David Murphy

David Murphy
Financial Advisor Investment Services Group Truist Investment Services, Inc.

7208 W Sand Lake Rd

Orlando, FL 32819-5200

About me

Background

I’m a Financial Advisor with Truist Investment Services, Inc., offering clients more than 26 years of financial services, retirement planning, and investment management experience. I help my clients take a comprehensive, strategic approach to financial planning and develop recommendations tailored to their needs, priorities, and preferences.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's Degree
Stetson University 1990 1994

Personal Interests


Specialties

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

  • 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.

  • 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

  • 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

  • Top-notch service delivery and support for the private banking and/or wealth 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

To
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