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David Brown

David P. Brown
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

120 E Baltimore St

23rd Floor,

Baltimore, MD 21202-1605

David.P.Brown@Truist.com

Phone 410-986-1521

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About me

Background

David Brown is a Financial Advisor with Truist Investment Services, Inc., who offers clients more than 40 years of financial service experience. He was a founding partner of the brokerage division of Brown Advisory and is a former branch manager of Alexander Brown’s Towson, Maryland, office.

Investment Adviser Representative, Truist Advisory Services, Inc.

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

Education

Bachelor of Arts in Political Science
Loyola University 1971 1975
Master of Education
Loyola University 1980

Personal Interests

A Baltimore native, David holds a Bachelor of Arts in political science and a master’s in education from Loyola University Maryland. He is a former president of the Bond Club of Baltimore, a past member of the financial board of the Maryland Jesuit Province, and a current consultant to the St. Vincent de Paul foundation board. He’s married, with three adult children.

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

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

Locations

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