The Houchins Group of Truist Investment Services, Inc. The Houchins Group of Truist Investment Services, Inc.

The Houchins Group of Truist Investment Services, Inc.

300 Summers St

Suite 500,

Charleston, WV 25301-0001

TheHouchinsGroup@truist.com

Phone 304-357-6500

Fax 304-357-6501

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Who we are

The Houchins Group of Truist Investment Services, Inc. provides a personalized approach to financial empowerment based upon our basic beliefs and commitment to service, unwavering integrity, and disciplined execution. As client advocates, our mission is to provide objective guidance and proactive stewardship to help build and preserve wealth for our clients and future generations.

With over 200 years of combined experience, the Houchins Group of Truist Investment Services, Inc. specializes in providing wealth planning for successful individuals, business owners, executives, and their families. Our experience allows us to provide tailored investment solutions, financial life planning, tax and estate planning*, strategic credit analysis, and risk management solutions. Understanding that successful wealth management often extends beyond a client’s balance sheet, our team can leverage many years of experience to help families navigate through ever changing economic conditions and the unique challenges that wealth can present.


*Any comments or references to taxes herein are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences. 
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

  • 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

David Houchins
David Houchins, AAMS®
Financial Advisor
Senior Managing Director
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W Gordon Savage
W Gordon Savage, CFP®, ChFC®
Financial Advisor
Managing Director
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Andy Ginther
Andy Ginther
Financial Advisor, Vice President
John Barry
John Barry
Portfolio Management Officer
Christi Perine
Christi Perine
Client Service Associate
Elizabeth Carpenter
Elizabeth Carpenter
Managing Director, Regional Support Director
Jessica Reeves
Jessica Reeves
Client Service Associate
The Houchins Group, led by David Houchins, provides a personalized and disciplined approach to investment planning based on honesty, integrity, and concern for our client’s best interests. We work with clients to design an integrated investment strategy to help them build and preserve wealth for themselves and future generations.
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    Truist Bank, Member FDIC. © 2024 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

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    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
    • Are Not Bank Guaranteed
    • May Lose Value

    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., and/or P.J. Robb Variable, LLC., which are SEC registered broker-dealers, members  FINRA, SIPC, and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Insurance products and services are offered through McGriff Insurance Services, LLC. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, LLC., AR license #100103477. Both McGriff and Crump are wholly owned subsidiaries of Truist Insurance Holdings, Inc.

    Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

    Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

    "Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

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