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Peggie Daly
Peggie Daly
Managing Director | Mariner
California, Corte Madera, United States
Peggie Daly
Summary
Peggie Daly is a seasoned wealth management professional with over a decade of experience in the finance industry. Currently serving as the Managing Director at Mariner Wealth Advisors, she excels in providing personalized wealth advice to individuals, families, and businesses. With a strong background in accounting, Peggie combines her financial expertise with a client-first approach, ensuring that her clients receive tailored strategies to meet their financial goals. Her leadership role not only focuses on client relationships but also on the strategic growth and profitability of her office. Peggie's commitment to integrity and trustworthiness is evident in her work, fostering long-term relationships with clients and her team. She holds a Bachelor's degree in Accounting from California Polytechnic State University, which laid the foundation for her successful career. Her passion for wealth management and client advocacy drives her to continuously seek innovative solutions in the ever-evolving financial landscape.
Peggie Daly
Work Experience
Managing Director at
Mariner
April 2019 - Present
Peggie Daly
Education
California Polytechnic State University, San Luis Obispo, BS, Accounting
January 1984 - January 1989
California Polytechnic State University, San Luis Obispo, Bachelor's degree, Accounting and Business/Management
January 1984 - January 1989
Frequently Asked Questions about Peggie Daly
What is Peggie Daly email address?
Peggie Daly's primary email address is ***********@marinerwealthadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Peggie Daly work for?
Peggie Daly is a Managing Director at Mariner.
Where Peggie Daly graduated from?
Peggie Daly holds a degree in null from California Polytechnic State University, San Luis Obispo.
How can I directly contact Peggie Daly?
To contact Peggie Daly directly, you can use the email address ***********@marinerwealthadvisors.com. Complete contact information is available upon registration with Muraena.
Who is Peggie Daly?
Peggie Daly is a seasoned wealth management professional with over a decade of experience in the finance industry. Currently serving as the Managing Director at Mariner Wealth Advisors, she excels in providing personalized wealth advice to individuals, families, and businesses. With a strong background in accounting, Peggie combines her financial expertise with a client-first approach, ensuring that her clients receive tailored strategies to meet their financial goals. Her leadership role not only focuses on client relationships but also on the strategic growth and profitability of her office. Peggie's commitment to integrity and trustworthiness is evident in her work, fostering long-term relationships with clients and her team. She holds a Bachelor's degree in Accounting from California Polytechnic State University, which laid the foundation for her successful career. Her passion for wealth management and client advocacy drives her to continuously seek innovative solutions in the ever-evolving financial landscape.
Peggie`s contact details
***********@marinerwealthadvisors.com
******@polarismarin.com
Colleagues
Assoc. Vice-President - Financial Consultant
Financial Consultant
Client Partner
Assistant to the Controller
Staffing Consultant/Senior Staffing Specialist/Staffing Specialist
Managing Director
Portfolio Manager, Financial Analyst
Senior Vice President and Branch Manager
Registered Principal
President