120 E Baltimore St
23rd Floor,
Baltimore, MD 21202-1605
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.
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 needs of business-owners