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Dan Buckman

Dan Buckman
Premier Banker

1425 Seminole Trl

Charlottesville, VA 22901-1417

Dan.Buckman@truist.com

Phone 434-422-4611

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About me

Background

Dan Buckman is a Premier Banker with 13 years of financial services experience. He deeply believes in financial literacy and, more broadly, education, and helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Dan’s daily goal is to put his clients first, building their trust through high-touch attention, in-depth conversations, and technology. He seeks to guide clients through their financial journeys by addressing their short- and long-term goals.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's in History and Economics
University of Virginia
Master of Business Administration in Finance
Darden Graduate School of Business at the University of Virginia
MSBA in Business Analytics
McIntire School of Commerce at the University of Virginia

Personal interests

Dan is committed to helping families in his community solve today's problems and prepare for their best futures. An active volunteer, Dan is a board member with the Spotsylvania Education Foundation and the Moss Free Clinic in Fredericksburg. He is also an avid UVA basketball fan.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

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