Daley Financial Partners Joins Commonwealth Financial Network®
WALTHAM, Mass.--(BUSINESS WIRE)--Dec 18, 2018--Commonwealth Financial Network ®, the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, announces the addition of Daley Financial Partners, of Oak Brook, Illinois, to its network of independent financial advisors. Formerly affiliated with LPL Financial, financial advisors Ursula Daley, JD, Jordan Lewis, and their team bring with them more than $325 million in assets under management.
Daley Financial Partners combines personal dedication with depth of services and capabilities to help clients pursue their unique financial goals. Recognized by the U.S. Small Business Administration as a Women-Owned Small Business, the team specializes in working with business owners, educators, and women, providing strategic investment and retirement planning solutions. For more information about the firm, visit http://www.daleyfinancial.com.
“In every interaction, we strive to empower our clients with knowledge and confidence, and we are so pleased to join the Commonwealth community of individuals who share those same fundamental objectives,” said Ursula Daley. “Commonwealth’s stellar reputation speaks for itself, but its service model—placing emphasis on the whole client—appealed to our team the most.”
Andrew Daniels, managing principal, business development, said, “On behalf of Commonwealth, I welcome Daley Financial Partners to our network of independent advisors. This powerful team of women has built a client base that they can relate to—much like how we selectively affiliate with advisors who align with our values. Their passion and contributions to the advice industry are fully valued, and we commit to providing their practice with integrated, accessible technology to enhance their client service model and fuel business growth.”
Daley added, “For us, this move was the only move, and we are eager to share with our clients the new capabilities this partnership will provide.”
About Commonwealth Financial Network Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power ranks Commonwealth “Highest in Independent Advisor Satisfaction Among Financial Investment Firms, Five Times in a Row.” The firm supports approximately 1,800 independent financial advisors nationwide. For more information, please visit www.commonwealth.com.
Commonwealth received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, and 2018 Financial Advisor Satisfaction Studies of customers’ satisfaction among financial advisors. Visit .
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View source version on businesswire.com:https://www.businesswire.com/news/home/20181218005618/en/
CONTACT: Commonwealth Financial Network
Jacquelyn Marchand, 781.736.7980, x9584
Senior Manager, Media Relations
KEYWORD: UNITED STATES NORTH AMERICA MASSACHUSETTS
INDUSTRY KEYWORD: PROFESSIONAL SERVICES CONSULTING FINANCE
SOURCE: Commonwealth Financial Network
Copyright Business Wire 2018.
PUB: 12/18/2018 11:25 AM/DISC: 12/18/2018 11:25 AM