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Wealth Management

Wealth Management

Wealth Management

Our Team

Partner

John Daley, CLU®

Sarasota, FL

Fink%252C%2BDavid%2BHeadshot.jpg — Partner

David Fink, CFA®
Sarasota, FL

Partner, Director of Operations

Tim Daley, MBA

Huntersville, NC

Daley%252C%2BKevin%2BHeadshot.jpg — Operations Associate

Kevin Daley
Huntersville, NC

LAKEWOOD RANCH OFFICE | 9040 Town Center Parkway, Bradenton, FL 34202

HUNTERSVILLE OFFICE | 9541 Julian Clark Avenue, Suite 101, Huntersville, NC 28078

SARASOTA OFFICE | Sarasota, FL 34240

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