Kathy Daly
Financial Advisor/Vice President
3591 N Briarwood Lane
Muncie, IN 47304
Direct Line: 765-741-3217 or 800-343-7728
kdaly@citysecurities.com
Kathy F. Daly is a vice president and financial advisor with the Private Client Group of City Securities Corporation. Kathy has worked in the financial services industry for over 20 years. She develops wealth accumulation and portfolio management strategies for individuals, families and institutions. Kathy advises clients in the areas of college planning, estate planning, tax-efficient investing, asset allocation and retirement planning.
Kathy’s client relationships are built around integrity, confidentiality and communication. Her conservative approach to portfolio management consists of a thorough and continuous understanding of each client’s goals, objectives and risk tolerance levels.
Kathy attended Ball State University where she majored in economics. She holds the FINRA Series 7, Series 63, and Series 65 securities licenses. Kathy is a life-long resident of Winchester, Indiana, where she is an active member of the community.
Information is the lifeblood of any sound financial decision. However, if it is not properly understood or interpreted, it can be very misleading or useless to the decision maker. If you have any questions regarding the information below, please do not hesitate to telephone Kathy directly at 765-741-3217.
Financial Items of Interest