James P. Daley, AIF^®

Managing Director
Clifton Park Office

I earned the Accredited Investment Fiduciary® designation through the Center for Fiduciary Studies at the Katz Graduate School of Business. I received my bachelor’s degree in finance from Siena College and a Master’s of Business Administration from SUNY Albany.

I hold the Series 7 and 66 licenses, as well as Life and Health Insurance licenses.

I focus on individual and group retirement planning with a specialization in fiduciary investing standards. In addition, I have a thorough knowledge of fiduciary responsibility and the Global Fiduciary Standard of Excellence. I bring the highest level of professionalism and expertise to investment stewards and individual investors.

Please check James' background on FINRA’s BrokerCheck

E-mail [email protected]

Madison Wealth Managers

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James P. Daley, AIF^®

Managing Director
Clifton Park Office

Madison Wealth Managers

Address:

Phone:

Fax/Other:

E-mail:

James P. Daley, AIF®

Managing DirectorClifton Park Office

James P. Daley, AIF^®

Managing Director
Clifton Park Office