David Savage

David Savage
Wealth Advisor Truist Bank

2231 Indian River Blvd

2nd Floor,

Vero Beach, FL 32960-5214

About me

Background

I’m a Wealth Advisor with Truist Wealth, offering clients more than 21 years of financial services, retirement planning, and investment management experience. 

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

Education

Bachelor of Business Administration
Adelphi University 1987 1991

Specialties

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

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • 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.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

To
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