Elizabeth “Ely” McDaniel joined Family Wealth Partners in 2026 as a Wealth Coordinator, bringing with her more than two decades of experience serving individuals and families through education, communication, and personalized support. In her role, Ely works closely with clients and advisors to help ensure a seamless experience throughout the planning process. Her responsibilities include case design support, new business processing, client service coordination, and helping facilitate communication between clients and the broader Family Wealth Partners team.
Ely earned both her Bachelor’s and Master’s degrees in Exceptional Student Education from Florida International University. She also holds a Florida Professional Teaching Certificate in Exceptional Student Education (ESE K–12), reflecting her longstanding commitment to learning, service, and helping others reach their full potential.
Prior to joining Family Wealth Partners, Ely spent 23 years with Miami Learning Experience, where she worked with individuals across all stages of life, from elementary school to adult programs. Her extensive experience supporting people with diverse needs helped her develop exceptional communication skills, patience, empathy, and the ability to build meaningful relationships. These qualities continue to serve her well as she helps guide clients through important financial planning and wealth management processes.
Ely’s unique combination of client-centered care and organizational experience allows her to support both the operational and relationship aspects of the Family Wealth Partners experience. She is passionate about creating a welcoming environment and helping clients feel informed, supported, and cared for every step of the way.
Outside of the office, Ely enjoys spending quality time with her two children and staying connected with her large extended family. She values the strong relationships that have shaped her life and enjoys making lasting memories with the people she loves most.