Through a unique partnership with her clients, Ursula Daley motivates individuals to be meaningfully engaged in their own financial life. She empowers them with the knowledge that they need in order to define objectives and develop lifestyle strategies that will help them reach their retirement goals.\nWith a law degree from Pace University, and many years working for financial institutions such as Fidelity Investments, Morgan Lewis and as an attorney in Boston, Ursulas experience varies from representing investment companies and mutual funds to negotiating agreements to establish investment programs for banks across the country. Naturally, and not surprisingly, her career progressed toward helping individuals navigate their own way through the investment world: When I was working at LPL Financial, I was able to see a gap in the service clients were receiving. I believed that with my background, I could engage my clients in a meaningful partnership and assist them in the management of their future. I then became an LPL Financial Advisor.\nWomens centered topics are of great interest to Ursula, and she is actively involved in several womens organizations. She also remains involved with her alma mater, the University of New Hampshire. Read about Ursula in Investment Advisor Magazine and UNH Foundation Website.
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Independent and authoritative analysis and perspective for the bond buying industry