senior vice president and investment officer and was promoted to branch manager in 1998. I joined Truist’s predecessor firm, BB&T Scott & Stringfellow, in 2004.  

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

Education

Bachelors Degree - Business Administration
West Virginia State University 1984

Personal Interests

I currently serve on the boards of South Charleston Economic Development Authority, TMC Technologies, and Casto Technical. I’m a member of the WV Society of CPAs. 

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

  • 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 and/or wealth needs of business owners.

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

Accomplishments

Top 400 Financial Advisor*
Financial Times 2020
Top 400 Financial Advisor*
Financial Times 2019
Top 400 Financial Advisor*
Financial Times 2018
Top 400 Financial Advisor*
Financial Times 2017
Top 10 Financial Advisor
BB&T Scott & Stringfellow now Truist 2020
Top 10 Financial Advisor
BB&T Scott & Stringfellow now Truist 2019
Top 10 Financial Advisor
BB&T Scott & Stringfellow now Truist 2018
Top 10 Financial Advisor
BB&T Scott & Stringfellow now Truist 2017
Sterling Performer**
BB&T now Truist 2020
Sterling Performer**
BB&T now Truist 2019
Sterling Performer**
BB&T now Truist 2018
Sterling Performer**
BB&T now Truist 2017
*Financial Times ranking based on assets under management(AUM), AUM growth rate, Years of experience, Compliance record, industry certifications and online accessibility. Financial Times 2017, 2018, 2019, 2020. Truist Investment Services, Inc. has conducted no independent verification of this third-party’s award criteria, selection or nomination process.  

**The Truist Sterling Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand and our Performance.

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    Financial Times ranking based on assets under management(AUM), AUM growth rate, Years of experience, Compliance record, industry certifications and online accessibility. Financial Times 2020, 2019, 2019, 2017, 2016. Truist Investment Services, Inc. has conducted no independent verification of this third-party’s award criteria, selection or nomination process.