Daniel McCall
Managing Director, Senior Wealth Advisor at Truist Wealth at Truist Wealth
Based in Raleigh-Durham-Chapel Hill, United States
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Seniority
Other
Department
Other
Location
Raleigh-Durham-Chapel Hill
Industry
Financial Services
Company size
1.7K
Contact information
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d•••••••@truist.com
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Background
About Daniel McCall
About Me As a Truist Wealth advisor, I serve as a relationship manager and advocate for affluent clients and their families. I am further supported by a broad array of specialists who work together to deliver personalized, tailored solutions that address clients’ specific banking, strategic credit, investments, insurance, and trust and estate planning needs. This dedicated team approach allows me to help create, grow and preserve the wealth of the clients I serve. I believe one of the best ways to help establish economic success and financial security for my clients is by developing a customized, comprehensive financial plan for them. A well-constructed plan produces a road-map that increases the likelihood of achieving long-term financial goals. As a trusted advisor, I value the confidence our clients have in us, and I strive each and every day to exceed their expectations by delivering service that is reliable, responsive, empathetic and competent.
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