Shannon
Daly
CFP®
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
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
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.
