The Danser, Doherty, & Price Group of Truist Investment Services, Inc. The Danser, Doherty, & Price Group of Truist Investment Services, Inc.

The Danser, Doherty, & Price Group of Truist Investment Services, Inc.

4777 Sharon Rd

2nd Floor,

Charlotte, NC 28210-0101

Who we are

As a wealth management team with over 40 years of combined experience The Danser, Doherty & Price Group of Truist Investment Services, Inc. provides a planning based, wealth management service to a select group of affluent families and businesses. Every member of the team is dedicated to helping clients address their financial goals and believes that every client is entitled to the highest level of personalized service. The Group provides a comprehensive and holistic approach to the financial needs of clients utilizing Truist resources and dedicated specialists.
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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

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

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

  • 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

Donna Oxford
Donna Oxford
Business Development Officer
Kathy Bernatzky
Kathy Bernatzky
Registered Client Service Associate
Anna Gordon
Anna Gordon
Client Service Associate
Through our planning process, we take the time to talk to and get to know clients to gain an understanding of the critical aspects of your financial life so that we can assess the interaction of multiple objectives and the far-reaching implication they can have on each other. We recommend and implement strategies based on the needs and goals of your plan. These strategies are supported not only by deep expertise, but also with highly attentive service and coordination of resources. Together with our partners and specialists in different areas of experience, we are able to provide a wide range of services including: portfolio management, market research, retirement planning, income solutions, alternative investments, 401K, charitable giving, estate planning, education, and insurance.
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