David Rabinowitz

David Rabinowitz
Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Baigas Rabinowitz Group of Truist Investment Services, Inc.

3630 Peachtree Road NE

Suite 250,

Atlanta, GA 30326

About me

Background

David Rabinowitz has over 15 years of experience as a Financial Advisor. David has vast experience in asset management for corporations, trusts, and individuals.

David joined BB&T Scott & Stringfellow, now Truist in 2012. As a Senior Managing Director of Truist Investment Services, Inc., David is responsible for co-leadership of a financial advisory team and the customized investment management of client accounts, including asset allocation and security selection decisions, as well as regular portfolio supervision and periodic reviews with clients 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

BBA: Marketing
Georgia State University

Personal Interests

David is a fourth generation native of Atlanta, GA and lives in the panhandle of Sandy Springs below the Horseshoe Bend of the Chattahoochee River.

Specialties

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

  • 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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

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

Locations

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