Meet The Team

Investment Advisor

Jonathan Fliss and The Daley Group have over 40 years of combined experience helping clients navigate through many aspects of their financial lives. Jonathan currently oversees an investment management practice that strives to be highly effective with an enthusiastic focus on wealth planning, estate planning, tax-smart philanthropic giving and business succession planning by collaborating with other TD specialists. His goal is to consistently establish himself as a trusted advisor to the families he serves.

Client Relationship Associate