Daisy Adebayo

Background

About Daisy Adebayo

Experienced Investment Analyst with a demonstrated history of working in the financial services industry. Skilled in Banking, Accounting, Credit Risk, Structured Finance, and Financial Modeling. Strong financial professional graduated from The University of Glasgow. Ask not what your country can do for you but what you can do for your country - JFK I enjoy the opportunity to partner with investors on creating and implementing strategies that work toward specific goals that we set together. Whether it's planning for retirement, saving for college for children or grandchildren or just trying to protect the financial future of the ones that we care the most for, we take the time to identify each goal and develop the strategy to address it. During our initial visit, I will ask several questions and it is important that I listen to the answers and clarify them so that I can truly understand my clients' needs and subsequent goals. I then get to know their risk tolerances and experience levels to truly understand the best strategies to meet their needs. I believe in a conservative approach to help you live comfortably today and help you protect your legacy for the future. I enjoy educating my clients on the strategies and investments in our plan. I help with wealth accumulation and preservation strategies, employer/business retirement plan consultation (i.e 401k(s), SEP & Simple IRA) consultation for companies and small-medium size businesses and retirement planning strategies. I can partner with you to define a comfortable retirement age I will use an established process to build personalized strategies to help you achieve your goal(s) and partner with you throughout your life to keep you on track