John Daley, CLU®

Co-Founder

After attending the University of New Hampshire, John entered the financial services industry in 1981. He received the majority of his technical training at the American College in Bryn Mawr, PA, and has mentored under some of the most recognized experts in the wealth management industry. In 1994, John was named to the prestigious “Who’s Who in Financial Services.” From 1994 to 2005, John was an Adjunct Professor in the Maine State College System, where he taught classes on Investing and Retirement Planning.

John and his wife, Beverly, raised their children on the coast of Maine. As “empty nesters,” they relocated to Sarasota in 2008 to be near her aging parents. Beverly fell in love with the beaches and arts, while John took advantage of the wonderful weather and found a new passion: participating in triathlons. He has raced all distances and completed his first 140.6-mile race in 2014.