WELCOME TO
ATLANTIC FAMILY WEALTH

Daniela Munoz
Client Services Associate
Daniela came to the United States with the dream of growing professionally and bringing value to people through the financial world. An Economist from the Central University of Venezuela, she has built a career that reflects dedication, perseverance, and a genuine passion for helping others understand and better manage their wealth.
With solid experience in trading and portfolio management, she specializes in keeping client accounts current, anticipating solutions, and ensuring that every investment is protected and aligned with clients’ objectives. She also plays a key role in compliance processes, making sure that every transaction and procedure adheres to regulations and internal policies, thereby guaranteeing both security and transparency.
Convinced that behind every portfolio there is a story, Daniela approaches her work with the same care and attention she would devote to her own family’s finances. Outside of work, she enjoys the beach, reading, and activities that inspire her, provide new perspectives, and remind her of the importance of maintaining a healthy balance between professional and personal life.
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