Shannon Daly
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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 PLANNERâ„¢
Education
Bachelor of Science, Business Administration - Drexel University
Master of Business Administration - Marquette University
Visit one of our Locations
Milwaukee
N16W23217 Stone Ridge Drive
Suite 100
Waukesha, WI 53188
Milwaukee - Glendale (Appt Only)
5215 N. Ironwood Rd
Glendale, WI 53217
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
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Certain services provided on an educational and guidance basis only.
