David Wilkins

David S. Wilkins Jr.
Vice President Financial Advisor Private Client Group Truist Investment Services, Inc.

501 Sea Island Rd

Saint Simons Island, GA 31522-1891

David.Wilkins@Truist.com

Phone 912-268-6118

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About me

Background

David Wilkins is Financial Advisor with Truist Investment Services, Inc., offering clients more than 25 years of comprehensive wealth management experience through a highly coordinated team approach that brings together specialists in investments, financial planning, credit, and tax* and estate strategies. A problem-solver by nature, he’s spent most of his career working with affluent clients to manage their wealth. 

Prior to joining Truist, David served as a senior vice president of private banking and family office services at a reputable regional bank.  

*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.

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

Education

B.B.A
University of Georgia 1991 1995

Personal Interests

A native of Helen, Georgia, David is a graduate of the University of Georgia Terry College of Business. Currently residing on St. Simons Island with his wife, Joanna, and two children, he serves on the board of the Grace House of Brunswick, Georgia, and is an active member of Community Church, where he serves on the men’s ministry committee and is active in the K–5 kids program. David also enjoys experiencing the outdoors through exercise, hunting, fishing, and golfing.

Specialties

  • 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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Top-notch service delivery and support for the private banking 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

Locations

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