Operations Assistant Manager
Joe Daly supports the Wealth Management Advisors and Financial Consultants of our program in working with our members and clients.
As Operations Assistant Manager at Digital Investment Services, he oversees the Client Services Team. For Joe, helping others is the most rewarding part of his role.
Joe has been helping clients for 22 years and outside of the office, Joe enjoys traveling as well as spending time with his wife Colleen and their three young children.