The Danser, Doherty, & Price Group of Truist Investment Services, Inc. The Danser, Doherty, & Price Group of Truist Investment Services, Inc.

The Danser, Doherty, & Price Group of Truist Investment Services, Inc.

4777 Sharon Rd

2nd Floor,

Charlotte, NC 28210-0101

ddpgroup@Truist.com

Phone 704-526-4430

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Who we are

As a wealth management team with over 40 years of combined experience The Danser, Doherty & Price Group of Truist Investment Services, Inc. provides a planning based, wealth management service to a select group of affluent families and businesses. Every member of the team is dedicated to helping clients address their financial goals and believes that every client is entitled to the highest level of personalized service. The Group provides a comprehensive and holistic approach to the financial needs of clients utilizing Truist resources and dedicated specialists.
Check the background of this investment professional on FINRA's BrokerCheck

Specialties

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

  • 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.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

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

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Ted Danser
Ted Danser
Financial Advisor
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Kate Doherty
Kate Doherty
Financial Consultant
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Dylan Price
Dylan Price
Financial Advisor
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Donna Oxford
Donna Oxford
Business Development Officer
Kathy Bernatzky
Kathy Bernatzky
Registered Client Service Associate
Anna Gordon
Anna Gordon
Client Service Associate
Through our planning process, we take the time to talk to and get to know clients to gain an understanding of the critical aspects of your financial life so that we can assess the interaction of multiple objectives and the far-reaching implication they can have on each other. We recommend and implement strategies based on the needs and goals of your plan. These strategies are supported not only by deep expertise, but also with highly attentive service and coordination of resources. Together with our partners and specialists in different areas of experience, we are able to provide a wide range of services including: portfolio management, market research, retirement planning, income solutions, alternative investments, 401K, charitable giving, estate planning, education, and insurance.
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    Locations

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    Disclosures

    Truist Bank, Member FDIC. © 2024 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

    Equal Housing Lender

    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
    • Are Not Bank Guaranteed
    • May Lose Value

    TRUIST is a service mark of Truist Financial Corporation (Truist) and its affiliates.

    Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and /or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by McGriff Insurance Services, LLC (McGriff), Kensington Vanguard National Land Services, LLC (Kensington Vanguard) and Crump Life Insurance Services, LLC (Crump). Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable (PJRV), LLC, Arkansas License #100110185. Member FINRA.

    McGriff, Kensington Vanguard, Crump, TLIS, and PJRV are not affiliated with Truist Financial Corporation or any of its subsidiaries.

    Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank.

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    • Limited English Proficiency Support
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