David Lenis

David Lenis , CRPC®
Vice President Wealth Advisor Truist Bank

1200 Weston Road

2nd Floor,

Weston, FL 33326

David.lenis@truist.com

Phone 954-233-0446

Get directions

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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

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

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

  • 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

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

  • 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

Locations

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