Dan Schlesing Senior Wealth Planner North Carolina Private Bank Team

Dan Schlesing is a Fifth Third Private Bank Wealth Planner who develops, delivers and implements every facet of your investment strategy including matters of estate, tax, insurance, investments and retirement. Dan focuses on both your long-term and short-term goals for all aspects of your financial life.

Education

Campbell University Lundy Fetterman School of Business, Buies Creek, NC

Professional Experience & Areas of Focus

Dan has spent his entire career in the wealth planning industry. He joined Fifth Third Bank in April of 2013 after spending over a decade with another financial institution. Dan advises affluent individuals, families and business owners in order to help them achieve their financial and personal goals. Dan takes a consultative approach by first understanding what the client's needs are, both short-term and long-term, before recommending a solution. As a Senior Wealth Planner, he develops strategies for all aspects of their financial lives, including tax planning, retirement planning, estate and wealth transfer planning and business succession planning.

Licenses & Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Personal & Community Participation

Dan lives in South Charlotte with his wife and two sons. He is a member of the Charlotte Estate Planning Council and the Financial Planning Association of Charlotte. In his spare time he enjoys sports and is active in his community and church.