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David Simmons

David W. Simmons
Legal Wealth Advisor Truist Bank

611 W 5th St

Suite 2003,

Austin, TX 78701-2701

David.W.Simmons@Truist.com

Phone 512-354-8966

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About me

Background

David Simmons is a Legal Wealth Advisor with Truist Bank offering clients more than thirty-five years of financial services experience. His experience in private wealth management includes extensive experience in financial planning, investment management, insurance planning, and general banking/lending issues. 

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

Bachelors of Science: Economics
Southern Methodist University 1981 1985

Personal Interests

David graduated from Southern Methodist University where he earned his degree in Economics. He has served on committees for the Atlanta Police Foundation and Atlanta Volunteer Lawyers Foundation.   

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.

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for attorneys

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for law firms

Locations

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