David Lenis, CRPC®

Vice President Wealth Advisor Truist Bank

515 E. Las Olas Blvd

4th Floor,

Fort Lauderdale, FL 33301

David.lenis@truist.com

954-233-5029

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About me

Background

David Lenis is a Wealth Advisor who partners with high-net-worth and UHNW families to help bring clarity and structure to their financial lives with the help of an extended team of specialists. Over his 14-year career – including more than a decade at Merrill and an earlier foundation at Morgan Stanley – David developed experience in investment management, financial planning, and family education.

He specializes in helping business owners and multigenerational families navigate transitions, milestones, and long-term planning. Whether preparing for liquidity events, creating disciplined asset allocation strategies, or facilitating conversations across generations. David brings a blend of technical knowledge and relational insight. His philosophy is that every family deserves a clear plan and a dedicated advisor.

David strives to be approachable, responsive, and always focused on their best interest; he sees his role not only as an advisor, but as a long-term partner and advocate, helping families move forward with financial clarity.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Master of Business Administration

Florida International University 2018

Business Administration (Finance & Marketing)

Florida International University 2012

Personal Interests

Outside of his advisory work, David is deeply committed to his family and community. He and his wife live in Weston along with their son who’s in kindergarten and daughter who’s still in preschool and their 11-year-old mutt, Indi – when time allows they enjoy seeing the great outdoors and visiting the National Parks. He remains actively involved with his alma mater, FIU through their Broward Alumni Association. Education and family wellbeing are central to his values, and he enjoys finding ways to give back in those areas.

David also has a passion for health and wellness, along with a strong interest in animal welfare. In his free time, he enjoys cooking and experimenting in the kitchen – having read extensively on the culinary arts. A fan of Formula 1, he appreciates the sport’s emphasis on strategy, precision, and performance, which mirror aspects of his personal life.

Specialties

Financial planning

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

Investment management

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

Financial education

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

Banking

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

Business management and planning

Top-notch service delivery and support for the private banking needs of business-owners

Investment planning

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