Marilyn Daniel

Marilyn S. Daniel, FPQP™
Senior Vice President Legal Wealth Advisor Truist Bank

8200 Greensboro Dr

McLean, VA 22102-3803

Marilyn.Daniel@Truist.com

Phone 703-442-1501

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About me

Background

Marilyn Daniel is an experienced Wealth Advisor with the Legal Specialty Group within Truist Bank. She offers clients more than 30 years of experience in the financial services industry, including commercial lending and cash management, business and personal financial planning, investment management, and insurance. Her focus is on providing customized, effective financial solutions to help clients address a wide range of goals. Through a dedicated team of specialists in mortgage, commercial lending, trust, financial planning, treasury, investment, and insurance strategists, she has the resources to effectively present law firms and attorneys both typical and more complex planning structures.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.A. in Economics
Wellesley College 1979 1983

Personal Interests

Marilyn is a member of the Capital Chapter of the Association of Legal Administrators and regularly attends the Women’s Bar Association events. In her spare time, she enjoys traveling, swimming, and hiking with her shelties.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • 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.

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for attorneys

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for law firms

  • An independent third-party agent who holds funds or assets until the requirements contained in the escrow agreement have been met

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    Disclosures

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    Equal Housing Lender

    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
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    • 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., which is a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC., each SEC registered investment advisers.

    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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