Daniel Ruiz

Daniel provides customized wealth management solutions to clients to help them achieve their goals. Prior to joining Mariner Wealth Advisors, he worked as an associate wealth advisor at Northwestern Mutual where he helped review and evaluate client income, assets, tax exposure, estate plan, investment allocation and insurance to develop customized comprehensive financial plans. He also assisted with portfolio construction, investment management and reporting as well as establishing wealth protection and risk management strategies. Before that he worked as a principal coordinator at Capital One Investing where he helped clients with investment products and services tailored to their investment objectives.