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David Wilkins

David S. Wilkins Jr.
Financial Advisor Private Client Group Truist Investment Services, Inc.

501 Sea Island Rd

Saint Simons Island, GA 31522-1891

David.Wilkins@Truist.com

Phone 912-268-6118

Fax 912-638-3460

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About me

Background

I am a Vice President and Financial Advisor with Truist Investment Services, Inc., offering clients more than 24 years of comprehensive wealth management experience through a highly coordinated team approach that brings together specialists in investments, financial planning, credit, and tax and estate strategies. A problem solver by nature, I have spent most of my career working with affluent clients to manage their wealth. 

Prior to joining Truist, I served as a senior vice president of private banking and family office services at a reputable regional bank.  

Investment Adviser Representative, Truist Advisory Services, Inc.

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

Education

B.B.A
University of Georgia 1991 1995

Personal Interests

A native of Helen, GA, I am a graduate of the University of Georgia Terry School of Business. Currently residing on Saint Simons Island with my wife, Joanna, and two children, I serve on the board of the Grace House of Brunswick, GA, and am an active member of Community Church, where I serve on the men’s ministry committee and am active in the K-5 kid’s program. I also enjoy experiencing the outdoors through exercise, hunting, fishing, and golfing.

Specialties

  • 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

  • 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.

  • 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

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