Working toward your goals It starts with a strategic plan
John P. Daly Jr., CFP®
Account Vice President
CERTIFIED FINANCIAL PLANNER
Accredited Asset Management Specialist (AAMS®)
Chartered Retirement Planning Counselor (CRPC®)
502-420-7632
500 N. Hurstbourne Pkwy
Suite 300
Louisville, KY 40222
Trusted financial advice is more important today than ever. As your Financial Advisor, your financial goals are the focus of everything I do. I want to learn all I can about you, so I can address your most important priorities with a detailed plan that puts your goals within reach. My aim: to be your advisor, committed to a relationship that’s relevant to your life and focused on your financial success.
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