David Wilkins

David M. Wilkins, CFP®
Senior Vice President Wealth Advisor

375 S Front St

New Bern, NC 28561

david.wilkins2@truist.com

Phone 252-638-7136

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About me

Background

With a robust tenure in the wealth management industry, David Wilkins’ expertise lies in orchestrating comprehensive wealth management for high-net-worth individuals. As a Wealth Advisor with Truist Wealth, David leads a team to help meet his clients’ comprehensive wealth management needs. In this role, David manages the financial relationships of complex, multi-generational families, specializing in developing and implementing tailored planning strategies designed for their specific needs. Truist Wealth’s team-based collaborative approach has enabled David’s clients to receive fiduciary-based solutions to help them meet their unique goals.

As a CERTIFIED FINANCIAL PLANNER™, David applies a strategic lens to financial management. Championing the interests of our clients, David has fostered enduring partnerships, underpinned by trust and a deep understanding of wealth management intricacies. David’s goal is to empower clients through thoughtful insight and dedicated financial stewardship.

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 his community.

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