Daniella Byxbe

Daniella joined Advantage Wealth Partners in 2017 and serves as 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.

Outside the office, Daniella enjoys boating, fishing, traveling, reading, and spending quality time with her family, husband and their Shiba Inu, Emi.