Daniel R. Botyos
Managing Director
Financial Advisor
Truist Investment Services, Inc.
Managing Director
Financial Advisor
Truist Investment Services, Inc.
400 Park Ave S.
Suite 200,
Winter Park, FL 32789
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.
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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
Financial planning
Risk management
Investment management
Estate planning
Financial education
Investment planning
Locations
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Map
400 Park Ave S.,
Suite 200, Winter Park, FL 32789
Office hours
Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed
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