WELCOME TO
ATLANTIC FAMILY WEALTH
Daniela Munoz
Client Services Associate
With experience supporting trading, portfolio administration, and client service functions, Daniela helps keep client accounts current, coordinates operational processes, and assists with compliance-related requirements to help support accuracy, transparency, and a positive client experience.
Daniela believes that every client has a unique story and values the opportunity to build meaningful relationships through attentive service and support. She approaches her work with care, professionalism, and a commitment to helping clients feel informed and supported.
Outside of the office, Daniela enjoys spending time at the beach, reading, and exploring activities that provide new perspectives and encourage a healthy balance between professional and personal life.
Speak with a local financial advisor
(305) 222-0977
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Additional advisory services offered through Atlantic Family Wealth, LLC., a registered Investment advisor.
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Atlantic Family Wealth, A registered investment advisor firm.
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