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Peggie Daly

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Peggie Daly

Managing Director | Mariner

California, Corte Madera, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Peggie Daly

Work Experience

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Managing Director at

Mariner

April 2019 - Present

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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

mail

***********@marinerwealthadvisors.com

******@polarismarin.com

Colleagues

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Zachary Hayes

Assoc. Vice-President - Financial Consultant

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Chris Schimmel

Financial Consultant

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Bill Hazelton

Client Partner

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Jodi Robinson

Assistant to the Controller

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Amy Boyer

Staffing Consultant/Senior Staffing Specialist/Staffing Specialist

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Ben Jones

Managing Director

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Pamela Thompson

Portfolio Manager, Financial Analyst

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Marty Bicknell

Senior Vice President and Branch Manager

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Deann Elmore

Registered Principal

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Dan Kronmal

President

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