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Abigail Daly Email & Phone Number
Financial Planner
at
Total Wealth Planning, LLC
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planner
Location
Cincinnati Metropolitan Area, United States, United States
Who is Abigail Daly? Overview
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Quick answer
Abigail Daly is listed as Financial Planner at Total Wealth Planning, LLC, based in Cincinnati Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Abigail Daly.
Abigail Daly previously worked as Associate Financial Planner at Total Wealth Planning, Llc and Tax Administration Intern at Cerity Partners. Abigail Daly holds Bachelor Of Science - Bs, Finance, Concentration In Personal Financial Planning, 3.97 from Western Kentucky University.
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Email format at Total Wealth Planning, LLC
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Total Wealth Planning, LLC
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Profile bio
About Abigail Daly
I am a recent graduate of Western Kentucky University, where I have gained analytical, communication, and finance skills through my Bachelor of Science in Finance.My goal is to become a Certified Financial Planner and help people achieve their financial goals and dreams. I am eager to learn from and collaborate with experienced professionals in the field, and to further develop my competencies and expertise.
Current workplace
Abigail Daly's current company
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8 roles
Abigail Daly work experience
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Associate Financial Planner
Current
May 2024 - Present
Tax Administration Intern
- Managed data binder roll forwards of over 1,700 clients.
- Sorted through workflows for over 1,000 clients to ensure removal of unnecessary work orders.
- Sorted through client tax data for easier 1040 filing on a rolling basis.
Dec 2023 - Apr 2024
Financial Coach
- Meet one-on-one with clients to create budgets using You Need a Budget (YNAB) software.
- Work with CRM programs to create detailed client profiles for individualized planning.
- Assist in educating college students on the use of financial products like credit cards, student loans, and more.
Jan 2023 - Dec 2023
Dec 2022 - Nov 2023
Active Member
Sep 2021 - Nov 2022
Wealth Management Intern
- Developed a comprehensive financial plan using real client data with a net worth of ~$4.5 million.
- Collaborated in a team of 15 to create foundations of new Cerity Partners training program.
- Reviewed over 200 client’s data to ensure proper beneficiaries and tax data was listed.
May 2023 - Jul 2023
Team Member - Investment Challenge
Work with a team at Western Kentucky University to maintain a portfolio worth over $400,000. Required to stay informed on daily news in the financial world, particularly with regard to my assigned sectors: health care and materials. Responsible for developing an in-depth analysis of stocks for team analysis and discussion.
Aug 2022 - Jan 2023
2 education records
Abigail Daly education
Bachelor Of Science - Bs, Finance, Concentration In Personal Financial Planning, 3.97
High School Diploma, 1 Out Of 136
FAQ
Frequently asked questions about Abigail Daly
Quick answers generated from the profile data available on this page.
What company does Abigail Daly work for?
Abigail Daly works for Total Wealth Planning, LLC.
What is Abigail Daly's role at Total Wealth Planning, LLC?
Abigail Daly is listed as Financial Planner at Total Wealth Planning, LLC.
Where is Abigail Daly based?
Abigail Daly is based in Cincinnati Metropolitan Area, United States, United States while working with Total Wealth Planning, LLC.
What companies has Abigail Daly worked for?
Abigail Daly has worked for Total Wealth Planning, Llc, Cerity Partners, Wku Center For Financial Success, Omega Phi Alpha National Service Sorority, and Tennessee Valley Authority.
How can I contact Abigail Daly?
You can use AeroLeads to view verified contact signals for Abigail Daly at Total Wealth Planning, LLC, including work email, phone, and LinkedIn data when available.
What schools did Abigail Daly attend?
Abigail Daly holds Bachelor Of Science - Bs, Finance, Concentration In Personal Financial Planning, 3.97 from Western Kentucky University.
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