Shannon Daly

Office Location

N16W23217 Stone Ridge Drive
Suite 100
Waukesha, WI 53188

Phone: (262) 717-0022
Fax: (262) 717-9579

Shannon Daly

CFP®

Director, Financial Planning

Milwaukee

About Financial Advisor Shannon Daly

  • Joined Edelman Financial Engines in 2019. Began her career in the financial services industry in 2008.
  • Successfully completed the Series 6, 7, 63, and 66 examination(s) administered by FINRA.
  • Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification(s).
  • Bachelors in Business Administration from Drexel University.
  • Married to Bradley. They have an Australian Shepherd named Murphy and she enjoys reading, walking dog and traveling.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements.
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