David Leigh

David Leigh
Wealth Advisor Truist Bank

514 Greenville Blvd

Greenville, NC 27858-6735

About me

Background

A Wealth Advisor with Truist Wealth, I offer clients more than 20 years of financial services, retirement planning, and investment management experience.

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

Bachelor of Science in Business Administration
East Carolina University 1992

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

To
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