Daniel Ayala, Jr.
Director of Operations and Supervision
Daniel oversees operation and service support for our clients. In this capacity, he works with our account custodians in establishing new accounts, coordinating account transfers, and keeping client’s account records current. He also assists the advisors in the analysis and implementation of financial plans and investment strategies. As a Registered Assistant and Supervision Delegate with Royal Alliance Associates, Inc., he holds his Series 7, 66, and 24 securities registrations.
Daniel graduated from The University of Texas at Austin with a bachelor’s of arts in economics. Prior to joining Petra Benefits in 2015, Daniel was an intern and administrative assistant at Integrated Financial Planning Center in Austin, TX. Daniel is interest include spending time with family, and serving in young adult ministry, and watching college sports.