Jennifer Daly Email & Phone Number
Senior Vice President- Investments, Senior Financial Advisor @ Wells Fargo Advisors
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Jennifer Daly Location
- Florida, United States
Jennifer Daly Work
- 2022 -now Senior Vice President- Investments, Senior Financial Advisor @
- 2015 -2022 First Vice President - Investments @
- 2002 -2015 Associate Vice President, CFP®, CRPS®, CRPC®, Portfolio Manager, Financial Advisor @
- 1998 -2002 Investment Executive @
- 1998 -1999 Investment Representative @ Allfirst Brokerage Corporation
Jennifer Daly Education
- Randolph-Macon College
BS
1990-1994
Jennifer Daly Skills
- Securities
- Investments
- Retirement Planning
- Small Business
- Financial Services
- Asset Allocation
- Alternative Investments
- Finance
- Financial Advisory
- Strategic Planning
- Estate Planning Strategies
- Estate Planning
- Series 63
- Financial Planning
- Wealth Management Services
- Portfolio Management
- Investment Advisory
- Wealth Management
- Risk Management
- Asset Management
- Customer Service
- Financial Analysis
- Financial Reporting
- Series 7
Jennifer Daly Summary
- Jennifer Daly, based in Florida, United States, is currently a Senior Vice President- Investments, Senior Financial Advisor at Wells Fargo Advisors. Jennifer Daly brings experience from previous roles at Wells Fargo Advisors, Morgan Stanley, UBS PaineWebber and Allfirst Brokerage Corporation. Jennifer Daly holds a 1990 - 1994 BS @ Randolph-Macon College. With a robust skill set that includes Securities, Investments, Retirement Planning, Small Business, Financial Services and more. Jennifer Daly has 3 emails and 1 mobile phone numbers on RocketReach.
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