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Daniel Walsh

Daniel W. Walsh, CFP®
Financial Advisor Investment Services Group Truist Investment Services, Inc.

1525 Rickenbacker Dr

Sun City Center, FL 33573-5360

Dan.Walsh@Truist.com

Phone 813-224-2563

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About me

Background

I’m a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with Truist Investment Services, Inc., offering clients more than 30 years of financial services, retirement planning, and investment management experience. 

I focus on advising clients on developing and implementing investment strategies to help them meet their immediate and future goals. I follow a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to obtain measurable results. I also consult on risk management, retirement planning, and other critical financial strategies.

Investment Adviser Representative, Truist Advisory Services, Inc.

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

Education

Bachelor of Arts
Cedarville University

Personal Interests

I’m a native of Park Ridge, IL, and a graduate of Cedarville University. My wife and I have four children, and I love to hike and bike in the mountains and enjoy playing tennis.

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

  • 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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