Kevin Daley
Operations Associate
Huntersville, NC
Kevin joined Lifestyle Freedom in 2018 and obtained his Series 65 license in 2019. He provides exceptional service to our clients, often acting as a primary contact to ensure that clients’ needs are met promptly and professionally. Kevin assists with financial transactions, client inquiries, and technology support. His background in customer services and experience in financial administration help clients achieve their financial goals with confidence as he transitions into a junior advisor role.
Kevin lives in the Charlotte area with his wife and two young children where they enjoy spending time with nearby family and exploring the North Carolina mountains and beaches.