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Daniel Larsen, CFA® Client Advisor

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125 Summer Street,

Boston, MA 02110

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About

Daniel (Dan) Larsen is a Senior Vice President and Client Advisor with SunTrust Private Wealth Management. Dan offers clients more than 20 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit and estate strategies. Dan has earned the professional designation of Chartered Financial Analyst ® (CFA®). He is a native of Chevy Chase, Maryland and is a graduate of Colgate University (BA) and Boston College (MBA). Dan is active in the David Lynch Foundation, Brewster Baptist Church and is a member of CFA Society Boston.

Dan holds himself accountable to recommend strategies with your needs and goals in mind. These strategies are supported not only by deep expertise from a team of specialists, but also highly attentive service and coordination of resources. Dan takes the time to talk to you, get to know you and gain an understanding of the critical aspects of your financial life so that he can assess the interaction of multiple objectives and the far reaching implication they can have on each other.

Dan lives in the South Shore of Boston with his wife Megan, son Carter and daughter Morgan. In his free time, he enjoys Transcendental Meditation, hot yoga, golf and tennis. He is a member at Eastward Ho Country Club and Chatham Beach and Tennis Club.

SunTrust Private Wealth Management is part of SunTrust Bank, with a proud 120-year heritage of commitment to helping our clients manage their wealth and achieve their goals. We are committed to meeting the needs of our clients - by building and continually strengthening long-term relationships and by offering you comprehensive wealth management capabilities to meet your sophisticated and often complex needs. As your needs evolve, your team of experts and solutions will too, in order to address new challenges and opportunities.

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