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

Get directions

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About me

Background

As a Wealth Strategist, Dan Schlesing works with clients at every stage of life to help them understand, develop and address their financial goals. He specializes in designing comprehensive wealth management plans for affluent families, individuals and business owners, focusing on strategies that grow, preserve and transition wealth. Dan partners closely with clients and their advisers to build customized strategies that leverage a broad network of capabilities and resources. He offers clients more than 20 years of experience in financial planning and wealth management.

Dan earned his Bachelor of Business Administration, Cum Laude, from Campbell University, along with a Certificate in Trust Management and a Minor in Financial Planning. He is a CERTIFIED FINANCIAL PLANNER (R) practitioner and 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 not a native North Carolinian, Dan has a deep appreciation for the Carolinas and has called Charlotte home for more than twenty years after relocating from the Raleigh area. He currently lives in Charlotte with his wife, Laura, their three sons, Ryan, William and Matthew, and their loyal golden retriever, Calvin.

In his free time, Dan participates in volunteer efforts with the Levine Cancer Champions Board and Gigi's Playhouse. He also enjoys encouraging his kids on the sports fields, riding mountain bikes, attending car shows, supporting nonprofit organizations and traveling.

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

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

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