Danny Summerlin is a wealth management financial advisor based in Raleigh, NC.
Danny joined CAPTRUST in 2006 as senior vice president and financial advisor and is responsible for providing comprehensive wealth management to high-net-worth investors and corporate executives and investment advisory services to private foundations. Prior to joining the firm, he served as a relationship manager for individual and institutional investors at Franklin Street Partners, and has worked in the industry since 1995.
- Bachelor of Arts degree in industrial relations and political science from the University of North Carolina at Chapel Hill
- Master of Business Administration degree from the University of North Carolina at Chapel Hill – Kenan-Flagler Business School
- Chartered Financial Analyst
Awards & Recognition
- NAPA Top DC Advisor Teams | 2020, 2021, and 2022 (CAPTRUST Raleigh)