2 months ago
Market Update | January 2023
A year ago, markets were coming off one of the...
- With CAPTRUST Since 2006
- 919.870.6822
-
4208 Six Forks Rd #1700
Raleigh, NC 27609
Daniel A. Summerlin, CFA®
Principal,
Financial Advisor
- Chapel Hill, NC
- The Hunt for Red October | Jeremiah Johnson
- My grandfather, Charlie Munger, and Bill Friday
- Be helpful in the right way for a long time and for a lot of people and you will live a very fulfilled life.
- Honesty, integrity, and commitment
Financial Advisors
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.
Education
- 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
Industry Designations
- Chartered Financial Analyst® (CFA®)
Awards & Recognition
- NAPA Top DC Advisor Teams | 2020 and 2021 (CAPTRUST Raleigh)
News & Resources
Resources
Resources
2 months ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
Wealth Management
3 months ago
VESTED Voices: Joshua Becker
In this video, get to know Things That Matter author...
Wealth Management
4 months ago
VESTED Voices: Major General Angie Salinas
In this video, get to know Major General Angie Salinas,...
