Diana joined Cadaret Grant in 2005. She is responsible for supporting the development and expansion of our relationships with product and advisory-related partners, which includes raising financial professional awareness of value-added partner solutions. She will also coordinate with the Investment Solutions and Advisory Services teams to ensure that all aspects of our new Partners Program are successfully implemented for each partner across the franchise.
Diana Daly
“Having joined in 2005, I feel very grateful to have grown professionally with the firm and been able to develop my financial and marketing knowledge to help financial professionals grow their business. Over the years, I have been fortunate enough to have made lifelong friendships with my colleagues. It is my priority to make the financial professional experience positive, welcoming, helpful, and personalized so that they, too, feel like family.”
