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Dan McCall

Dan McCall
Senior Vice President Wealth Advisor Truist Bank

434 Fayetteville St

Suite 1100,

Raleigh, NC 27601-1741

Dan.McCall@Truist.com

Phone 919-716-9320

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About me

Background

Dan McCall is a Wealth Advisor located in the Triangle area of North Carolina. He has over 17 years of financial services experience and is supported by a team of specialists who work together to deliver tailored solutions that address their clients’ specific banking, strategic credit, investment, insurance, and trust and estate planning needs. This dedicated team approach allows him to serve as a relationship manager and advocate for affluent clients and their families.

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

Education

Management Science & Information System, B.S.
Pennsylvania State University 1997 2001

Personal Interests

Dan and his wife, Clara, live in Apex, North Carolina, with their daughter. He enjoys spending time with family and golfing, and currently serves on the Wake Med Foundation fundraising committee. He previously served as vice president of the West Raleigh Rotary Association and treasurer of his homeowner’s association.

Specialties

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

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

  • 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.

  • 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

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • 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.

Locations

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