Daniel Botyos

Daniel R. Botyos
Managing Director Financial Advisor Truist Investment Services, Inc.

400 Park Ave S.

Suite 200,

Winter Park, FL 32789

Daniel.Botyos@Truist.com

Phone 407-909-6812

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About me

Background

As a Truist Financial Advisor, Daniel Botyos is committed to the client's financial well-being and delivering solutions tailored to fit their circumstances. Daniel has more than twenty-seven years of financial planning experience by following a disciplined process of assessing clients financial needs, setting and prioritizing goals, evaluating trade-offs, and implementing financial strategies such as: Financial Planning, Investment Management, Risk Management, Retirement Planning, Legacy & Estate Strategies, Planning for Major Purchases, Education & College Planning, Regular Portfolio Rebalancing. 

 Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science in Finance
University of Central Florida University 1990 1994

Personal Interests

Daniel currently serves on the Board of Directors for Princeton House Charter School serving children with Autism and Cornerstone Charter School Academy Foundation. He is a native of Merritt Island, Florida and graduated from the University of Central Florida University with a degree in Finance in 1994. Daniel is married and has three boys.

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

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

  • 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

Locations

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