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Mark Daley

Wealth Advisor, Director of Retirement Plans - West

Jacksonville, FL

Back to Team

Work Experience

401(k) Retirement plan professional with a diverse sales background
Sales professional selling 401k Recordkeeping and TPA services direct and wholesaling through Financial Advisors since 2016
Converted approximately 400+ 401(k) plans in an 8-year span totaling close to half a billion dollars in AUM
Knowledgeable about payroll provider platforms including Paychex and ADP

Life Outside of MAI

Married with 3 daughters and a goldendoodle
Loves traveling and adventure and started an annual road trip tradition in 2020 – has visited 13 states and counting in travel trailer
Coaches youth softball and soccer
Enjoys family bike rides

Education

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