Daniella joined HB Wealth in February 2025 as a Client Service Associate within HB Wealth’s Family Office division. In her role, she assists advisors with money movement, reconciliation, meeting preparation and follow-up, private alternative investments, and tax document coordination.
Prior to joining HB Wealth, Daniella spent about 2 years at an independent financial planning firm in Palm Beach Gardens, FL, as part of their Client Service department.
Daniella holds a Bachelor’s of Science in Public Relations from the University of Florida.
In her spare time, Daniella enjoys spending time with friends and family, and continuing to sharpen her fluency in Portuguese and skills in salsa dancing.