John Daley, CLU®
Partner & Lead Advisor
Sarasota, FL
John is an experienced wealth manager specializing in exit and succession planning consulting. Throughout his career, he has successfully managed and grown multiple entities while helping numerous business owners. John's strategic approach to business consulting focuses on unlocking a company’s full potential through thoughtful planning and execution. With his extensive experience, John provides valuable insights to business owners aiming to enhance their business value and secure a successful future.
John has dedicated much of his career to working with closely held businesses. Since entering the financial services industry in 1981, he has assisted clients in multiple states with their financial decisions. He received much of his technical training at the American College in Bryn Mawr, PA, and was mentored by various wealth management experts. John also taught Investing and Retirement Planning as an Adjunct Professor in the Maine State College System.
John and his wife, Beverly, reside in Sarasota, Florida, and spend considerable time in North Carolina to be near their four grandchildren. When not working or spending time with family, John and Beverly enjoy exploring the nation's National Parks.
John is proud to have his two sons as part of his internal succession plan, ensuring that the legacy of their family’s entrepreneurial spirit continues.