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

Who we are

The Davis Brown Financial Group of Truist Investment Services, Inc. offers a broad range of skills and experience which allows us to best serve clients. With over 60 years of combined experience and resources by your side, we are committed to building relationships based on trust, service, and ability to help you achieve financial success through each stage of life: Dream. Plan. Enjoy. 
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

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

  • 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

Josh Kendrick
Josh Kendrick
Client Service Associate
Becca Adams
Becca Adams
Client Service Associate
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