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Melissa D

Series 63, Series 65

Locust Grove, VA

Guardian Life

Melissa Daily is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance since 1999. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services, including lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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