Daniel Shif

Wealth Advisor Truist Bank

400 Park Ave S

Suite 200,

Winter Park, FL 32792

Daniel.shif@truist.com

407-551-0945

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About me

Background

Daniel Shif is a Wealth Advisor II with Truist, based in Winter Park, Florida. He works with individuals and families to develop personalized wealth strategies designed to support their long term financial goals and life priorities.

Daniel brings a strong foundation in banking and financial markets to his role as a wealth advisor. His experience supporting complex client relationships and working alongside relationship managers and internal partners across lending, treasury, and capital markets gives him a broad perspective on financial strategy and risk management. This background enables Daniel to take a comprehensive, goals based approach to wealth planning, helping clients navigate investment management, retirement planning, and long-term wealth strategies with clarity.

Daniel is committed to simplifying complex financial topics and providing thoughtful, objective guidance tailored to each client’s unique circumstances. He believes successful financial planning begins with listening and understanding what matters most to the client. Guided by Truist’s purpose of inspiring and building better lives and communities, Daniel prioritizes transparency, proactive communication, and long term relationships built on trust.

By partnering closely with clients and maintaining an ongoing dialogue, Daniel helps ensure financial strategies remain aligned as goals evolve, markets change, and life transitions occur. His focus is on being a consistent, dependable advisor clients can rely on throughout every stage of their financial journey.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck