David Houchins

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

David.Houchins@Truist.com

Phone 304-357-6510

Fax 304-357-6522

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About me

Background

David Houchins is a Senior Managing Director and Financial Advisor with Truist Investment Services, Inc., offering clients more than 30 years of financial services, retirement planning, and investment management experience.

He began his investment services career in 1988 with Smith Barney. While there, he was recognized as a business development and client growth leader and named to the firm’s President Council. He joined Wachovia Securities in 1995 as senior vice president and investment officer and was promoted to branch manager in 1998. He 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

David currently serves on the boards of South Charleston Economic Development Authority, TMC Technologies, and Casto Technical. He's 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

  • 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

Top 400 Financial Advisor*
Financial Times 2020
Top 10 Financial Advisor***
Truist 2020
Sterling Performer**
Truist 2020
Best in State Wealth Advisor- WV****
Forbes 2025
Best in State Wealth Management Team****
Forbes 2025
America's Top 1200 Financial Advisors list*****
Barron's 2025
*Financial Times rankings are based on assets under management (AUM), AUM growth rate, years of experience, compliance record, industry certifications and online accessibility. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date. 

**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.

***The Truist Top Financial Advisors Award is based on production.

****Each advisor, or team of advisors, is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced & assets under management. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

*****Barron’s rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisor’s practices. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

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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.  

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