Nicholas Davy

Nicholas Davy
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

50 Hudson Yards

69th Floor,

New York, NY 10001-2180

About me

Background

Nicholas Davy is a Managing Director and Financial Advisor with Truist Investment Services, Inc. He has been advising clients since 1996 across various institutions. But since being at Truist Wealth, he has been able to direct his focus on helping clients engage in investment practices that are in alignment with their financial goals. His expertise is designing and implementing customized portfolio solutions for Truist Wealth clients with fixed income, alternative and equities investment strategies.

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

Personal Interests

Nicholas enjoys family, running, and golf.

Specialties

  • 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

Locations

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