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 620,

Charleston, WV 25301-0001

TheHouchinsGroup@truist.com

Phone 304-357-6515

Fax 304-357-6522

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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, 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

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

  • 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

David Houchins
David Houchins, AAMS®
Financial Advisor
Senior Managing Director
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Andy Ginther
Andy Ginther
Financial Advisor, Vice President
W Gordon Savage
W Gordon Savage, CFP®, ChFC®
Financial Advisor
Managing Director
 See more
John Barry
John Barry
Portfolio Management Officer
Elizabeth Carpenter
Elizabeth Carpenter
Managing Director, Business Development Officer
Christi Perine
Christi Perine
Client Service Associate
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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    • May Lose Value

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    Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and /or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by McGriff Insurance Services, LLC (McGriff), Kensington Vanguard National Land Services, LLC (Kensington Vanguard) and Crump Life Insurance Services, LLC (Crump). Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable (PJRV), LLC, Arkansas License #100110185. Member FINRA.

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