Daniella was a paralegal in New York City and Florida before joining Advantage Wealth Partners in 2017. Daniella is a Senior Investment Operations Specialist with a strong focus on delivering seamless client service and operational excellence. She prepares and processes a wide range of account documentation, manages daily trading and portfolio reallocations, and oversees the firm's structured note platform.

Daniella oversees the firm's estate planning division, assisting clients throughout the process of preparing their estate planning documents. She also enjoys collaborating with her colleague Mary to bring the firm's Inspiring Women events to life—creating meaningful connections for clients and the community.

Daniella is passionate about ensuring accuracy, efficiency, and a high level of care in every aspect of her role.

Daniella moved to Florida in 2004 from Pleasantville, New York, and resides in Fort Myers with her husband Walter and their Shiba Inu, Emi. During her free time, she enjoys time with family, boating, fishing, and traveling.