Ted Danser

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

4777 Sharon Rd

2nd Floor,

Charlotte, NC 28210-0101

About me

Background

I’m a Financial Advisor with Truist Wealth, offering clients more than 19 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™ (CFP®) professional and a Chartered Retirement Planning Counselor™ (CRPC®), I hold myself accountable for recommending strategies with my clients’ needs and goals in mind. These strategies are supported not only by the deep knowledge of my team of specialists, but by my highly attentive service and coordination of resources. I take the time to talk to, learn about, and understand the critical aspects of a client’s financial life so that I 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

I’m a native of Westfield, NJ, and a graduate of Furman University. I volunteer my 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

Gold Performance Excellence Award Winner
2017
Gold Performance Excellence Award Winner
2018
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    The Truist Gold 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.