Daniel Larsen

Daniel Larsen, CFA®
Wealth Advisor Truist Bank

125 Summer St

17th Floor,

Boston, MA 02111

About me

Background

I’m a Senior Vice President with Truist Bank, and a Wealth Advisor with Truist Wealth, offering clients more than 20 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit and estate strategies.

A Chartered Financial Analyst ® (CFA®), I hold myself accountable for recommending strategies with my clients’ needs and goals in mind. These strategies are supported not only by the deep expertise of my team of specialists, but by my highly attentive service and coordination of resources. I take the time to talk to, learn about, and understand the critical aspects of a client’s financial life so that I can assess the interaction and far-reaching impact of their multiple objectives.

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

Education

Masters in Business Administration
Boston College 2003
Bachelor of Arts
Colgate University 1998

Personal Interests

A native of Chevy Chase, MD, I earned my B.A. from Colgate University and my MBA from Boston College. I’m active in the David Lynch Foundation, Brewster Baptist Church, and am a member of CFA Society Boston.

I live on the South Shore of Boston with my wife, Megan, and son and daughter, Carter and Morgan. In my free time, I enjoy Transcendental Meditation, hot yoga, golf, and tennis, and am a member of Eastward Ho Country Club and Chatham Beach and Tennis Club.

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

  • 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

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