Daniel Schlesing

Daniel Schlesing, CFP®
Senior Vice President Wealth Strategist Truist Bank

214 North Tryon Street

33rd Floor,

Charlotte, NC 28202

daniel.schlesing@truist.com

Phone 704-571-3711

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About me

Background

As a Wealth Strategist, Dan Schlesing is responsible for working with clients at every phase of life to help them understand, develop, and ultimately address their financial goals.  He specializes in creating comprehensive wealth management plans for affluent families, individuals and business owners, assisting in growing, preserving, and transitioning wealth. He and his team work individually with clients and their advisers to create a customized strategy, utilizing a broad network of capabilities and reach. Dan offers clients more than 20 years of financial planning and wealth management experience.  

Dan earned his Bachelors of Business Administration, Cum Laude, from Campbell University with a Certificate in Trust Management and a Minor in Financial Planning. Dan is a CERTIFIED FINANCIAL PLANNER (R) practitioner as well as an Accredited Trust Fiduciary Advisor.  

Education

Bachelors of Business Administration, Cum Laude
Campbell University 2002
Accredited Trust Fiduciary Advisor (ATFA) Certification
2023

Personal Interests

Although he is not a native North Carolinian, Dan loves the Carolinas and has called Charlotte home for the last 20 + years after moving from the Raleigh area.  He currently resides in Charlotte with his wife, Laura, their three sons, Ryan, William and Matthew and their loyal golden retriever, Calvin.  In his free time, Dan enjoys participating in volunteer efforts with the Levine Cancer Champions Board and Gigi's Playhouse.  In his free time, you might find Dan spending time encouraging his kids on the sports fields, riding mountain bikes, attending car shows, volunteering with nonprofits and travelling.  

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.

  • 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

  • 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

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

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

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