Daniel Brattain

Marketing Intern

As a degree candidate with a finance major at the University of North Carolina – Charlotte, Daniel leaped at the chance to join Alloy Wealth for an internship in June of 2021. He’s been a valued member of our team ever since. Known for his punctuality, Daniel spends a typical day doing everything he can to take the weight off the advisory support staff’s shoulders, whatever that might entail. He prides himself on his ability to complete tasks in a timely manner, and he’s not afraid to ask questions if he’s not quite sure about something. His favorite part of the job is the people. From the financial advisors to the clients themselves, he appreciates the family culture at Alloy Wealth and how the advisors build relationships over time. He is proud to be part of a team that works to ensure every person who comes through the door gets the help and financial knowledge they need.

Before joining the team at Alloy, Daniel worked as an associate at his local grocery store and has an Associate of Arts degree from Stanly Community College (SCC). When not in the office or class, he can be found playing or watching sports, typically basketball, or going out with friends. He also enjoys playing video games when staying in for the night, and taking a break from his studies.

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When: This is a two-night master class offered September 19 & September 21 from 6:30pm - 8:00pm each night.

The top reason baby boomers and pre-retirees attend this class is to become informed and learn things that they didn’t know about regarding retirement planning. Many of the retirement planning strategies utilized by our parents have grown outdated and may no longer be the optimal application for those seeking to retire today or in the next few years. This course compares and contrasts the older retirement paradigms versus what exists today. You will learn how to help insulate yourself from the risks of rising taxes, low interest rates, and become aware of and help avoid common retirement planning mistakes.

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Insurance services offered through Alloy Wealth Management Inc. Investment advisory services offer through Alloy Wealth Holdings LLC dba Alloy Investment Management. Alloy Wealth Management Inc and Alloy Wealth Holdings LLC dba Alloy Investment Management are affiliated by common ownership. Alloy Wealth Holdings, LLC – DBA Alloy Investment Management is a state registered investment adviser in North Carolina and South Carolina, and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

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.