David M. Wilkins, CFP®

Senior Vice President Wealth Advisor

375 S Front St

New Bern, NC 28560

david.wilkins2@truist.com

252-638-7136

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About me

Background

David Wilkins is a Wealth Advisor with Truist Wealth who believes strong relationships are the foundation of successful financial planning. He is passionate about understanding what matters most to his clients and guiding them through every stage of their financial journey.

David works closely with high-net-worth individuals and multi-generational families, helping them navigate the complexities of wealth management with clarity. His approach is deeply personalized - every strategy is tailored to reflect each client’s unique goals and values. In addition to comprehensive planning, David brings specialized experience in credit strategies for family office clients, including Life Insurance Premium Finance and Investment Real Estate Finance. These solutions help clients optimize liquidity and leverage opportunities while preserving long-term wealth.

At Truist Wealth, David leads a collaborative team-based model that combines advisory guidance with access to a wide range of resources. This ensures clients receive thoughtful, integrated solutions designed to preserve and grow wealth across generations.

David’s mission is simple: to empower clients through clear insights, proactive planning, and dedicated financial stewardship. By making the process approachable and transparent, he helps clients feel confident about their financial future so they can focus on what truly matters to them.

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

Economics, B.A.

University of NC – Chapel Hill

Personal Interests

David is a member of the NC CCIM chapter, and a past member of ULI's Triangle district. David has also served on the local boards of Habitat for Humanity and CarolinaEast Foundation (hospital foundation), and is a past member of the local Rotary Club.

Outside of work, David enjoys spending time with his wife and their four children, traveling, and volunteering with their church and in their community.

Specialties

Financial planning

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

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

Risk management

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.

Estate planning