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Daniel A. Summerlin, CFA®

Daniel A. Summerlin, CFA®

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.


  • 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)
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