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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

ddpgroup@Truist.com

Phone 704-526-4430

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

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

Ted Danser
Ted Danser, CFP®, CRPC®, PPM
Financial Advisor
Senior Managing Director
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Kate Doherty
Kate Doherty, CFA®
Financial Consultant
Vice President
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Dylan Price
Dylan Price
Financial Advisor
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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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    Locations

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    Disclosures

    Truist Bank, Member FDIC. © 2024 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

    Equal Housing Lender

    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
    • Are Not Bank Guaranteed
    • May Lose Value

    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., and/or P.J. Robb Variable, LLC., which are SEC registered broker-dealers, members  FINRA, SIPC, and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Insurance products and services are offered through McGriff Insurance Services, LLC. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, LLC., AR license #100103477. Both McGriff and Crump are wholly owned subsidiaries of Truist Insurance Holdings, Inc.

    Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

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    "Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

    Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist Financial Corporation and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank. Deposit products are offered by Truist Bank.

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