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Ted Danser

Ted C. Danser, CFP®, CRPC®, PPM
Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

4777 Sharon Rd

4th Floor,

Charlotte, NC 28210-0101

Ted.Danser@Truist.com

Phone 704-526-4470

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About me

Background

Ted Danser is a Financial Advisor with Truist Investment Services, Inc., offering clients more than 20 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit, and estate strategies. 

As a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Planning Counselor™ (CRPC®) designee, he holds himself accountable for recommending strategies with his clients’ needs and goals in mind. These strategies are supported not only by the deep knowledge of his team of specialists, but also by his highly attentive service and coordination of resources. He takes the time to talk to a client, and learn about and understand the critical aspects of their financial life so that he can assess the interaction and far-reaching impact of their multiple objectives.

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

Education

B.A. – History
Furman University 1991 1995

Personal Interests

Ted is a native of Westfield, New Jersey, and a graduate of Furman University. He volunteers his time to various activities within the St. Matthew Catholic Church, as well as coaching youth athletics.

Specialties

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

  • 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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • 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

Accomplishments

Performance Excellence Award*
Truist 2018
*The Truist Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

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