Daniel Luis Valente

Daniel brings more than 10 years of wealth management experience and a wealth of investment knowledge to our team and clients. He provides the advice and information needed to make informed decisions about investments and helps navigate the myriad of available investment options.

Diligent and client-focused, Daniel’s goal is to establish strong rapport with clients by providing quality service, strategies and advice. His well-rounded background has a positive impact on clients and co-workers alike.

Daniel joined Raymond James in 2020, eager to be part of such an established and growing firm. Throughout his career, which began in 2005, he held a variety of key positions in the financial services industry. He was a Wealth Associate at Morgan Stanley, a Wealth Strategy Associate at UBS Financial Services, a Relationship Banker at JP Morgan Chase Bank and a Loan Originator at Crosstate Mortgage Corporation. He holds Series 6, 7, 63 and 66 licenses, New Jersey insurance license (NJ W409513) and a Bachelor’s Degree in Finance and Portuguese (double major).

Daniel is originally from North Arlington, New Jersey, and now lives in Boca Raton, Florida. His devotion to his career and family are fully evident. While he is a dedicated professional, he makes sure he still finds the time to spend with his family and friends. He has been happily married to Karla Valente since 2018 and is the father to two sons, Daniel and Tiago. In his free time, he enjoys taking family trips, attending sports and music events and playing soccer.