Daniel Bubbico

Daniel Bubbico

Daniel Bubbico

Financial Advisor

Daniel Bubbico is an investment advisor with a passion for creating a clear path to retirement. His process begins with a series of interactions focused on getting to know you. He treats all his clients like members of his family and takes the fiduciary standard to heart, backing his clients one hundred percent and helping them to succeed. His favorite part of the job is showing people how to protect and grow their assets in ways they weren’t aware of, so they can achieve their goals and retire without taking on unnecessary risks.

Before joining the Alloy family in 2023, Daniel acquired 12 years of experience in the industry, working with Truist Advisory Services out of Charlotte, NC, and before that, serving as a financial advisor for seven years at Wells Fargo. Born in Yonkers, New York, Daniel moved to the Charlotte area in 2018 to be closer to his family, and in 2021, he purchased a home in Fort Mill, SC, for his own growing family. He attends St. Philip Neri Catholic Church.

Together with his wife, Gina, Daniel has two children: Kaylynn and Adriana. When not in the office or spending time with his little bambinas, Daniel can be found putting in his miles, walking eight to 12 miles daily. He is also a fan of baseball, and his favorite team is—you guessed it-the New York Mets.

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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 Many of the retirement planning strategies utilized by our parents have grown outdated and may no longer be the optimal application for those seeking to retire today or in the next few years.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.

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.

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