Broker Check
Daniel Battillo

Daniel Battillo

Financial Advisor

Professional Experience:

Daniel Battillo, a Florida native, was born in Ft. Lauderdale and raised in Lake Mary. His academic journey began at Lake Mary High School where he played on a State Champion Golf team, and continued on to the University of Central Florida, where he earned a Bachelor's Degree in Finance. Straight out of college, Daniel ventured into entrepreneurship, establishing himself as a local business owner in Lake Mary, specializing in the agricultural industry.  His early experiences also include navigating the dynamic world of investments and stock trading, skills honed during his college years. 

Fueling his passion for finance and investing, Daniel joined OMNI Financial Services as a Financial Advisor where he continues to be dedicated to helping his clients improve their financial situations. 

Beyond his professional pursuits, Daniel finds joy in an active lifestyle. Weight lifting, golfing, playing the guitar, and avidly following sports, especially his favorite teams—the Miami Dolphins, the Miami Heat, and the UCF Knights. 


Credentials:

General Securities Representative – Series 7
Investment Advisor Representative - Series 66
Life, Health and Variable Annuity Insurance Agent
Bachelor of Science – Business Administration – University of Central Florida

Professional Services:

Business

Business Succession Strategies
Business Valuation Analysis
Buy/Sell Agreements and Funding Strategies
Executive Compensation and Incentive Plans
Key Employee Protection and Retention Strategies
Employee Benefits
Business Retirement Plans


Personal

Family Protection Strategies
Risk Management
Retirement Plans
Investment Strategies and Wealth Management
Education Funding
Estate Planning
Charitable and Gifting Strategies

Daniel Battillo is a registered representative and Investment Advisor Representative with Cetera Advisor Networks, LLC.