David Rakestraw

David W. Rakestraw, CFP®
Financial Advisor Private Client Group Truist Investment Services, Inc.
The Lighthouse Group of Truist Investment Services, Inc.

Raleigh

3605 Glenwood Ave,

Raleigh, NC 27612-3908

About me

Background

In leading The Lighthouse Group, I’ve built a successful family office practice working with multigenerational families on complex estate, tax, and business succession planning; inclusive risk management; and designing tailored investment management solutions after liquidity events. Beyond the traditional approaches, our team can surround your family to complement other advisors in providing advice and guidance.

Investment Adviser Representative, Truist Advisory Services, Inc.

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

Education

Masters in Business Administration
Campbell University 2003
Bachelor of Business Administration, Trust and Investment Management
Campbell University 2004

Personal Interests

I’ve served as an adjunct professor of corporate finance at the Lundy-Fetterman School of Business, Campbell University. My wife, Mary Whitney, and I are active members of our church and have three children, Caroline, Anderson, and Mallie.

Specialties

  • 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

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

  • 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

Accomplishments

Top Next-Gen Advisors*
Forbes 2020
Top 400 Advisors in the United States**
The Financial Times 2020
Top 400 Advisors in the United States**
The Financial Times 2019
Top 400 Advisors in the United States**
The Financial Times 2018
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    * Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, Industry experience, Compliance records, Revenue produced & Assets under management. Truist Investment Services has conducted no independent verification of this third-party’s (Forbes) award criteria, selection or nomination process.

    ** Financial Times ranking based on assets under management(AUM), AUM growth rate, Years of experience, Compliance record, industry certifications and online accessibility. Financial Times 2020, 2019, 2018. Truist Investment Services, Inc. has conducted no independent verification of this third-party’s award criteria, selection or nomination process.