Daniela De Castro Martins
Experience and Education
Daniela works with a wealth advisory team to help clients achieve their short-term and long-term goals. She assists with a variety of financial planning processes and helps the team create comprehensive financial plans for clients.
Prior to joining Mariner Wealth Advisors, she was an investment consultant for a local office working with ultra-high-net-worth families. Prior to that, she worked for UBS International providing wealth management services to clients and also worked for Deutsche Bank.
Daniela holds a bachelor’s degree in translating and interpreting from Saint Jude Thaddeus University and a postgraduate’s degree in business administration from Insper, both in São Paulo, Brazil. She also has completed the executive education program in family wealth management from Columbia Business School.
Daniela is passionate about environmental protection.