Justin Daley, CFP®Senior Wealth Advisor

Justin Daley, CFP®
Senior Wealth Advisor

Justin Daley entered the investment business in 2006 with the desire to better understand investing and to share that knowledge with others. He was a Branch Manager for 8 years, helping and coaching other advisors in the industry, even earning recognition as a top 100 Branch Manager by OnWallStreet1. Justin is now solely focused on helping his clients achieve their financial goals.

With a specialty in financial planning, Mr. Daley seeks to understand what financial needs you have and ensure you always have a smart place to access your money, given the changing market, tax, and political environments.

Justin was raised in the Black Hills and graduated from New Mexico State University but has lived in Lakewood Ranch since 2015. Justin enjoys all that Florida has to offer which includes: going camping with the Boy Scouts, taking his family boating and jet skiing, as well as golfing. Justin is married to Michelle and has a son, Jimmy, and daughter, Emma.

 

1 The Top 100 Branch Manager Award list is derived from nominations received from the field. Suggestions were narrowed by a panel of judges. https://onwallstreet.financial-planning.com/slideshow/top-100-branch-managers-for-2017