Shannon

Daly

CFP®

picture of a planner

Here to act in your best interests

About me

I take great pride in being a financial planner. I’m dedicated to helping my clients navigate through the complexities of life and plan strategically to stay the course in order to retire securely. Outside of work, I have two passions: Travel to amazing places across the globe and when at home, enjoying life with my husband Bradley, our sons Arthur and Bruce, and our Australian Shepherd.

Certifications

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Science, Business Administration - Drexel University

Master of Business Administration - Marquette University

Visit one of our Locations

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Milwaukee

N16W23217 Stone Ridge Drive

Suite 100

Waukesha, WI 53188

Milwaukee - Glendale (Appt Only)

5215 N. Ironwood Rd

Glendale, WI 53217

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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