Daniela De Castro Martins

Daniela De Castro Martins is an Associate Wealth Advisor at Mariner Wealth Advisors. Prior to joining Mariner, they served as an Investment Consultant for Arbitrage Consulting LLC/Insight Securities Inc. from November 2014 to January 2018. In this role, they provided investment consulting for an ultra-high net-worth family, managing all matters related to investments and business structures. From February 2010 to October 2014, Ms. Martins served as a Client Service Associate - Wealth Management at UBS, servicing clients and providing trading, operational and investment related support by responding to client's requests. Ms. Martins began their career at Deutsche Bank in November 2001, where they served as an Assistant - Global Markets and Global Relationship Management, providing full service support duties for sales team.

Daniela De Castro Martins has a Bachelor of Arts in Portuguese and English from Universidade São Judas Tadeu, an MBA in Business Administration, Finance and Management, General from Ibmec, and a certification from FINRA (Financial Industry Regulatory Authority) in SERIES 65. Daniela also has a certification from FINRA (Financial Industry Regulatory Authority) in SERIES 63 and a certification from FINRA (Financial Industry Regulatory Authority) in SERIES 7.