Overview

Daryl is a 37 year veteran of the business. Past Branch Manager, Sr. VP at Smith Barney. AUM 75,000,000 at SB. Daryl has 2 IAR associates, Buddy L. Nidey and Alden M Burnett. Buddy is a CPA in Illinois and works with Daryl in Cashiers, NC to provide financial educational outreach and marketing to the western North Carolina mountain area. Buddy lives in NC and travels to Chicago area at tax time. Together, they do detailed retirement income analysis for pre-retirees and retirees. Approximately 50 per cent of new business is in Fixed Indexed annuities and 50 per cent managed assets. Alden Burnett works in the Plainfield, Illinois area and conducts seminars for Federal Employees. Daryl is looking for additional team members to help cover her firm's marketing area as they are close to maximum capacity. She would like someone with good knowledge of the equity markets who can potentially transition into actively monitor and manage the client accounts. Client sales assistant also needed. We are busy and growing and excited to serve this area and welcome inquiries from other experienced professionals in the RIA and life/annuity space.

Last Activity
6 months or more

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