Mark DalyWealth Advisor
Address
Phone
EmailAbout Mark Daly
Career Highlights and Industry Expertise
- Financial industry professional since 2020
- Joined the company in 2024
- Series 7 and 66 registrations, held through LPL Financial
- Minnesota Life, Accident and Health Insurance License
Education
- Bachelor's degree in applied economics from the University of Minnesota Twin Cities
Outside the office, I enjoy playing golf on courses throughout the Twin Cities area. As a lifelong Minnesotan, I’m a proud Gopher alumni and huge fan of all Minnesota sports. Professionally, I’m committed to working with clients to develop a holistic financial plan and provide personalized solutions. I’m passionate about treating every client as if they were a close friend or family member.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today.
Old National Wealth Management Services
We believe that every client, regardless of stage of life or portfolio size, should have a personal financial plan—a plan that charts the course to pursue your unique goals for today and your future. As your wealth management partner, I’ll take the time to understand your circumstances and help you find strategies that fit your needs. Together, we will chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.
