Marilyn Daniel

Marilyn S. Daniel, FPQP™
Wealth Advisor Truist Bank

8484 Westpark Dr

Suite 620,

McLean, VA 22102-3579

About me

Background

I am a Senior Vice President and experienced Wealth Advisor with The Legal Specialty Group within Truist Bank. I offer clients more than 30 years of experience in the financial services industry, including commercial lending and cash management, business and personal financial planning, investment management, and insurance. My focus is on providing customized, effective financial solutions to help clients accomplish a wide range of goals. Through a dedicated team of specialists in mortgage, commercial lending, trust, financial planning, treasury, investment and insurance strategists, I have the resources to effectively present law firms and attorneys both typical and more complex planning structures.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.A. in Economics
Wellesley College 1979 1983

Personal Interests

I am a member of the Capital Chapter of the Association of Legal Administrators and regularly attend the Women’s Bar Association events. In my spare time, I enjoy traveling, swimming, and hiking with my Shelties.

Specialties

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

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • 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.

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for attorneys

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for law firms

  • An independent third-party agent who holds funds or assets until the requirements contained in the escrow agreement have been met

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