DIRECTOR OF CLIENT SERVICES
As Director of Client Services at Omnia Family Wealth, Diana is charged with building trusted and solid relationships with the Firm’s clients. In this role, she is skilled at connecting with clients to ensure they feel comfortable, confident and well cared for. Diana has worked with her Omnia colleagues for close to ten years, both as a Senior Private Wealth Associate at Merrill Lynch’s Private Banking and Investment Group and as a Senior Client Service Associate at UBS Private Wealth Management. She brings a long tradition of client service to her role, having spent 13 years at Morgan Stanley as a Senior Client Service Associate.
A graduate of Florida International University, Diana holds a B.A. in Finance and International Business. She resides in Aventura, Florida with her husband Miguel and two children. In her spare time, Diana enjoys culinary classes, running, biking and supporting her children in a variety of sports activities.