JENNIFER DALY, CFP®, CRPS®, CRPC®, QPFC

Senior Financial Advisor

Senior Vice President - Investments

Address: 350 EAST LAS OLAS BLVD, 19TH FLOOR , FORT LAUDERDALE , FL 33301
Phone: 954-356-0212 | 800-231-2510 Fax: 954-356-0299
Email: Jennifer.daly@wellsfargoadvisors.com Compose mail in a new window

My Background

My Associate(s): Parker Hendrickson, Client Associate ; Rose Saviano, Senior Client Associate

My Experience

2015 - present : Wells Fargo Advisors
2002 - 2015 : Morgan Stanley
1998 - 2002 : PaineWebber

My Education & Credentials

Senior Fundamental Choice Portfolio Manager

My Areas of Focus

Advisory Services
Business Services
Education Funding & 529 Plans
Estate Planning Strategies
Insurance
IRAs & IRA Strategies
Retirement Planning

Securities Registered in the following states: AL, AR, CA, DC, DE, FL, GA, ID, IL, KS, LA, MA, MD, ME, MI, MN, MS, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA
Insurance licensed in the following states: AR (Lic. # 3493213), CA (Lic. # 0M08649)
JENNIFER DALY: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Florida : FORT LAUDERDALE Branch