Daniel Ayala, Jr.

Client Services Manager

Daniel provides 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 with Royal Alliance Associates, Inc., he holds his Series 7 and 63 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 youth ministry, and watching college sports.

Phone 281-357-8788
Fax 281-357-8744