Daniel Schlesing, CFP®, CEPA

Senior Vice President Wealth Strategist Truist Bank

214 North Tryon Street

33rd Floor,

Charlotte, NC 28202

daniel.schlesing@truist.com

704-571-3711

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About me

Background

Dan Schlesing is a Wealth Strategist with more than 20 years of experience helping clients navigate complex financial decisions across every stage of life. He works closely with affluent families, individuals and business owners to understand their goals and develop comprehensive wealth management strategies designed to help grow, preserve and transition wealth over generations.

Dan specializes in holistic planning that integrates investment strategy, trust and estate planning, business succession and fiduciary considerations. He collaborates extensively with clients and their existing advisers to deliver customized solutions, leveraging a broad network of capabilities and resources to address each client’s unique needs and priorities.

Dan holds a Bachelor of Business Administration, Cum Laude, from Campbell University, where he also earned a Certificate in Trust Management and a Minor in Financial Planning. He is a CERTIFIED FINANCIAL PLANNER (R) practitioner, an Accredited Trust Fiduciary Advisor and a Certified Exit Planning Advisor (CEPA), credentials that reflect his commitment to fiduciary excellence, advanced planning and business owner solutions.

Education

Bachelors of Business Administration, Cum Laude

Campbell University 2002

Accredited Trust Fiduciary Advisor (ATFA) Certification

2023

Personal Interests

Dan has called Charlotte home for more than twenty years after relocating from the Raleigh area. He resides in Charlotte with his wife, Laura, their three sons, Ryan, William and Matthew, and their golden retriever, Calvin.

Outside of his professional practice, Dan is actively involved in the community through volunteer efforts with the Levine Cancer Champions Board and Gigi’s Playhouse. In his personal time, he enjoys supporting his children at sporting events, mountain biking, attending car shows, volunteering with nonprofit organizations and traveling with his family.

Specialties

Financial planning

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

Risk management

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.

Estate planning

Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

Philanthropy

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

Business management and planning

Top-notch service delivery and support for the private banking needs of business-owners

Business transition planning

Strategic, long-term planning solutions to drive growth, manage wealth, and provide an orderly transition of management and ownership

Investment management

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

Fiduciary

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