Daniela Munoz is a financial advisor at Atlantic Family Wealth, LLC with four years of industry experience. She holds a Series 66 designation and has worked previously at StoneX Financial Inc. and Lake Forest Securities. Atlantic Family Wealth provides investment advice and portfolio management to individuals and high-net-worth clients, utilizing a range of strategies implemented through sponsored advisory programs and third-party managers. The firm typically acts as a discretionary manager, tailoring portfolios to client goals and risk tolerance while employing diverse investment approaches including long- and short-term trading, options, and structured notes.

Raul Isern is a CFP® professional with 32 years of experience in the financial services industry. He is affiliated with LPL Financial and has been providing investment advisory services through his own firm, Atlantic Family Wealth, LLC, since 2014. Isern is based in Coral Gables, FL. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and delivers solutions through a large network of investment adviser representatives.