Davis Brown Financial Group of Truist Investment Services, Inc. Davis Brown Financial Group of Truist Investment Services, Inc.

Davis Brown Financial Group of Truist Investment Services, Inc.

466 Chestnut Ridge Rd

Morgantown, WV 26505-2767

davisbrownfinancialgroup@truist.com

Phone 304-626-1723

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Who we are

The Davis Brown Financial Group of Truist Investment Services, Inc. comprises seasoned investment and wealth management professionals dedicated to supporting clients in achieving their financial objectives throughout all life stages. The team values long-term relationships based on trust, exceptional service, and an unwavering focus on client-centered decision-making.

With more than 60 years of collective experience in financial services, we offer objective guidance and customized investment strategies for accomplished individuals, business owners, and their families. Our personalized approach integrates a network of partners and resources to develop strategies tailored to each client's needs. The team possesses in-depth knowledge of the complexities and opportunities our clients encounter and serves as both advocate and partner in navigating life's financial journey.

Our commitment is to help clients realize their financial aspirations, consistently prioritizing their interests. We measure our achievements by the success of those we serve and strive to foster enduring relationships with clients and their families well into the future.

To begin discussing your financial goals and implementing a strategic plan, please contact us today.

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

Specialties

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

  • 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

  • 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

Economic Commentary A divided Fed lowers rates by another quarter point and scales back its projections for 2026 moves

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions for December 10, 2025.
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12/10/2025
Economic commentary – December 10, 2025

Economic Commentary A divided Fed lowers rates by another quarter point and scales back its projections for 2026 moves

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.

Economic commentary – December 10, 2025

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions for December 10, 2025.
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions for December 10, 2025.
12/10/2025
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Market views heading into the week highlight what we're watching and important news ahead.

Market Pulse – December 8, 2025

Market views heading into the week highlight what we're watching and important news ahead for the week of December 8, 2025.
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Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.

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Economic Data Tracker Americans hit the road and shopped over the holidays, while backlogged data keeps rolling in.

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.

Economic Data Tracker – December 5, 2025

Our weekly view on the economy including rationale on GDP, jobs report, and Fed policy decisions for the week of December 5, 2025.
Our weekly view on the economy including rationale on GDP, jobs report, and Fed policy decisions for the week of December 5, 2025.
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