Daniel Brattain

Daniel Brattain
Director of Client Relations - Mint Hill
Known for his punctuality and strong work ethic, Daniel supports the advisory staff by taking on a wide range of tasks to help keep the office running smoothly. He takes pride in completing assignments efficiently and isn’t afraid to ask thoughtful questions when something is unclear—always aiming to learn and grow.
Daniel’s favorite part of working at Alloy Wealth is the people. He deeply values the firm’s family-like culture and enjoys seeing the long-term relationships built between advisors and clients. Being part of a team that empowers individuals with financial knowledge and guidance is something he’s proud of.
Before joining Alloy, Daniel worked as an associate at his local grocery store. He also holds an Associate of Arts degree from Stanly Community College (SCC). Outside of work and school, Daniel enjoys watching and playing sports—especially basketball—spending time with family and friends , and enjoys interactive strategy and team-based video games, which he finds to be a fun way to unwind and sharpen critical thinking and problem-solving skills.
Contact Us

The information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Alloy Wealth Holdings LLC – DBA Alloy Investment Management.
Copyright 2020 | All Rights Reserved