David Kaye

David W. Kaye, CRPC®, APMA®
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

201 N Union St

Suite 240,

Alexandria, VA 22314

david.kaye@truist.com

Phone 703-836-9755

Get directions

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About me

Background

David joined Truist Investment Services Inc. in 2008. A native of the area, David works with his clients on an ongoing basis to help them address financial goals and objectives. Prior to 2008, David worked with MetLife Securities, where he was responsible for the investment portfolios of a large financial planning practice. Prior to working with MetLife, he worked as a financial advisor for Ameriprise Financial Advisors.

Mission Statement

David and his team commit themselves by seeking to provide a high quality level of service and by upholding the duties of knowledge, care and loyalty as a top priority.

This is achieved by remaining transparent, honest and trustworthy, and treating the needs, goals and desires of clients with the same amount of care and respect that they would their own. They make it their obligation to accurately identify those needs, assess risk levels and offer guidance in choosing appropriate investments, simply by getting to know their clients on a deeper level.

David and team believe in financial empowerment through education and the creation of a financial road map, tailored to each of their client’s unique and ever-evolving needs, goals and desires. It is their goal to alleviate as many client concerns about their assets and goals as possible by offering creative solutions in conjunction with wisdom and sound advice.

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

Education

Bachelor of Arts
Lynchburg College 2003

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

  • 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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Recommended Resources

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